Independent Financial Advisor Role at Sun Life

Explore a dynamic career as an Independent Financial Advisor with Sun Life. Help clients plan for their financial future while enjoying the freedom to manage your own business.
In this role, you’ll connect with individuals seeking financial guidance and build impactful relationships. Your initiative and discipline will drive your success as you develop customized financial plans and implement strategies to achieve client goals. Sun Life offers extensive support to help you establish and expand your practice.
Key Responsibilities:
• Engage new clients through targeted strategies
• Host meetings with existing and potential clients
• Assess current financial positions and goals
• Design personalized financial plans for clients
• Provide ongoing monitoring and amendments to client plans
Requirements:
• Strong achievement history across various fields
• Excellent skills in networking and relationship building
• College/University degree with professional exp...