SUN LIFE FINANCIAL ADVISOR

14 hours ago


Calgary, Canada Sun Life Full time

Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life. Overview Sun Life Financial Advisor role focusing on building long-term client relationships and helping clients plan financially for various life stages. It offers opportunities for unlimited income potential, independence, and growth in a purpose-driven career. What’s in it for you? Unlimited earning potential with compensation tied to your achievements and ongoing 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. Independence and flexibility to build your work around your life. Hands-on local support to help you develop the skills to launch, develop, and grow your business. A recognition program with prizes and travel incentives, including conventions, learning retreats, awards of excellence, and stock ownership. Leading-edge technology to do business anytime, anywhere. A culture that celebrates excellence and inclusivity. What does a financial advisor do? 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 their goals. Recommend and implement suitable insurance and investment products aligned with the roadmap. Meet with clients to ensure plans stay up to date as life changes occur. Engage in ongoing training and professional development. Obtain professional accreditations and designations (e.g., CFP). Stay connected within the community through networking, marketing, and referrals. The person we are looking for Has 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. Job Category Sales - Direct Posting End Date Not specified in the description. #J-18808-Ljbffr



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