Sun Life Financial Advisor

SunLife

St-Jean-sur-Richelieu, , Canada
Base: not specified; bonus/equity: unlimited earni...
Build long-term client relationships
Provide financial advice and recommendations
Conduct 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.
  • Unlimited earning potential with compensation tied to achievements and ongoing income streams is offered along with monthly bonuses during skill development.
  • The role provides a purpose-driven career helping people in the community become more financially secure with dedicated local support and recognition programs.

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: Unlimited earning potential with achievement-based compensation and monthly bonuses; Benefits: Recognition programs including prizes, travel incentives, and stock ownership

Skills & Requirements

Must-have

  • Build long-term client relationships
  • Provide financial advice and recommendations
  • Conduct client meetings and financial reviews
  • Implement insurance and investment products
  • Develop business through networking and marketing
  • Use leading-edge technology for business

Nice-to-have

  • Motivate others to action
  • Business development skills
  • Continuous learning and skill development
  • Celebrate excellence and inclusivity culture
  • Flexible and independent work environment

Key Requirements

  • College/University degree
  • Some professional experience
  • LLQP and/or Mutual Fund license or course/exam completion
  • Legally entitled to work in Canada

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter