Sun Life Financial Advisor Opportunity (Saint-Jean-sur-Richelieu)
Sun Life
Embrace a fulfilling career with Sun Life as a Financial Advisor, building lasting relationships and providing tailored financial advice. Enjoy unlimited income potential and independence while making a meaningful community impact. As a Financial Advisor with Sun Life, you will connect with clients, assess their financial situations, and develop personalized strategies to achieve their goals.
With training and resources focused on your growth, you will deliver advice on insurance and investment products while maintaining client relationships. This role offers a blend of professional development and the freedom to shape your career.
Key Responsibilities:
- Prepare strategies to attract current clients
- Conduct meetings with existing and prospective clients
- Review clients' financial situations for goal setting
- Build financial roadmaps tailored to clients' needs
- Recommend suitable investment and insurance products
Requirements:
- Strong communication and relationship-building skills
- College/University degree with some experience
- Self-motivated, disciplined, and goal-oriented
- Continuous learner passionate about helping others
- Optional: LLQP or Mutual Fund license completion
Become part of Sun Life to guide clients toward achieving financial security and a healthier lifestyle.
#J-18808-LjbffrVacancy posted 8 days ago
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