Sun Life Financial Advisor
| Company | Sun Life |
|---|---|
| Location | Brossard, QC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Has a history of achievement (professional, academic, athletics, etc.)
- Enjoys engaging, developing, and maintaining relationships with people.
- Is disciplined and self-motivated.
- Is goal-oriented with a strong work ethic.
- Is a continuous learner with a deep interest in helping others.
- Has excellent communication skills.
- Has a College/University degree and some professional experience.
Responsibilities
- Prepare and execute strategies to attract and connect with new Clients.
- Conduct meetings with prospective and existing Clients.
- Review their current financial state and gather information about their future goals.
- Build a financial roadmap to help them achieve these goals.
- Recommend and implement suitable insurance and investment products that align with this financial roadmap.
- Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.).
- On-going training and professional development to remain current with industry changes.
- Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
- Stay connected within their community through ongoing networking activities, marketing, and referrals.
Preferred Qualifications
- Demonstrated ability to motivate others to action.
- Business development skills.
- LLQP and/or Mutual Fund license or course/exam completion.