Financial Advisor At Sun Life Brossard

Empower your community as a Financial Advisor with Sun Life, where you can build lasting relationships and guide clients to financial security. Enjoy unlimited earning potential and adaptable independence in a purpose-driven career.

As a Financial Advisor at Sun Life, you will prepare strategies to attract and connect with current clients while conducting meetings to assess their financial goals. This rewarding role emphasizes ongoing training and career development to keep you current with industry changes. You will build financial roadmaps and recommend suitable investment products to help clients achieve their dreams.

Key Responsibilities

• Establish and nurture relationships with clients
• Conduct strategy sessions with prospective clients
• Assess clients financial situations and goals
• Develop personalized financial roadmaps
• Recommend appropriate insurance and investment products

Requirements

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