Become a Financial Advisor at Sun Life
Sun Life Québec • sherbrooke, Canada
Role Description
Kick-start your career as a Financial Advisor with Sun Life and make an impact in your community. Enjoy independent work, financial rewards, and a commitment to helping others.
We're looking for enthusiastic individuals who thrive in engaging with clients and advising them on financial planning. As a Financial Advisor at Sun Life, you will build relationships and create tailored financial plans to meet client needs. Your success is supported through a culture of continuous learning and mentorship.
Key Responsibilities:
• Build rapport and trust with new clients
• Conduct meetings to assess financial needs
• Create tailored financial strategies for clients
• Recommend matching insurance and investment solutions
• Maintain ongoing client relationships for financial updates
Requirements:
• Minimum a College/University degree
• Excellent communication and relationship-building skills
• Highly disciplined and self-motivated
• Goal-oriented and committed t...
We're looking for enthusiastic individuals who thrive in engaging with clients and advising them on financial planning. As a Financial Advisor at Sun Life, you will build relationships and create tailored financial plans to meet client needs. Your success is supported through a culture of continuous learning and mentorship.
Key Responsibilities:
• Build rapport and trust with new clients
• Conduct meetings to assess financial needs
• Create tailored financial strategies for clients
• Recommend matching insurance and investment solutions
• Maintain ongoing client relationships for financial updates
Requirements:
• Minimum a College/University degree
• Excellent communication and relationship-building skills
• Highly disciplined and self-motivated
• Goal-oriented and committed t...