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