Prepare and execute strategies to attract and connect with new Clients
Conduct meetings with prospective and existing Clients
Review Clients’ current financial state and gather information about future goals
Build financial roadmaps to help Clients achieve their goals
Recommend and implement suitable insurance and investment products
Continue meeting with Clients to keep plans up to date as life situations change
Complete ongoing training and professional development to remain current with industry changes
Stay connected within the community through networking, marketing, and referrals
Build, develop, and grow an independent financial-advisor business
Requirements History of achievement in qualified, academic, athletic, or other areas
Enjoys engaging, developing, and maintaining relationships with people
Disciplined and self-motivated




Goal-oriented with a strong work ethic
Continuous learner with a deep interest in helping others
Excellent communication skills
College/University degree and some professional experience
Must be legally entitled to work in Canada
Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
LLQP and/or Mutual Fund license or course/exam completion is an optional asset
Core Competencies Demonstrates expertise in building financial roadmaps and recommending suitable insurance and investment products while maintaining strong client relationships. Committed to continuous learning and professional development to adapt to industry changes.

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📌 Financial Advisor (Alberta)
🏢 Jobtailor
📍 Alberta