Sun Life Financial Advisor Role (Kelowna)

Sun Life Financial Advisor Role (Kelowna)

19 Aug
|
Sun Life
|
Kelowna

19 Aug

Sun Life

Kelowna

Make a meaningful impact as a Financial Advisor with Sun Life. This rewarding position focuses on client relationships and supports your growth while offering unlimited earning potential. Join a agile team at Sun Life where you'll engage with clients to help them achieve financial security.

This role is perfect for self-motivated individuals who thrive on building connections and possess the courage to provide advice. You'll be supported with local training and dedicated resources to ensure your success. Key Responsibilities:

- Develop client connections to attract new business
- Conduct financial reviews and strategic meetings
- Create customized financial plans and roadmaps
- Implement appropriate insurance and investment products
- Maintain ongoing client relationships and support Requirements:
- College/University degree and professional experience
- Excellent communication and interpersonal skills
- Disciplined, motivated, and results-oriented
- Passionate about continuous learning and development
- Optional: LLQP or Mutual Fund license Transform your career into a purpose-driven endeavor with Sun Life and uplift communities.

📌 Sun Life Financial Advisor Role (Kelowna)
🏢 Sun Life
📍 Kelowna

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