Sun Life Financial Advisor

SunLife

Surrey, , Canada
Base: not specified; bonus/equity: monthly bonuses...
Building long-term client relationships
Providing financial advice and recommendations
Conducting client meetings and financial reviews
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life

Job Summary

  • Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.
  • You will have unlimited earning potential with compensation tied to your achievements and ongoing income streams.
  • Sun Life provides hands-on dedicated local support, leading-edge technology, and a culture that celebrates excellence and inclusivity.

Matching Summary

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.

Salary

Base: Not specified; Bonus/Equity: Monthly bonuses and travel incentives; Benefits: Not specified

Skills & Requirements

Must-have

  • Building long-term client relationships
  • Providing financial advice and recommendations
  • Conducting client meetings and financial reviews
  • Developing financial roadmaps
  • Implementing insurance and investment products
  • Ongoing client plan updates
  • Using leading-edge technology

Nice-to-have

  • Motivated and disciplined work ethic
  • Continuous learning and skill development
  • Independence and flexibility
  • Community networking and marketing
  • Recognition programs and incentives
  • Purpose-driven career mindset
  • Excellent communication skills

Key Requirements

  • College/University degree
  • Some professional experience
  • Legally entitled to work in Canada
  • LLQP and/or Mutual Fund license (optional)
  • Professional accreditations such as CFP (optional)

Work Rights

Legally entitled to work in Canada

Tailored Resume

Cover Letter