SUN LIFE Financial Advisor

Job Description

<p>You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.</p><p>Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.</p><p>People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.</p><p>Are you someone who loves talking to people and comfortable providing advice?</p><p>Are you disciplined and motivated?</p><p>Do you value your independence?</p><p>Do you love learning and developing new skills?</p><p>If this sounds like you, let’s talk!</p><p>What’s in it for you?</p><p>Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.</p><p>“Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.</p><p>A purpose-driven career helping people in your community become more financially secure.</p><p>The independence and flexibility to build your work around the important things in your life.</p><p>Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.</p><p>A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.</p><p>Leading-edge technology so you can do business easily anytime, anywhere.</p><p>A culture that celebrates excellence and inclusivity.</p><p>What does a financial advisor do?</p><p>Here are some of the more common activities performed by successful financial advisors:</p><p>Prepare and execute strategies to attract and connect with new Clients.</p><p>Conduct meetings with prospective and existing Clients.</p><p>Review their current financial state and gather information about their future goals.</p><p>Build a financial roadmap to help them achieve these goals.</p><p>Recommend and implement suitable insurance and investment products that align with this financial roadmap.</p><p>Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)</p><p>On-going training and professional development to remain current with industry changes.</p><p>Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).</p><p>Stay connected within their community through ongoing networking activities, marketing, and referrals.</p><p>The person we are looking for:</p><p>Has a history of achievement (professional, academic, athletics, etc.).</p><p>Enjoys engaging, developing, and maintaining relationships with people.</p><p>Is disciplined and self-motivated.</p><p>Is goal-oriented with a strong work ethic.</p><p>Is a continuous learner with a deep interest in helping others.</p><p>Has excellent communication skills.</p><p>Has a College/University degree and some professional experience.</p><p>Assets (optional):</p><p>Demonstrated ability to motivate others to action.</p><p>Business development skills.</p><p>LLQP and/or Mutual Fund license or course/exam completion.</p><p>Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.</p><p>To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.</p><p>Has a history of achievement (professional, academic, athletics, etc.).</p><p>Enjoys engaging, developing, and maintaining relationships with people.</p><p>Is disciplined and self-motivated.</p><p>Is goal-oriented with a strong work ethic.</p><p>Is a continuous learner with a deep interest in helping others.</p><p>Has excellent communication skills.</p><p>Has a College/University degree and some professional experience.</p>