SUN LIFE FINANCIAL ADVISOR
6 days ago
Job Description :Req#JR00034454 FC30Capitale NationaleSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.Are you someone who loves talking to people and comfortable providing advice?Are you disciplined and motivated?Do you value your independence?Do you love learning and developing new skills?If this sounds like you, let’s talkWhat’s in it for you?Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.“Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life.Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.Leading-edge technology so you can do business easily anytime, anywhere.A culture that celebrates excellence and inclusivity.What does a financial advisor do?Here are some of the more common activities performed by successful financial advisors: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.Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)On-going training and professional development to remain current with industry changes.Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).Stay connected within their community through ongoing networking activities, marketing, and referrals.The person we are looking for: Has a history of achievement (professional, academic, athletics, etc.).Enjoys engaging, developing, and maintaining relationships with people.Is disciplined and self-motivated.Is goal-oriented with a strong work ethic.Is a continuous learner with a deep interest in helping others.Has excellent communication skills.Has a College/University degree and some professional experience.Assets (optional):Demonstrated ability to motivate others to action.Business development skills.LLQP and/or Mutual Fund license or course/exam completion.Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.
-
SUN LIFE FINANCIAL ADVISOR
7 hours ago
City of Moncton, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Moncton, New Brunswick time type Full time posted on Posted 21 Days Ago job requisition id JR00034411You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
-
Business Development Partner
2 weeks ago
City of Moncton, Canada Sun Life Financial Full time* Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.* Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.* Train and onboard new advisors and actively...
-
Business Development Partner
2 weeks ago
City of Moncton, Canada Sun Life Financial Full time* Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.* Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.* Train and onboard new advisors and actively...
-
Bilingual Insurance Associate
1 week ago
Québec, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Business Development Partner
2 weeks ago
City of Moncton, Canada Sun Life Full timeJoin to apply for the Business Development Partner role at Sun Life Location: Moncton, New Brunswick, Canada Job Description This is an in‑office role located in Moncton, however there is flexibility for candidates located in Fredericton and Saint John to work in an office in either of those cities. Coaching for growth, client‑centric, relationship...
-
Business Development Partner
2 weeks ago
City of Moncton, Canada Sun Life Full timeJoin to apply for the Business Development Partner role at Sun Life Location: Moncton, New Brunswick, Canada Job Description This is an in‑office role located in Moncton, however there is flexibility for candidates located in Fredericton and Saint John to work in an office in either of those cities. Coaching for growth, client‑centric, relationship...
-
Financial Advisor Growth Partner
2 weeks ago
City of Moncton, Canada Sun Life Full timeA leading financial services firm in Canada is looking for a Business Development Partner to recruit, train, and coach advisors. This role is integral in guiding new advisors towards success in building holistic financial practices. Candidates should have strong sales management and mentoring skills along with a valid Life Insurance license. The firm...
-
Financial Advisor Growth Partner
2 weeks ago
City of Moncton, Canada Sun Life Full timeA leading financial services firm in Canada is looking for a Business Development Partner to recruit, train, and coach advisors. This role is integral in guiding new advisors towards success in building holistic financial practices. Candidates should have strong sales management and mentoring skills along with a valid Life Insurance license. The firm...
-
Québec, Canada Sun Life Financial Full timeVous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques - experts dans leur domaine - qui sont impatients de partager leurs connaissances avec...
-
Adjointe à la gestion du centre financier
1 week ago
Québec, Quebec, Canada Sun Life Full time $45,100 - $63,700You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...