Financial Advisor

Position: Financial Advisor Role at Sun Life
Embrace a fulfilling career as a Financial Advisor with Sun Life in Barrie, Ontario. Help clients navigate their financial journeys while enjoying unlimited earning potential and independence.

This full-time role offers dynamic individuals the chance to build meaningful relationships and provide tailored financial advice. As a financial advisor, you'll connect with clients, create plans for their goals, and offer support throughout their financial journey. Success comes from not just your resume but your willingness to learn and engage.

Key Responsibilities:

• Attract and connect with new clients through strategic outreach

• Conduct detailed meetings with prospective and existing clients

• Review clients’ financial statuses and future objectives

• Develop customized financial roadmaps for clients

• Provide ongoing client support to adjust plans as necessary

Requirements:

• College/University degree and professional experience required

• Strong communication and relationship-building skills

• Disciplined, motivated, and goal-oriented mindset

• Interest in continuous learning and helping others

• LLQP or Mutual Fund license is a plus

Create lasting financial security for clients and cultivate your independence as a Financial Advisor at Sun Life.
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