Financial Advisor at Sun Life
Sun Life • victoria, Canada
Role Description
Empower your community as a Financial Advisor with Sun Life. Build relationships, offer advice, and enjoy unlimited earning potential in a purpose-driven career.
Become a vital part of community life with Sun Life as a Financial Advisor. This role seeks motivated individuals from diverse backgrounds who excel in relationship-building and are driven by independence and learning. Your impact will help clients secure their financial futures through tailored strategies and ongoing support.
Key Responsibilities:
• Attract and connect with new clients through networking
• Conduct thorough meetings with prospective clients
• Analyze clients' financial situations and future goals
• Develop customized financial roadmaps
• Recommend appropriate insurance and investment products
Requirements:
• College/University degree with professional experience
• Strong communication and interpersonal skills
• Self-motivate...
Become a vital part of community life with Sun Life as a Financial Advisor. This role seeks motivated individuals from diverse backgrounds who excel in relationship-building and are driven by independence and learning. Your impact will help clients secure their financial futures through tailored strategies and ongoing support.
Key Responsibilities:
• Attract and connect with new clients through networking
• Conduct thorough meetings with prospective clients
• Analyze clients' financial situations and future goals
• Develop customized financial roadmaps
• Recommend appropriate insurance and investment products
Requirements:
• College/University degree with professional experience
• Strong communication and interpersonal skills
• Self-motivate...