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 recent 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.

📌 Financial Planning Advisor Sun Life (Prince George)
🏢 SunLife
📍 Prince George