SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Job Description :Req#JR00034526 FC023 StratfordSUN 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.
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Stratford, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Stratford, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034526You 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...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Stratford, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Stratford, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034526You 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...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Stratford, Canada Sun Life Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeYou 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...
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Business Development Partner
4 weeks ago
Stratford, Canada Sun Life Financial 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...
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Business Development Partner
3 weeks ago
Stratford, Canada Sun Life Financial 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...
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Advisor Development Coach — Financial Services
4 weeks ago
Stratford, Canada Sun Life Financial Full timeA leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The...
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Advisor Development Coach — Financial Services
3 weeks ago
Stratford, Canada Sun Life Financial Full timeA leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The...
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Business Development Partner
1 week ago
Stratford, Ontario, Canada Sun Life Full time $80,000 - $128,000You 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...
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Financial Advisor
2 weeks ago
Stratford, Canada Royal Bank of Canada Full time**What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events....
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Financial Advisor Assistant
4 days ago
Stratford, Canada Peak Investment Services Full time**Job Overview**: We are seeking an experienced Client Services Assistant to the Sr. Financial Advisor to join our team. The Client Services Assistant will help clients meet their financial goals by providing administrative and operational support as instructed by the Sr. Financial Advisor. **Duties and Responsibilities**: - Schedule appointments and...
