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Job Description & How to Apply Below
Shape your career as a Financial Advisor at Sun Life in Ottawa, where your role focuses on building client relationships and offering financial guidance. Enjoy unlimited income potential and independence as you help clients achieve their long-term goals.
Sun Life is seeking passionate Financial Advisors who are eager to make an impact. This position suits individuals from diverse backgrounds who value independence and have excellent communication skills. Engage with clients, provide tailored financial solutions, and enjoy ongoing professional development to stay current in the field.
Key Responsibilities:
• Attract and connect with new clients effectively
• Conduct insightful meetings with prospective clients
• Develop and execute personalized financial plans
• Recommend suitable insurance and investment products
• Stay updated on industry changes through training
Requirements:
• Proven history of achievement and goal orientation
• Strong communication and relationship-building skills
• College or university degree required
• Motivated self-starter with a disciplined approach
• LLQP or Mutual Fund license is a plus
Leverage your passion for helping others to thrive as a Financial Advisor with Sun Life in Ottawa.
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