Financial Advisor

Job Description:

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. People from various professional and educational backgrounds have found success in the advisor career at Sun Life.

That’s because being a successful advisor is not just about what’s on your resume; it’s about who you are as a person. Are you someone who loves talking to people, is comfortable providing advice, is disciplined and motivated, values independence, loves learning and developing new skills? If this sounds like you, let’s talk!

What’s in it for you? Unlimited earning potential tied to your achievements and an ongoing stream of income. Earn while you learn through monthly bonuses giving financial stability as you develop your skills in a new career with a purpose‑driven focus helping people in your community become more financially secure. You enjoy independence and flexibility to build your work around the important things in your life.

Hands‑on dedicated local support will help you launch, develop, and grow your business. A recognition program celebrates your achievements through prizes, travel incentives, including conventions, learning retreats, awards of excellence, and stock ownership. Leading‑edge technology allows you to 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 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 your career (such as Certified Financial Planner CFP).
• Stay connected within your 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 robust 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.