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Financial Security and Wealth Creation Specialist
1 week ago
As a Sun Life Financial Advisor, you will have the opportunity to build long-term relationships with clients, help them plan financially for various life stages, and provide advice on insurance and investment products. You will work independently, developing and implementing strategies to attract and connect with new clients, reviewing their current financial state, and gathering information about their future goals.
You will also recommend and implement suitable insurance and investment products that align with the client's financial roadmap. Ongoing training and professional development are essential to remain current with industry changes and obtain professional accreditations and designations throughout your career.
