Build long-term relationships with Clients and help them plan financially for different life stages
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
Meet with Clients on an ongoing basis to keep plans up to date as life situations change
Complete ongoing training and professional development to remain current with industry changes
Obtain professional accreditations and designations throughout the career
Stay connected within the community through networking, marketing, and referrals
Requirements History of achievement in professional, academic, athletic, or other areas
Enjoys engaging, developing, and maintaining relationships with people
Disciplined and self-motivated
Goal-oriented with a robust work ethic
Continuous learner with a deep interest in helping others
Excellent communication skills
College/University degree
Some skilled 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 are optional assets
Core Competencies Demonstrates expertise in building long-term client relationships and developing financial strategies tailored to individual goals. Proficient in recommending and implementing suitable insurance and investment products while maintaining up-to-date financial plans.
Highest-signal resume keywords Client Relationship Management
Financial Planning
Insurance Product Recommendation
Investment Product Implementation
Excellent Communication Skills
ATS Optimization Keywords Hard Skills Financial Roadmap Development
Goal Setting
Client Needs Assessment
Ongoing Financial Review
Professional Development
Soft Skills Disciplined
Self-Motivated
Goal-Oriented
Engaging
Relationship Building
Certifications & Qualifications LLQP License
Mutual Fund License
Industry Keywords Financial Services
Client Engagement
Networking
Marketing
Professional Accreditation