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 varied 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
- Robust 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.

📌 Sun Life Financial Advisor (Canada)
🏢 SunLife
📍 Canada