14 Oct
|
Connect First Credit Union
|
Lethbridge
14 Oct
Connect First Credit Union
Lethbridge
Become a valued financial advisor with Sun Life, where you foster relationships and guide clients in their financial journeys. Enjoy a purpose-driven career with significant earning potential and independence. As a financial advisor, you will engage with clients, help them set and achieve financial goals, and provide recommendations tailored to their needs.
Your role includes preparing strategies to attract clients, reviewing their financial statuses, and implementing suitable insurance and investment products. Continuous learning and professional development are essential in this dynamic position. Key Responsibilities:
- Prepare and execute strategies to connect with new clients
- Conduct meetings to discuss clients' financial states
- Build tailored financial roadmaps for clients
- Recommend insurance and investment solutions
- Ensure client plans stay updated with life changes Requirements:
- College/University degree and relevant qualified experience
- Strong history of achievement in various areas
- Disciplined, self-motivated, and goal-oriented
- Excellent relationship-building skills
- Willingness to pursue professional accreditations Leverage your motivation and people skills to thrive as a financial advisor at Sun Life.
📌 Full-Time Financial Advisor at Sun Life (Lethbridge)
🏢 Connect First Credit Union
📍 Lethbridge