Sun Life Financial Advisor

SunLife

Stratford, Canada
Base: not specified; bonus/equity: unlimited earni...
Building long-term client relationships
Providing financial advice and recommendations
Conducting client meetings and reviews
Financial advisors help clients plan financially for various life stages by building long-term relationships and providing tailored advice

Job Summary

  • Financial advisors help clients plan financially for various life stages by building long-term relationships and providing tailored advice.
  • The role offers unlimited earning potential, monthly bonuses during training, local support, and a culture that celebrates excellence and inclusivity.
  • Advisors prepare strategies to attract clients, conduct meetings, build financial plans, recommend products, and maintain ongoing client relationships.

Matching Summary

Financial advisors help clients plan financially for various life stages by building long-term relationships and providing tailored advice.

Salary

Base: Not specified; Bonus/Equity: Unlimited earning potential with monthly bonuses; Benefits: Recognition programs, travel incentives, stock ownership

Skills & Requirements

Must-have

  • Building long-term client relationships
  • Providing financial advice and recommendations
  • Conducting client meetings and 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 focus
  • Excellent communication skills

Key Requirements

  • College/University degree
  • Some professional experience
  • Legal entitlement to work in Canada
  • LLQP and/or Mutual Fund license or course completion (optional)
  • Professional accreditations such as CFP (encouraged)

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter