- 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 career 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

- Professional Development

- Community Engagement

📌 Financial Advisor (Regina)
🏢 Jobtailor
📍 Regina