Financial Advisor

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to 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.

• Unlimited earning potential with compensation tied to your achievements, providing 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.

• 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.
• Participate in on‑going training and career 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.

• 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.

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

• To be contracted as a Sun Life advisor, you 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.