SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Job Description :Req#JR00034426 FC028Fraser ValleySUN 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
4 days ago
Abbotsford, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Abbotsford, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034426 You 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...
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SUN LIFE FINANCIAL ADVISOR
6 days ago
Abbotsford, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Abbotsford, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034426You 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...
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Financial Advisor: Unlimited Earnings
6 days ago
Abbotsford, Canada Sun Life Financial Full timeA prominent financial services company is seeking a Financial Advisor in Abbotsford. This role offers the chance to build long-term relationships and provide financial guidance to clients. The ideal candidate is self-motivated, goal-oriented, and possesses strong communication skills. Join to help individuals and families achieve financial security while...
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Financial Advisor: Unlimited Earnings
4 days ago
Abbotsford, Canada Sun Life Financial Full timeA prominent financial services company is seeking a Financial Advisor in Abbotsford. This role offers the chance to build long-term relationships and provide financial guidance to clients. The ideal candidate is self-motivated, goal-oriented, and possesses strong communication skills. Join to help individuals and families achieve financial security while...
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Financial Advisor
1 week ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeWe are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...
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Financial Advisor
6 days ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeFinancial Advisor (High Street Branch) Envision Financial, a division of First West Credit Union Job Description The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit, investment, and complex lending services. They identify member life‑stage cycles, provide solutions to financial...
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Branch Financial Advisor
6 days ago
Abbotsford, Canada Envision Financial, a division of First West Credit Union Full timeA regional financial institution in Abbotsford is seeking a Financial Advisor to provide exceptional customer service and manage member portfolios. The role involves handling complex transactions and advising members on their financial needs. Ideal candidates will possess a College Diploma, a Mutual Funds License, and a strong ability to build relationships....
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Associate Financial Advisor
2 weeks ago
Abbotsford, Canada iA Private Wealth Full timeWorking closely with a Senior Investment Advisor to assist with: - Fielding calls from clients, prospects and others - Completing client appointment packages - Inputting data - Coordinating client events - Processing client trades - Setting appointments - Client interaction - Assist with prospecting - Projects on an as needed basis - File organization and...
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Associate Financial Advisor
2 days ago
Abbotsford, Canada iA Private Wealth Full time**Job description** Working closely with a Senior Investment Advisor to assist with: *Fielding calls from clients, prospects and others *Completing client appointment packages *Inputting data *Coordinating client events *Processing client trades *Setting appoinments *Client interaction *Assist with prospecting *Projects on an as needed basis *File...
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Money Advisor
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Abbotsford, Canada Gulf & Fraser Full time**About Beem** Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...
