Sun Life Financial Advisor
4 weeks ago
Unlock your potential as a Sun Life Financial Advisor and take control of your life.
Enjoy financial independence and work-life balance by building your own business.
As a Sun Life advisor, you'll receive exceptional training and support to help you succeed, competitive compensation, and ongoing recognition for your achievements.
Let's explore the benefits of this role:
- Be in charge of your own business and income opportunities
- Dedicated leadership support and head office specialists
- Great peer-to-peer networking, educational and training opportunities
- Industry leading technology and business services
- National advertising and personalized marketing collateral
- An innovative 'level commission' structure that can provide you with an ongoing stream of income, right from day one
- Access to group savings, stock ownership program and benefits plans
Key responsibilities include:
- Grow your business by prospecting within your network and in your community
- Meet with prospects and clients to review their goals
- Provide trusted advice about the right life and health insurance products to protect against risk
- Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals
- Build and grow your business through referrals
We're looking for:
- Self-motivated, highly driven and entrepreneurial individuals
- Goal-oriented with a strong work ethic
- Continuous learners with a deep interest in client needs
- Ability to develop and maintain relationships
- Excellent communication skills
- Persuasive, able to motivate others to action
- Business development and prospecting skills
- Strong sales orientation and a passion for putting clients first
Please note that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.
-
Sun Life Financial Career Opportunity
3 weeks ago
Kelowna, British Columbia, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial Advisor At Sun Life, we offer a unique opportunity for self-motivated individuals to build a successful business as a financial advisor. If you are passionate about helping others achieve financial independence, this could be the perfect career move for you. What You'll Do:Develop a business by prospecting...
-
Sun Life Financial Services Representative
4 weeks ago
Kelowna, British Columbia, Canada Sun Life Full timeUnlock your potential as a Sun Life Financial Advisor and take control of your career. With our comprehensive training and support, you'll have the tools to build a successful business and achieve financial independence.What's in it for you?Be your own boss and enjoy the freedom to work on your own termsBenefit from dedicated leadership support and access to...
-
Advisor
4 weeks ago
Kelowna, British Columbia, Canada Sun Life Financial Full timeSeeking a dynamic individual to join our team as a Sun Life Financial Advisor. As a successful advisor, you will build long-term relationships with clients, provide financial guidance, and help them plan for life's milestones. We offer a purpose-driven career with unlimited income potential, independence, and growth opportunities. Key responsibilities...
-
Sun Life Career Advancement Opportunity
1 week ago
Kelowna, British Columbia, Canada Sun Life Full timeSun Life is seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and earn a competitive income.With Sun Life's exceptional training and support, you will be equipped with the skills and knowledge needed to succeed in this role. Our innovative...
-
Sun Life Financial Advisor
4 weeks ago
Kelowna, British Columbia, Canada Sun Life Full timeUnlock your earning potential and build a successful career as a Sun Life advisor. With our exceptional training and support, you'll have the tools to grow your business and achieve financial independence.What's in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head office specialistsGreat peer-to-peer...
-
Kelowna, British Columbia, Canada Sun Life Full timeAbout Sun LifeAs a business owner in the insurance industry, you will have the opportunity to make a real difference in people's lives by helping them achieve their long-term goals and protect against risk. At Sun Life, we are committed to providing our clients with personalized financial solutions that help them work toward their investment and retirement...
-
Senior Financial Advisor
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a Senior Financial Advisor 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 Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...
-
Senior Financial Advisor
1 month ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...
-
Senior Financial Advisor
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...
-
Senior Financial Advisor
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...
-
Financial Freedom Specialist
2 weeks ago
Kelowna, British Columbia, Canada Sun Life Full timeJob OverviewWe are seeking a motivated Financial Freedom Specialist to join our team.Salary: $60,000 - $80,000 per year, plus uncapped commission potential.About the Role:The Financial Freedom Specialist will be responsible for growing their business by prospecting within their network and in their community.Meting with prospects and clients to review their...
-
Financial Services Consultant
2 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeFinancial Services ConsultantWe are seeking a highly skilled Financial Services Consultant to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles and provide solutions to financial needs.Key...
-
Senior Financial Services Consultant
6 days ago
Kelowna, British Columbia, Canada Envision Financial Full timeAbout Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...
-
Strategic Financial Solutions Expert
1 week ago
Kelowna, British Columbia, Canada Envision Financial Full timeJob SummaryWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team in Kelowna within our Valley First division.This role will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Key Responsibilities:Member Service: Build strong relationships...
-
Financial Services Representative
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a Financial Services Representative to provide exceptional member service at our Envision Financial branch in Kelowna, BC.The Financial Services Representative is responsible for delivering front-line member service, triaging and managing member needs by asking thoughtful financial questions and creating positive experiences to retain and...
-
Financial Services Representative
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a skilled Member Advisor to provide exceptional front-line service to our members in Kelowna, BC.The ideal candidate will be responsible for triaging member inquiries, managing member needs, and creating positive experiences to retain and deepen financial relationships. They will advance member knowledge and use of digital channels to serve...
-
Strategic Financial Services Consultant
1 week ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a skilled Strategic Financial Services Consultant to join Envision Financial's team in Kelowna. The successful candidate will provide exceptional customer service and financial advice to members, identifying their needs and providing solutions through various investment, deposit, and lending services.The ideal candidate will have a strong...
-
Student Financial Services Advisor
7 days ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a talented and motivated Student Financial Services Advisor to join our team. This is an exciting opportunity for a student looking to gain experience in the financial services industry.Job SummaryThe Student Financial Services Advisor will provide exceptional customer service to clients, engage in needs-based conversations, and...
-
Plumbing Operations Assistant
6 days ago
Kelowna, British Columbia, Canada Sun Star Mechanical LTD Full timeSun Star Mechanical LTD is seeking a skilled Plumbing Operations Assistant to join our team. As a key member of our crew, you will play a vital role in ensuring the smooth operation of our plumbing services.The ideal candidate will have experience in loading, unloading, and transporting construction materials. You will work closely with our team to mix,...
-
Financial Services Representative
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeWe are seeking a Financial Services Representative to provide exceptional member service and support to our clients in Kelowna, BC.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and providing...