Job Description
Shape your career as a Sun Life Advisor, dedicated to helping families achieve financial security and healthier lives. Build rapport and trust while making a significant community impact.
As a Financial Advisor at Sun Life, you’ll attract and connect with clients, guiding them through comprehensive financial planning. Your role involves assessing client needs, creating strategic financial roadmaps, and recommending tailored products that promote financial health. Regular client engagement ensures that their plans evolve with life events, supported by your commitment to ongoing learning.
Key Responsibilities:
• Prepare strategies to engage with new clients
• Hold meetings to assess financial ambitions and states
• Create personalized financial plans for each client
• Recommend investment and insurance products effectively
• Ensure ongoing communication as client circumstances change
Requirements:
• College/University degree and relevant experience
• Strong ...
As a Financial Advisor at Sun Life, you’ll attract and connect with clients, guiding them through comprehensive financial planning. Your role involves assessing client needs, creating strategic financial roadmaps, and recommending tailored products that promote financial health. Regular client engagement ensures that their plans evolve with life events, supported by your commitment to ongoing learning.
Key Responsibilities:
• Prepare strategies to engage with new clients
• Hold meetings to assess financial ambitions and states
• Create personalized financial plans for each client
• Recommend investment and insurance products effectively
• Ensure ongoing communication as client circumstances change
Requirements:
• College/University degree and relevant experience
• Strong ...