Sun Life Financial Advisor

SunLife

Pointe Claire, , 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 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, along with monthly bonuses during skill development.
  • Sun Life offers hands-on local support, a culture that celebrates excellence and inclusivity, and leading-edge technology to do business anytime, anywhere.

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 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 reviews
  • Developing financial roadmaps
  • Using leading-edge technology
  • Bilingual communication in French and English

Nice-to-have

  • Motivating others to action
  • Business development skills
  • Participating in recognition programs
  • Networking and marketing activities
  • Continuous learning and professional development
  • Working independently with flexibility
  • Inclusive and excellence-driven culture

Key Requirements

  • College/University degree
  • Bilingualism in French and English (oral and written)
  • Legal entitlement to work in Canada
  • LLQP and/or Mutual Fund license or course completion (optional)
  • Professional experience
  • Obtaining professional accreditations such as CFP

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter