SUN LIFE FINANCIAL ADVISOR

2 weeks ago

Kelowna, Canada Sun Life Full time

SUN LIFE FINANCIAL ADVISOR Kelowna, British Columbia, Canada Overview Financial advisors build long‑term relationships with clients, helping them plan for life stages. Sun Life offers a purpose‑driven career with unlimited earning potential, independence, and growth. Benefits Unlimited earning potential tied to achievements. Monthly “Earn while you learn” bonuses. Purpose‑driven career helping community. Flexibility to build work around important life. Hands‑on local support to launch and grow business. Recognition program with travel incentives. Leading‑edge technology for anytime, anywhere business. Culture celebrating excellence and inclusivity. Responsibilities Prepare and execute strategies to attract and connect with new clients. Conduct meetings with prospective and existing clients. Review current financial state and gather information about future goals. Build a financial roadmap to help clients achieve goals. Recommend and implement suitable insurance and investments aligned with roadmap. Continue meetings to keep plans updated as life changes. Engage in ongoing training and professional development. Obtain professional accreditations and designations throughout career. Maintain community connectivity through networking, marketing, and referrals. Qualifications History of achievement across professional, academic, athletics, etc. Enjoys engaging, developing, and maintaining relationships. Disciplined, self‑motivated, goal‑oriented with strong work ethic. Continuous learner with deep interest in helping others. Excellent communication skills. College/University degree and professional experience. Optional Assets Ability to motivate others to action. Business development skills. LLQP and/or Mutual Fund license or course/exam completion. To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor a work permit or permanent residency application. #J-18808-Ljbffr

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