Financial Advisor Role at Sun Life

2 weeks ago

Grande Prairie, Canada Sun Life Financial Full time

About the Role:

Sun Life Financial is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life.

Key Responsibilities:

  • Develop and implement financial strategies to attract and connect with new clients.
  • Conduct meetings with prospective and existing clients to review their financial situation and gather information about their future goals.
  • Build a financial roadmap to help clients achieve their goals and recommend suitable insurance and investment products.
  • Continuously meet with clients to ensure their plan stays up-to-date as their life situation changes.
  • Stay current with industry changes through ongoing training and professional development.

Requirements:

  • A history of achievement in a professional, academic, or athletic setting.
  • Excellent communication skills and the ability to engage and develop relationships with people.
  • Discipline and self-motivation, with a strong work ethic and goal-oriented approach.
  • A continuous learner with a deep interest in helping others.
  • A College/University degree and some professional experience.

What We Offer:

  • Unlimited earning potential with compensation tied to achievements.
  • Monthly bonuses to provide financial stability while developing skills.
  • A purpose-driven career helping people in your community achieve financial security.
  • The independence and flexibility to build your work around important things in your life.
  • Local support to help develop the skills to successfully launch, develop, and grow your business.
  • A recognition program celebrating achievements through prizes and travel incentives.
  • Leading-edge technology to do business easily anytime, anywhere.
  • A culture that celebrates excellence and inclusivity.

About Sun Life Financial:

Sun Life Financial is a global company with a passion for people. Our purpose is to help clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching and locally relevant.

Shape the Future:

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, pushing boundaries, and trying new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life Financial, we're driving transformation, sustainability, and innovation for our clients, employees, partners, and communities. Join us to make a difference in the lives of individuals, families, and communities around the world.

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