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Career in Financial Planning and Wealth Management

2 weeks ago

Barrie, Ontario, Canada Financière Sun Life Full time

Role Overview

We are seeking a talented individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life.

  • Your Key Responsibilities
  • Prepare and execute strategies to attract and connect with new clients.
  • Conduct meetings with prospective and existing clients.
  • Review their current financial state and gather information about their future goals.
  • Build a financial roadmap to help them achieve these goals.
  • Recommend and implement suitable insurance and investment products that align with this financial roadmap.
  • Continuously meet with clients to ensure their plan stays up-to-date as their life situation changes.
  • Stay connected within the community through ongoing networking activities, marketing, and referrals.