SUN LIFE FINANCIAL ADVISOR
4 hours ago
Job Description :Req#JR00034447 FC063 Quebec CentreSUN 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
19 hours ago
Trois-Rivières, QC, 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...
-
Partenaire, Développement Des Affaires
3 days ago
Trois-Rivières, 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...
-
Trois-Rivières, Canada Desjardins Full timeFinancial Security Advisor, Life and Health Insurance Apply for the Financial Security Advisor, Life and Health Insurance role at Desjardins. Responsibilities Use marketing programs to create sales opportunities and sell life, health, disability and critical illness insurance products. Assess customer satisfaction and service quality, follow up and make...
-
Financial Security Advisor
2 weeks ago
Trois-Rivières, Canada Desjardins Full timeA leading financial services firm is seeking a Financial Security Advisor specializing in life and health insurance in Trois-Rivières, Canada. The role involves creating sales opportunities, assessing customer needs, and recommending personalized solutions. Candidates should have a Bachelor's degree, at least two years of relevant experience, and a Life...
-
Bilingual Disability Case Manager
3 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeGet AI-powered advice on this job and more exclusive features. Job Description Start date: March 23th 2026 Location: Montreal (hybrid) Make a Meaningful Impact on Health and Recovery Are you a healthcare professional or business graduate with a passion for helping others navigate complex health journeys? Join Sun Life’s Group Disability team, where we...
-
Gestionnaire de dossier d'invalidité bilingue
4 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeGestionnaire de dossier d'invalidité bilingue Join to apply for the Gestionnaire de dossier d'invalidité bilingue role at Sun Life Québec Vous 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...
-
Trois-Rivières, Canada Desjardins Group Full timeAs a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...
-
Gestionnaire de dossier d'invalidité bilingue
19 minutes ago
Trois-Rivières, Quebec, Canada Sun Life Québec 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...
-
Trois-Rivières, Qc, Canada Sun Life Québec 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...
-
Relationship-Driven Financial Advisor
3 weeks ago
Trois-Rivières, Canada CIBC Full timeA leading financial services provider in Trois-Rivières is seeking a passionate Financial Advisor. In this role, you will build and grow client portfolios through dedicated relationship management and exceptional client service. You'll engage clients with tailored financial advice that helps secure their futures. The ideal candidate is driven, certified in...
