SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Job Description :Req#JR00034421 FC025 Owen SoundSUN 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
3 days ago
Owen Sound, Canada Financière 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...
-
Financial Advisor
3 days ago
Owen Sound, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to join their team as financial advisors. This role offers the opportunity to build long-term relationships and help clients achieve financial security. With unlimited earning potential and a supportive environment, you will have the independence to shape your career while making a meaningful...
-
Wealth Advisor
6 days ago
Owen Sound, Canada The Canada Life Assurance Company Full time $68,400 - $113,900Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the...
-
Owen Sound, Canada Accelerate Her Future® Full timeA leading bank in the Americas is seeking a Financial Advisor to join their team in Owen Sound. In this role, you will establish strong relationships with customers, provide tailored advice, and help them achieve their financial goals. The ideal candidate will possess a mutual funds license and a track record of meeting sales targets in a dynamic...
-
Owen Sound, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Owen Sound. The role focuses on building customer relationships, providing exceptional service, and developing comprehensive financial plans. Candidates should possess a Mutual Funds licence and be working towards the CIFP Diploma. The bank offers a competitive compensation package and career...
-
Owen Sound, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Owen Sound. The role focuses on building customer relationships, providing exceptional service, and developing comprehensive financial plans. Candidates should possess a Mutual Funds licence and be working towards the CIFP Diploma. The bank offers a competitive compensation package and career...
-
Financial Analyst Assistant
2 weeks ago
Owen Sound, Canada Troy Life & Fire Safety Ltd. Full timeTroy Life & Fire Safety Ltd. is looking for a **Financial Analyst Assistant**to join our headquarters in Owen Sound, ON. **Key Responsibilities**: - Accountable for accurate invoice coding of large data set invoices to ensure correct cost allocation to our profit centers. - Accurately distribute incentive reports. - Supports the calculation of incentive...
-
Financial Advisor
1 day ago
Parry Sound, Canada Royal Bank of Canada Full time**Job Summary** **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 our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Remote Life Insurance Advisor | Growth
3 weeks ago
Owen Sound, Canada HMG Careers Full timeA growing insurance firm is seeking dedicated individuals to join as Insurance Advisors in Owen Sound, ON. This full-time remote position offers a competitive commission structure, exceptional benefits, and a dynamic team environment. Candidates should have effective communication skills and a willingness to learn. The role includes contacting leads,...
-
Financial Advisor
3 days ago
Owen Sound, Canada Scotiabank Full timeRequisition ID: 180086 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow...
