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Retirement Wealth Advisor

2 weeks ago


Regina Census Division SK, Canada Douglas Stroud, Sun Life Advisor Full time

About Our Company

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Douglas Stroud, Sun Life Advisor, is a reputable company in the insurance and investment industry. We pride ourselves on delivering exceptional service and expertise to our clients.

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Our Mission

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At Douglas Stroud, Sun Life Advisor, our mission is to provide personalized financial solutions that meet the unique needs of our clients. We strive to build long-lasting relationships with our clients and support them throughout their financial journey.

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Job Description

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This role involves working closely with clients to understand their financial goals and provide personalized solutions. As an Insurance and Investment Specialist, you will have the opportunity to develop and implement customized financial plans that meet the unique needs of our clients.

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Responsibilities

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  • Conduct in-depth reviews of clients' financial situations and provide recommendations
  • Develop and implement customized financial plans
  • Service existing investment and insurance portfolios

Requirements

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To succeed in this role, you will need:

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  • LLQP Life license or the ability to obtain within the first 3 months
  • Documented prior successes with managing investment accounts and selling life insurance
  • Familiarity with financial planning tools such as Navi Plan/Conquest and Morningstar Advisor Workstation
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