Become a Sun Life Financial Advisor
Sun Life • city of moncton, Canada
Role Description
Unlock your potential as a Financial Advisor with Sun Life, guiding clients on their financial journeys. Experience growth opportunities and a purpose-driven career supporting community members.
Join Sun Life in Moncton as a Financial Advisor. This role is ideal for individuals who enjoy fostering relationships and have a strong desire to learn. You will perform client meetings, create financial strategies, and ensure your clients' plans remain current and effective.
Key Responsibilities:
• Develop strategies to attract new clients effectively
• Conduct thorough client meetings to understand needs
• Create tailored financial plans for clients' successes
• Recommend appropriate insurance and investment products
• Provide continuous support as clients’ needs evolve
Requirements:
• Background of success in diverse fields
• Excellent interpersonal and communication skills
• Degree from a college or university
• Self-motivated and capable of independent w...
Join Sun Life in Moncton as a Financial Advisor. This role is ideal for individuals who enjoy fostering relationships and have a strong desire to learn. You will perform client meetings, create financial strategies, and ensure your clients' plans remain current and effective.
Key Responsibilities:
• Develop strategies to attract new clients effectively
• Conduct thorough client meetings to understand needs
• Create tailored financial plans for clients' successes
• Recommend appropriate insurance and investment products
• Provide continuous support as clients’ needs evolve
Requirements:
• Background of success in diverse fields
• Excellent interpersonal and communication skills
• Degree from a college or university
• Self-motivated and capable of independent w...