Financial Advisor

2 days ago

Montreal, Quebec, Canada Sun Life Financial Full time
Join Our Team as a Financial Advisor

We are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.

About the Role

This is a full-time position that requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. You will work closely with our clients to understand their financial needs and provide personalized solutions to help them achieve their goals.

Key Responsibilities
  • Conduct financial needs assessments and provide personalized solutions to clients
  • Develop and implement financial plans to help clients achieve their goals
  • Provide ongoing support and guidance to clients to ensure they are on track to meet their financial objectives
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and provide the best possible service to clients
Requirements
  • Valid and active Life License (LLQP) or Insurance of person license in Quebec (1a)
  • Completed the CSC or IFIC course and eligible to obtain a Mutual Funds (MFDA) license
  • 2+ years of relevant experience in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application today.

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