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 career development are essential in this dynamic position.
Key Responsibilities:
• Prepare and execute strategies to connect with recent 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 professional experience
• Strong history of achievement in various areas
• Disciplined, self-motivated, and goal-oriented
• Excellent relationship-building skills
• Willingness to pursue skilled accreditations
Leverage your motivation and people skills to thrive as a financial advisor at Sun Life.
J-18808-Ljbffr
📌 Full Time Financial Advisor At Sun Life Alberta
🏢 Connect First Credit Union
📍 Alberta
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.