SUN LIFE FINANCIAL ADVISOR (Saint-Laurent)

Job Description

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 by providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.

What’s in it for you?

• Unlimited earning potential with compensation tied to your achievements and an ongoing stream of income.
• Monthly bonuses to provide financial stability while you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• Independence and flexibility to build your work around the important things in your life.
• Hands‑on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
• A recognition program that celebrates your achievements through prizes, travel incentives, conventions, learning retreats, and awards of excellence.
• Leading‑edge technology so you can do business easily anytime, anywhere.
• A culture that celebrates excellence and inclusivity.

What does a financial advisor do?

• Prepare and execute strategies to attract and connect with current clients.
• Conduct meetings with prospective and existing clients.
• Review their current financial state and gather information about their future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with this financial roadmap.
• Continue to meet with clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.).
• Engage in on‑going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (e.g., Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

The person we are looking for

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined, self‑motivated, and goal‑oriented with a strong work ethic.
• Is a continuous learner with a deep interest in helping others.
• Has excellent communication skills.
• Has a college/university degree and some professional experience.
• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.

Assets (optional)

• Demonstrated ability to motivate others to action.
• Business development skills.
• LLQP and/or Mutual Fund license or course/exam completion.

To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.