Financial Services Representative

4 days ago


Regina, Saskatchewan, Canada Douglas Stroud, Sun Life Advisor Full time
About the Role

This is an exciting opportunity for a talented and driven individual to join our team as an Associate Advisor. As a key member of our team, you will be responsible for delivering exceptional client service, building strong relationships with existing clients, and identifying opportunities to grow our client base.

Key responsibilities will include conducting financial planning sessions, analyzing and developing portfolios, and recommending product solutions to clients. You will also be responsible for staying up-to-date with industry changes and regulatory requirements, ensuring that you have the necessary knowledge and skills to provide top-notch advice to our clients.

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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