25 Oct
|
SunLife
|
Prince George
25 Oct
SunLife
Prince George
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 qualified 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.
📌 Sun Life Financial Advisor (Prince George)
🏢 SunLife
📍 Prince George