Full-Time|Based in Langley, BC|Serving Clients Across British Columbia|Entry Level
About the Opportunity Chris Heaney Financial Services Inc. is a growing Sun Life financial services practice based in Langley, BC, serving clients across British Columbia. We take a holistic approach to client service — working with individuals and families on life insurance, health insurance, mutual funds, RRSPs, TFSAs, and other financial products to help them build security and confidence at every stage of life.
We are hiring an Associate Advisor to work within our practice under the guidance of Chris Heaney, a fully licensed Sun Life Advisor with over 30 years of experience in the financial services industry since 1991. This is an important distinction: the Associate Advisor role is a licensed, client-facing position that supports and works alongside the lead Advisor. It is an excellent entry point for someone looking to build a long-term career in financial services within an established, successful practice.
People from various professional and educational backgrounds have found success in this career — because being a great advisor is not just about what is on your resume. It is about who you are as a person. If you love talking to people, are disciplined and motivated, value independence, and enjoy learning and developing new skills — let's talk!
About the Role As an Associate Advisor, you will work directly below Chris Heaney (Advisor) in our practice structure. Our approach to client service is holistic — we look at the full picture of each client's needs, including life and health insurance, savings and investment products such as mutual funds, RRSPs, and TFSAs, and protection strategies for individuals and families.



You will be fully licensed to sell life insurance products as a condition of contracting with Sun Life, and you will be expected to obtain your Mutual Fund license within a reasonable period after joining.
What You'll Do Work alongside the lead Advisor to deliver holistic financial services to clients across BC
Prepare and execute strategies to attract and connect with recent clients
Conduct meetings with prospective and existing clients to understand their needs and goals
Review clients' current situation and help develop tailored recommendations across insurance and investment products
Recommend and implement suitable life insurance, health insurance, mutual funds, RRSPs, TFSAs, and other products aligned with each client's needs
Continue to meet with clients regularly to keep their coverage and savings strategies current as life circumstances change
Support the lead Advisor with client file preparation, product recommendations, and proposals
Manage client files, data, and documentation accurately and efficiently
Stay connected through ongoing networking, marketing, and referral activities
Pursue ongoing training and work toward professional designations throughout your career (e.g., CFP, CLU)
Licensing Requirements Life insurance license (LLQP) — required upon contracting with Sun Life (must be obtained prior to or at time of hire)
Mutual Fund license (MFDA/CSC) — not required immediately, but will be expected as the role develops over time




What's in It for You Direct mentorship from Chris Heaney, a Sun Life Advisor with over 30 years of industry experience
Unlimited earning potential — compensation tied to your achievements with an ongoing income stream
"Earn while you learn" monthly bonuses to provide financial stability as you build your skills
A purpose-driven career helping people across British Columbia build financial security
The independence and flexibility to build your work around what matters most to you
Hands‑on, dedicated support to help you launch, develop, and grow your business
A recognition program celebrating achievements through prizes, travel incentives, Conventions, Learning Retreats, Awards of Excellence, and stock ownership
Leading-edge Sun Life technology so you can do business easily, anytime and anywhere
Who We're Looking For Has a history of achievement — professional, academic, athletic, or otherwise
Enjoys engaging, developing, and maintaining relationships with people
Is disciplined, self-motivated, and goal-oriented with a strong work ethic
Is a continuous learner with a genuine interest in helping others
Has excellent interpersonal and communication skills
Holds a college or university degree and has some professional experience
Has 0–2 years of experience in financial services, insurance, or a client-facing role
Assets (Optional) Demonstrated ability to motivate others to take action
Business development skills
Mutual Fund license already obtained
Please Note: To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor applications for authorization to work in Canada, including work permits or permanent residency.

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📌 Associate Advisor (British Columbia)
🏢 Chris Heaney
📍 British Columbia