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Senior Financial Advisor Position

2 weeks ago

London, Ontario, Canada Sun Life Financial Full time

Financial Advisors

At Sun Life Financial, we recognize the importance of building strong relationships with our clients. As a financial advisor, you will have the opportunity to connect with people from diverse backgrounds and help them plan for the various stages of life.

  • You will develop strategies to attract and engage with new clients.
  • You will conduct meetings with clients to understand their financial needs and goals.
  • You will create personalized financial roadmaps to help clients achieve their objectives.
  • You will recommend and implement suitable insurance and investment products that align with each client's financial roadmap.
  • You will stay connected with clients throughout their lives, adapting plans as their circumstances change.
  • You will continuously update your knowledge and skills to remain current with industry developments.