SUN LIFE FINANCIAL ADVISOR - British Columbia

Sun Life • Abbotsford, BC

1d • Remote

About The Position

Financial advisors 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. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. Success as an advisor is not just about what's on your resume, but who you are as a person. This role is for individuals who love talking to people, are comfortable providing advice, are disciplined and motivated, value their independence, and love learning and developing new skills.

Requirements

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self-motivated.
• Is 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.
• 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.

Nice To Haves

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

Responsibilities

• Prepare and execute strategies to attract and connect with new 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.).
• On-going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

Benefits

• Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
• “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• The 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 and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
• Leading-edge technology so you can do business easily anytime, anywhere.
• A culture that celebrates excellence and inclusivity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree