Advisor, Finance & Banking, Financial Advisor ​/ Consultant

Sun Life 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. You'll work with energetic 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.

• Unlimited earning potential tied to your achievements, providing an ongoing stream of income.
• Earn‑while‑you‑learn monthly bonuses for financial stability as you develop new skills.
• A purpose‑driven career helping people in your community become more financially secure.
• The independence and flexibility to build your work around what matters most to you.
• Hands‑on dedicated local support to help you launch, develop, and grow your business.
• A recognition program celebrating your achievements through prizes, travel incentives, 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 future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with the roadmap.
• Continue meeting with clients to ensure their plan stays up to date as life situations change.
• Engage in ongoing training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations over the career (e.g., Certified Financial Planner—CFP).
• Stay connected in the community through networking, marketing, and referrals.

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined, self‑motivated, and 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 permanent residency.

Req#JR FC055 Sherbrooke