Sun Life Financial Advisor

SunLife

Abbotsford, , Canada
Base: not specified; bonus/equity: monthly bonuses...
Financial planning and advice
Client relationship management
Goal-oriented and disciplined
Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide advice and recommendations

Job Summary

  • Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide advice and recommendations.
  • The role offers unlimited earning potential, independence, flexibility, and hands-on local support with opportunities for professional development and recognition.
  • Sun Life fosters a culture that celebrates excellence and inclusivity, providing technology and resources to help advisors succeed and make a difference in their communities.

Matching Summary

Financial advisors build long-term relationships with clients to help them plan financially for various life stages and provide advice and recommendations.

Salary

Base: Not specified; Bonus/Equity: Monthly bonuses and ongoing income tied to achievements; Benefits: Recognition programs including prizes, travel incentives, and stock ownership

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Goal-oriented and disciplined
  • Strong communication skills
  • Independence and flexibility
  • Use of leading-edge technology

Nice-to-have

  • Business development skills
  • Motivating others to action
  • Continuous learning mindset
  • Community networking and marketing
  • Purpose-driven career
  • Inclusive culture

Key Requirements

  • College/University degree
  • Professional experience
  • LLQP and/or Mutual Fund license or course completion
  • Legal entitlement to work in Canada

Work Rights

Must be legally entitled to work in Canada

Tailored Resume

Cover Letter