Financial Advisor at Sun Life
Financière Sun Life
Elevate your career as a Financial Advisor with Sun Life in Calgary, where you’ll build lasting client relationships and provide essential financial guidance. Embrace a purpose-driven role with unlimited earning potential and personal independence. Sun Life is seeking dedicated individuals to thrive as Financial Advisors in Calgary. This role focuses on nurturing relationships and helping clients navigate their financial journeys through personalized strategies. You will enjoy ongoing training and the freedom to tailor your work environment to your life. Key Responsibilities:
- Prepare and execute client attraction strategies
- Conduct meetings with current and prospective clients
- Review financial states and gather future goals
- Build financial roadmaps for clients' goals
- Recommend suitable insurance and investment products
- College/University degree with some professional experience
- Exceptional communication and relationship-building skills
- Disciplined, self-motivated, and goal-oriented
- Continuous learner with a commitment to helping others
- History of achievement in various fields
Vacancy posted 2 hours ago
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