Sun Life Financial Advisor in Moncton
Sun Life
Transform lives as a Financial Advisor with Sun Life in Moncton. Enjoy the flexibility and independence of helping clients achieve their financial goals while maximizing earning potential. As a Financial Advisor at Sun Life, you will build meaningful relationships within your community. This role requires you to prepare strategies, conduct client meetings, and create financial roadmaps tailored to individual goals. With ongoing training and support, you will grow your career while earning monthly bonuses. Key Responsibilities:
- Attract and connect with new clients effectively
- Conduct thorough client meetings to assess financial states
- Develop personalized financial roadmaps for goal achievement
- Recommend suitable insurance and investment products
- Provide ongoing plan updates as clients' lives change
- Proven track record of past achievements
- Excellent communication and relationship-building skills
- Self-motivated and goal-oriented with a strong work ethic
- College/University degree with relevant experience
- Interest in continuous learning and professional development
Vacancy posted more than 2 months ago
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