SUN LIFE FINANCIAL ADVISOR - Prince Edward Island

Sun Life • Charlottetown, PE

5d • Hybrid

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. Being a successful advisor is not just about what’s on your resume, but about who you are as a person. This role offers unlimited earning potential, "earn while you learn" monthly bonuses, a purpose-driven career helping people become more financially secure, independence and flexibility, hands-on dedicated local support, a recognition program with prizes and travel incentives, and leading-edge technology. The role is 100% commission-based.

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