SUN LIFE FINANCIAL ADVISOR

1 week ago

Nanaimo, Canada Sun Life Full time

Job DescriptionYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.What’s in it for youUnlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.Earn while you learn monthly bonuses to provide financial stability as you develop your skills in a new career.A purpose-driven career helping people in your community become more financially secure.The independence and flexibility to build your work around the important things in your life.Hands‑on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.A recognition program that celebrates your achievements through prizes and travel incentives including conventions, learning retreats, awards of excellence, and stock ownership.Leading‑edge technology so you can do business easily anytime, anywhere.A culture that celebrates excellence and inclusivity.What does a financial advisor doPrepare and execute strategies to attract and connect with new clients.Conduct meetings with prospective and existing clients.Review their current financial state and gather information about their future goals.Build a financial roadmap to help them achieve these goals.Recommend and implement suitable insurance and investment products that align with this financial roadmap.Continue to meet with clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.).On‑going training and professional development to remain current with industry changes.Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).Stay connected within their community through ongoing networking activities, marketing, and referrals.The person we are looking forHas a history of achievement (professional, academic, athletics, etc.).Enjoys engaging, developing, and maintaining relationships with people.Is disciplined and self‑motivated.Is goal‑oriented with a strong work ethic.Is a continuous learner with a deep interest in helping others.Has excellent communication skills.Has a college/university degree and some professional experience.Assets (optional)Demonstrated ability to motivate others to action.Business development skills.LLQP and/or mutual fund license or course/exam completion.Become a Sun Life advisor to take control of your future in a purpose‑driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency. #J-18808-Ljbffr

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