Sun Life Financial Services Representative

2 weeks ago


Kelowna, British Columbia, Canada Sun Life Full time

Unlock 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 terms
  • Benefit from dedicated leadership support and access to industry-leading technology
  • Develop strong relationships with clients and help them achieve their long-term goals
  • Enjoy a competitive compensation package and ongoing recognition for your achievements
  • Take advantage of our innovative 'level commission' structure and access to group savings and benefits plans

What you'll do:

  • Grow your business by prospecting within your network and in your community
  • Meet with clients to review their goals and provide trusted advice on life and health insurance products
  • Deliver personalized financial solutions to help clients work towards their long-term investment and retirement goals
  • Build and grow your business through referrals and strong relationships with clients

What we're looking for:

  • A self-motivated and highly driven individual with a strong work ethic
  • A goal-oriented individual with a deep interest in client needs and a passion for delivering exceptional service
  • Excellent communication and interpersonal skills, with the ability to develop and maintain strong relationships with clients
  • A business development and prospecting skills, with a strong sales orientation and a passion for putting clients first

We're looking for a talented and motivated individual to join our team as a Sun Life Financial Advisor. If you're passionate about helping others achieve their financial goals and have a strong desire to succeed, we encourage you to apply.



  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock 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...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Are you ready to take control of your life and career?Sun Life is seeking a motivated and driven Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build your own business, achieve financial independence, and enjoy a work-life balance.With exceptional training and support, you will be equipped to provide trusted...


  • Kelowna, British Columbia, Canada Sun Life Full time

    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...


  • Kelowna, British Columbia, Canada Sun Life Full time

    Unlock 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...

  • Advisor

    2 weeks ago


    Kelowna, British Columbia, Canada Sun Life Financial Full time

    Seeking 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...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We 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...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We 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...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We 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, triaging member needs, and managing member relationships. They will also be responsible for advancing member knowledge and use of digital channels...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Provide front-line member service, triage, and manage member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We 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...


  • Kelowna, British Columbia, Canada MD Financial Management Full time

    {"title": "Senior Financial Advisor", "description": "Job SummaryAs a Senior Financial Advisor at MD Financial Management, you will play a key role in providing expert financial guidance to our clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member AdvisorWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor RoleWe are seeking a skilled Member Advisor to provide exceptional front-line service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-branch interactions, identifying their financial needs and offering tailored...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    Member Advisor RoleWe are seeking a skilled Member Advisor to provide exceptional service to our members at our Rutland Valley First branch in Kelowna, BC.Key Responsibilities:Member Service: Provide personalized support to members through digital channels and in-person interactions, identifying their financial needs and offering tailored solutions.Member...