Financial Advisor

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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. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients—who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Req#JR FC3

Hamilton

SUN LIFE FINANCIAL ADVISOR

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.

• loves talking to people and is comfortable providing advice
• is disciplined and motivated
• values independence
• is passionate about learning and developing new skills

If this sounds like you, let’s talk!

• Unlimited earning potential with compensation tied to your achievements and an ongoing income stream
• “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 celebrating 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

Here are some of the activities performed by successful financial advisors:

• Prepare and execute strategies to attract and connect with new clients
• Conduct meetings with prospective and existing clients
• Review clients’ current financial state and gather information about their future goals
• Build a financial roadmap to help them achieve their goals
• Recommend and implement suitable insurance and investment products that align with the 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.)
• Engage in ongoing training and professional development to stay current with industry changes
• Obtain professional accreditations and designations throughout the career (e.g., Certified Financial Planner – CFP)
• Stay connected within the 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

Become a Sun Life advisor to take control of your future in a purpose‑driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.

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.

Sales – Direct

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Not Applicable

Full-time

Finance and Sales

Financial Services and Insurance

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