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About the Role
As a Financial Advisor at Sun Life, you will build long-term relationships with clients, helping them plan financially for life's stages. You will make an impact in your community by providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
Responsibilities
- 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.
- On-going training and professional development to remain current with industry changes.
- Obtain professional accreditations and designations throughout their career.
- Stay connected within their community through ongoing networking activities, marketing, and referrals.
Requirements
- 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.
- Must be legally entitled to work in Canada.
- The Sun Life advisor role is 100% commission-based.
Skills
- Demonstrated ability to motivate others to action.
- Business development skills.
- LLQP and/or Mutual Fund license or course/exam completion.
Location
- Canada
Work Type
- Commission-based
- Sales - Direct
Experience Level
- Some professional experience
Education Level
- College/University degree
Salary/Compensations
- Unlimited earning potential
- 100% commission-based
Benefits
- 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.
- 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.
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
- Discover how you can make a difference in the lives of individuals, families and communities around the world.