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 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 qualified 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.

📌 Full Time Financial Advisor At Sun Life Lethbridge (Canada)
🏢 Connect First Credit Union
📍 Canada