- 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 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 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
- Career 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

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📌 Financial Advisor (Toronto)
🏢 Jobtailor
📍 Toronto