Create personalized financial roadmaps for Sun Life Clients while developing trusted relationships and recommending suitable insurance and investment products.
As a Financial Advisor, you will help Clients plan financially through changing life stages. You will connect with new prospects, conduct meetings, assess current financial states, and align recommendations with future goals. The work includes continued Client reviews, community networking, marketing, and referrals.
Key Responsibilities: Prepare strategies to attract current Clients
Meet with prospective and existing Clients
Gather information about Clients’ future goals
Keep financial plans current as circumstances change
Network through community activities, marketing, and referrals
Requirements: History of professional, academic, or athletic achievement
Enjoyment of engaging and developing relationships
Strong work ethic and goal-oriented mindset
College or University degree and professional experience
Ability to communicate clearly with Clients
Bring disciplined relationship management and financial planning expertise to support Clients through family, career, housing, and debt changes.

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