Base: not specified; bonus/equity: unlimited earni...
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 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: Unlimited earning potential with achievement-based compensation and monthly bonuses; Benefits: Recognition programs including prizes, travel incentives, and stock ownership
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
Strong communication skills
Independence and flexibility
Community networking and marketing
Recognition and incentive programs
Purpose-driven career focus
Key Requirements
College/University degree
Professional experience
LLQP and/or Mutual Fund license or course/exam completion