07 Nov
|
Educators Financial Group
|
Quebec City
07 Nov
Educators Financial Group
Quebec City
Become a Financial Advisor with Sun Life in Prince Edward Island. Build lasting relationships and provide tailored financial advice to clients for unlimited income potential.At Sun Life, we seek motivated individuals ready to excel in a purpose-driven financial advisory role. This career allows you to connect with clients, conduct thorough financial assessments, and create personalized roadmaps for their financial goals. Your efforts will not only foster independence but also provide meaningful support to the community's financial security.Key Responsibilities:Prepare and execute strategies to attract recent clientsConduct meetings with prospective and existing clientsBuild financial roadmaps based on clients' goalsRecommend suitable insurance and investment productsStay connected with clients through ongoing meetingsRequirements:College/University degree and professional experienceStrong communication and relationship-building skillsSelf-motivated with a disciplined work ethicInterest in continuous learning and developmentHistory of achievement in various fieldsMake a significant impact by guiding clients to achieve financial security and healthier lives as a Financial Advisor at Sun Life.
📌 Advisor, Ig Wealth Management, Corporate Channel (Mutual Fund Licensed) - Quebec City
🏢 Educators Financial Group
📍 Quebec City