Financial Advisor at Sun Life
Sun Life
Embark on a rewarding career as a Financial Advisor with Sun Life, focusing on building long-term relationships and providing financial guidance. Enjoy unlimited earning potential and flexibility as you help clients achieve their financial goals. This role is ideal for motivated individuals passionate about financial planning. As a Financial Advisor, you will connect with clients, assess their current financial situations, and create personalized financial roadmaps. Continuous learning and professional development are key as you work towards earning your certifications such as Certified Financial Planner (CFP). Key Responsibilities:
• Prepare strategies to attract and connect with new clients
• Conduct meetings with prospective and existing clients
• Review clients' financial states and future goals
• Build personalized financial roadmaps aligned with client goals
• Recommend suitable insurance and investment products Requirements:
• College/university degree and some professional experience
• Strong communication and engagement skills
• Goal-oriented with a robust work ethic
• Desire to learn and support others in financial matters
• History of achievement in relevant fields Take control of your future and become a trusted advisor in your community.
#J-18808-Ljbffr
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor at Sun Life in Winnipeg, MB vacancy
- Create meaningful financial connections with clients as a Financial Advisor at Sun Life in Canada. Help individuals and families navigate their financial future while enjoying unlimited income potential. Sun Life seeks dedicated Financial Advisors eager to cultivate relationships...SuggestedLocal area
- ...Associate Planner, Direct Are you a forward‑thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions,...SuggestedLong term contractWork from home
- Job Description: Req#JR00034461 FC164 Montreal Nord-Est SUN LIFE FINANCIAL ADVISOR 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...SuggestedLong term contractPermanent employmentInternshipLocal area
- Become a trusted Sun Life Financial Advisor and help clients achieve their financial goals while enjoying unlimited earning potential. This role offers a purpose-driven career with ongoing support for skill development. As a Financial Advisor at Sun Life, you will engage with...Suggested
- Build a rewarding career as a Financial Advisor with Sun Life in Pointe-Claire. Enjoy the freedom to create your business while receiving comprehensive training and support. This role is designed for self-starters passionate about client-focused financial advising. You will...SuggestedLong term contract
- Build lasting client relationships as a Financial Advisor at Sun Life in Richmond Hill. Leverage your communication skills while providing tailored financial strategies to help clients achieve their goals. This role offers a unique opportunity to impact your community and...
- Drive financial optimization as the AVP In-Force Management at Sun Life Canada. Collaborate with top leaders and enhance profitability across in-force businesses while fostering a talented team. This executive role, reporting to the VP of In-Force Management and Business...
- Elevate your career as a Business Development Consultant at Sun Life, where you will empower advisors in a hybrid working environment. Leverage your financial services expertise to coach and develop successful financial practices. In this pivotal role, you will recruit, onboard...
$85k per year
Devenez conseiller financier indépendant avec Sun Life et accompagnez vos clients vers une santé financière optimale. Profitez d’un revenu potentiel dépassant 85 000 $ et d’un appui financier substantiel. Ce poste de conseiller en sécurité financière sous statut autonome...- Advance your career with Serenia Life Financial as a Financial Insurance Representative. This role is perfect for motivated professionals eager to build client relationships and provide proactive financial solutions. At Serenia Life, we focus on hiring people-driven professionals...
- Financial Advisor – (Wealth & Investment Advisory) A globally established wealth management group is expanding its Canadian advisory division and is seeking experienced financial advisors to join its Toronto-based platform. This role is suited to professionals currently managing...Long term contract
- ...Shape your financial career at Sun Life as a Financial Advisor in Pointe-Claire. Enjoy the independence to grow your own business and earn as you progress. As a Financial Advisor with Sun Life, you will enjoy comprehensive training and ongoing support, helping you establish...Long term contractLocal area
- Elevate client relationships as a Senior Financial Advisor with CIBC in Penticton, BC. Focus on investment advice and strategic financial planning while influencing your community. As a Senior Financial Advisor at CIBC, you will manage key client portfolios and draft comprehensive...Local area
- Become a Financial Security Advisor with iA Financial Group and merge your entrepreneurial spirit with impactful financial guidance. This role focuses... ...At iA Financial Group, you’ll serve as a vital advisor in Life and Health Insurance while achieving personal development....Self employment
- Elevate client relationships as an RBC Financial Advisor in Montmagny, Canada. Nurture high-value personal and small business accounts while providing tailored financial advice and support. As an RBC Financial Advisor, you will play a vital role in delivering expert financial...Local area
- Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding... ...proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on...Remote workMonday to fridayFlexible hoursAfternoon shift
- Become a Financial Advisor focusing on Investment & Retirement with our team. Drive business growth in a dynamic market while providing tailored investment solutions and outreach to clients. We are seeking a Financial Advisor with 3+ years of experience in financial planning...
- Grow as a Financial Security Advisor, specializing in life and health insurance. Help clients achieve financial security through comprehensive analysis and strategic advice. In this role, you will become a trusted advisor, focusing on exceptional customer service. Your sociable...
- Join RBC as a Financial Advisor in Squamish, Canada, and empower clients to achieve their financial dreams. Use your expertise to provide insightful advice and build lasting relationships. As an RBC Financial Advisor, you will engage with personal and small business clients...
- Join the education sector as an Expert Financial Aid Advisor providing crucial support through OSAP. This temporary, full-time position allows you to balance onsite and remote work. As a Financial Aid Advisor, you will play an essential role in guiding students through the...Full timeTemporary workRemote work
- ...relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll... ...(CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant...Full timeBank staffLocal areaFlexible hoursAfternoon shift
- Lead innovation initiatives with iA Financial Group in Quebec or Montreal. Drive impactful projects in financial services and AI while promoting a culture of continuous improvement. As an Innovation Advisor, you will play a pivotal role in shaping strategy and execution...
$60k - $75k per year
Financial Services Representative- Wealth Advisor As the Financial Service Representative you will focus on developing and deepening client relationships by... ...financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to...Afternoon shift- Why Choose Experior Financial Group Flexible work schedule with hybrid work opportunities (office, home, or remote) Competitive compensation... ...financial product distribution networks Your Role As a Life insurance & investment agent, you will help clients achieve their...Long term contractWork at officeRemote workWork from homeFlexible hours
- Elevate your career as a Senior Financial Advisor with Cambrian Credit Union in Wealth Management. Focus on client portfolios, delivering expert financial guidance both remotely and on-site. This senior role will have you managing high-value member portfolios while crafting...Remote work
- Become a trusted Financial Advisor with CIBC in Ottawa, focusing on proactive client engagement and tailored financial planning. This role centers on growing client relationships and advising on financial strategies. In this full time position on the Imperial Service Team,...Long term contractFull time
- What your role will be … Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development...
- Drive financial growth as a Financial Advisor at RBC PH&N Investment Counsel. Build lasting relationships with high-net-worth clients and enhance their investment strategies in this fulfilling role. As a Financial Advisor at one of Canada's leading investment firms, you...
- Join CI Financial Corp as an Investment Advisor, where you'll offer clients strategic insights into wealth management. This role includes portfolio management and market analysis for financial growth. As part of our CI Assante team, your expertise in financial planning and...
- Senior Advisor – Validation of Financial Crime Models A career as a Senior Advisor – Validation of Financial Crime Models on the Model Risk Management team at National Bank means acting as an independent specialist—in assessing and validating financial crime models. This...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor at Sun Life. Be the first to apply!
Related searches
- financial advisor assistant Winnipeg, MB
- associate financial advisor Winnipeg, MB
- financial advisor Winnipeg, MB
- senior financial advisor Winnipeg, MB
- associate financial representative Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial planner work from home Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial planning consultant Winnipeg, MB
- financial advisor part time Winnipeg, MB