Build long-term relationships with people and help them plan financially for various stages of life
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
Stay current with industry changes through training and professional development
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 strong work ethic
Continuous learner with a deep interest in helping others
Excellent communication skills
College/University degree
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 optional
Core Competencies Demonstrates expertise in building long-term client relationships and developing tailored financial strategies. Proficient in recommending suitable insurance and investment products while maintaining up-to-date financial plans.
Highest-signal resume keywords Client Relationship Management
Financial Planning
Insurance Product Knowledge
Investment Product Knowledge
Excellent Communication Skills
ATS Optimization Keywords Hard Skills Financial Roadmap Development
Client Needs Assessment
Goal Setting
Market Analysis
Investment Strategy Implementation
Soft Skills Relationship Building
Self-Motivation
Goal Orientation
Continuous Learning
Interpersonal Skills
Certifications & Qualifications LLQP License
Mutual Fund License
Industry Keywords Financial Services
Client Meetings
Networking
Career development
Community Engagement