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Sun Life Financial Career Opportunity

7 days ago

Waterloo, Ontario, Canada Sun Life Financial Full time

About Us

Sun Life is a global company that helps clients achieve lifetime financial security and live healthier lives. We have a passion for people and drive to innovate, shaping the future through transformation, sustainability, and innovation.

Job Description

A Financial Advisor at Sun Life plays a crucial role in helping individuals, families, and business owners achieve their financial goals. As a successful advisor, you will build long-term relationships, provide advice, and implement recommendations to make a meaningful impact in your community.

Key Responsibilities

  • Prepare and execute strategies to attract and connect with new clients
  • Conduct meetings with prospective and existing clients
  • Review clients' current financial state and gather information about their future goals
  • Build a financial roadmap to help clients achieve these goals
  • Recommend and implement suitable insurance and investment products that align with this financial roadmap
  • Continue to meet with clients to ensure their plan stays up-to-date as their life situation changes

Requirements

To be successful in this role, you must have a history of achievement, enjoy engaging with people, and be disciplined and self-motivated. You should also have excellent communication skills, a College/University degree, and some professional experience. Additionally, having a demonstrated ability to motivate others to action and business development skills would be beneficial.