Build long-term Client relationships as a Sun Life Financial Advisor, creating financial roadmaps and recommending insurance and investment products.
Financial advisors help individuals, families, and business owners plan for life’s stages. At Sun Life, you will review Clients’ financial situations, understand future goals, and implement suitable recommendations. The career welcomes wide-ranging professional and educational backgrounds, with ongoing training and professional development.
Key Responsibilities: Attract and connect with prospective Clients
Conduct meetings with prospective and existing Clients
Review financial situations and gather future goals
Build financial roadmaps for Clients
Recommend and implement suitable insurance and investment products
Requirements: College or University degree and some professional experience
Excellent communication skills
Strong relationship-building and relationship-maintenance abilities
Disciplined, self-motivated, and goal-oriented approach
Deep interest in helping others and continuous learning
Use communication, relationship-building, and financial planning skills to help Sun Life Clients achieve lifetime financial security.

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📌 Sun Life Financial Advisor (British Columbia)
🏢 SunLife
📍 British Columbia