Found Description
Transform lives as a Financial Advisor with Sun Life, where building long-term client relationships and providing financial guidance are key. Enjoy unlimited income potential and a flexible career path in this fulfilling role.
As a Financial Advisor at Sun Life, your role encompasses attracting clients, conducting meetings, and crafting customized financial roadmaps. You will recommend suitable insurance and investment products while continuously adapting to clients’ changing life circumstances. This position requires ongoing training and development to stay current with industry trends and earn professional designations.
Key Responsibilities:
• Prepare strategies to connect with new clients
• Conduct client meetings and review their financial goals
• Build personalized financial roadmaps for clients
• Recommend insurance and investment products accordingly
• Maintain up-to-date plans as clients’ situations evolve
Requirements:
• College degree with some prof...
As a Financial Advisor at Sun Life, your role encompasses attracting clients, conducting meetings, and crafting customized financial roadmaps. You will recommend suitable insurance and investment products while continuously adapting to clients’ changing life circumstances. This position requires ongoing training and development to stay current with industry trends and earn professional designations.
Key Responsibilities:
• Prepare strategies to connect with new clients
• Conduct client meetings and review their financial goals
• Build personalized financial roadmaps for clients
• Recommend insurance and investment products accordingly
• Maintain up-to-date plans as clients’ situations evolve
Requirements:
• College degree with some prof...
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