Dynamic Financial Solutions Specialist

3 weeks ago


Ottawa, Ontario, Canada Financière Sun Life Full time

Unlock Your Potential as a Financial Security Advisor

Build a successful career with Sun Life Financial

As a Financial Security Advisor with Sun Life Financial, you will have the opportunity to build a fulfilling career helping clients achieve their financial goals. With our comprehensive training and support, you will be equipped to provide expert advice and guidance on various financial products and services.

An Exciting Career Opportunity

You will have the freedom to create your own business and income opportunities, with dedicated leadership support and head office specialists to help you succeed. Our innovative compensation structure can provide you with an ongoing stream of income, right from day one. In addition, you will have access to industry-leading technology and business services, as well as national advertising and personalized marketing collateral to help you grow your business.

Your Responsibilities

As a Financial Security Advisor, your primary responsibility will be to grow your business by prospecting within your network and in your community. You will meet with prospects and clients to review their goals and provide trusted advice on the right life and health insurance products to protect against risk. You will also deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals. Additionally, you will build and grow your business through referrals.

We Are Looking for

Self-motivated, highly driven, and entrepreneurial individuals who are goal-oriented with a strong work ethic. We are seeking continuous learners with a deep interest in client needs, who are able to develop and maintain relationships. Excellent communication skills, persuasive abilities, and a strong sales orientation are essential for success in this role.

Join our team of dedicated professionals and take the first step towards a rewarding career as a Financial Security Advisor with Sun Life Financial.



  • Ottawa, Ontario, Canada CMHC - SCHL Full time

    About the Role:CMHC is seeking a Financial Solutions Specialist to join the Affordable Housing Fund or Canada Greener Affordable Housing fund teams or the Apartment Construction Loan Program. In this role, you will apply sound judgement and decision-making practices based on complex financial analysis to achieve government program objectives.Key...


  • Ottawa, Ontario, Canada CMHC Full time

    Position OverviewCMHC is seeking a highly skilled Financial Solutions Specialist to join our team. In this role, you will be responsible for providing expert financial analysis and advice to clients while maintaining quality relationships and exercising sound judgment and decision-making practices.Key ResponsibilitiesApply complex financial analysis to make...


  • Ottawa, Ontario, Canada Envision Financial Full time

    We are seeking a Senior Financial Services Specialist to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Services Specialist identifies member life stage cycles and provides solutions to financial needs, and/or refers members to an appropriate...


  • Ottawa, Ontario, Canada CMHC - SCHL Full time

    About the RoleAt CMHC, we're seeking a skilled Financial Solutions Specialist to join our team. In this role, you'll apply your financial analysis skills and passion for building strong client relationships to help achieve our government program objectives.Key ResponsibilitiesApply sound judgement and decision-making practices based on complex financial...


  • Ottawa, Ontario, Canada CMHC Full time

    About the Role:As a Specialist, Financial Solutions, you will be part of the Affordable Housing Fund or Canada Greener Affordable Housing fund teams or the Apartment Construction Loan Program at CMHC. Your financial analysis skills and passion for building strong client relationships will help achieve our government program objectives.Key...


  • Ottawa, Ontario, Canada CMHC - SCHL Full time

    About the Role:As a Specialist in Financial Solutions at CMHC, you will play a key role in achieving our government program objectives. Your financial analysis skills and passion for building strong client relationships will help drive success in this position.Key Responsibilities:Apply sound judgement and decision-making practices based on complex financial...


  • Ottawa, Ontario, Canada PRO IT SOLUTIONS Full time

    Job DescriptionWe are seeking an IT Business Solutions Specialist to join our team at PRO IT SOLUTIONS.About the RoleThis is a permanent position with a minimum of 30 hours per week.The ideal candidate will have at least 1 year of experience in the field and will be responsible for providing advice on information systems strategy, policy, management, and...


  • Ottawa, Ontario, Canada Kognitive Sales Solutions Full time

    Job OverviewKognitive Sales Solutions is a leading provider of sales solutions in the financial industry.


  • Ottawa, Ontario, Canada CMHC - SCHL Full time

    About the RoleAs a Senior Financial Solutions Specialist at CMHC, you will play a key role in achieving our government program objectives by applying sound judgement and decision-making practices based on complex financial analysis. Your financial analysis skills and passion for building strong client relationships will help drive success in this...


  • Ottawa, Ontario, Canada PRO IT SOLUTIONS Full time

    We are seeking a highly skilled IT Business Solutions Specialist to join our team at PRO IT SOLUTIONS. This is an exciting opportunity for an experienced professional to utilize their expertise in designing, developing, and implementing information systems business solutions.About the RoleThis role requires strong technical skills and experience in working...


  • Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist to join our team at Renaud Consulting IM/IT Solutions. The ideal candidate will have a strong background in financial management and a proven track record of providing expert advice on accounting treatment for capital expenditures.ResponsibilitiesProvide specialist advice on accounting treatment...


  • Ottawa, Ontario, Canada Aqua Brilliance Solutions Full time

    Job Title: Environmental Solutions SpecialistAqua Brilliance Solutions is seeking a highly motivated and detail-oriented Environmental Solutions Specialist to join our team. As a key member of our sales and services team, you will be responsible for promoting our brand and market presence, establishing and maintaining relationships with customers, and...


  • Ottawa, Ontario, Canada Black Pen Recruitment Full time

    Microsoft Business Solutions TeamOur client's team is a Microsoft Gold Partner and leader in implementing Microsoft software for medium to large organisations. They help clients navigate the ever-changing digital world by implementing Microsoft's M365, Azure, ERP, and Customer Engagement (CE) software from the Microsoft Dynamics 365 (D365) software line.Role...


  • Ottawa, Ontario, Canada Aqua Brilliance Solutions Full time

    Aqua Brilliance Solutions is seeking a skilled Environmental Solutions Specialist to conduct in-home testing and presentations for homeowners. The ideal candidate will have excellent communication skills and be able to educate customers on our products and services.Responsibilities:Conduct in-home environmental solutions testing and assist homeowners in...


  • Ottawa, Ontario, Canada 49 Solutions Full time

    49 Solutions Seeks Senior Business Analyst for Critical ProjectWe are seeking a highly skilled Senior Business Analyst to join our team at 49 Solutions. This is an exciting opportunity for a seasoned professional to leverage their expertise in PowerPoint to drive project success.About the Role:This critical project requires a high-level presentation...


  • Ottawa, Ontario, Canada Dynamic Precision Inc. Full time

    Job SummaryWe are seeking a skilled Machinist to join our team at Dynamic Precision Inc. as a Precision Tooling Specialist. In this role, you will be responsible for computing dimensions and tolerances of machine parts, measuring and laying out work pieces for assembly, and maintaining and repairing precision measuring instruments.Key...


  • Ottawa, Ontario, Canada Serenia Life Financial Full time

    Unlock Your Financial PotentialAt Serenia Life Financial, we're seeking a skilled Financial Insurance Advisor to join our team of industry experts. This is an exceptional opportunity to leverage your sales experience and exceptional communication skills to provide innovative financial solutions to clients.Key Responsibilities:Business Development: Identify...


  • Ottawa, Ontario, Canada Avanade Full time

    About the RoleWe are seeking an experienced Dynamics CRM Solutions Architect to join our team. As a key member of our project delivery team, you will be responsible for designing and implementing innovative CRM solutions that meet our clients' business needs.Key ResponsibilitiesDevelop technical specifications and collaborate with functional teams to ensure...


  • Ottawa, Ontario, Canada Renaud Consulting IMIT Solutions Full time

    Job OverviewRenaud Consulting IM/IT Solutions is seeking a highly skilled Financial Specialist to join our team. As a key member of our finance department, you will provide expert advice on accounting treatment for capital expenditures and ensure that the advice given is of the highest quality.About the RoleThe Financial Specialist (Senior) must be...


  • Ottawa, Ontario, Canada CMHC Full time

    Be part of our team at CMHC as a Developer - Microsoft Dynamics ERP Specialist, where you will be working on the next generations of software applications to enable CMHC to achieve its mission.The role involves designing and implementing solutions for the Microsoft D365 Finance & Operations platform and guiding and advising other developers in their work....