Advisor, Finance & Banking, Financial Advisor ​/ Consultant

SUN LIFE FINANCIAL ADVISOR

Financial advisors love to build long‑term relationships with people and help plan financially for the various stages of life. They make an impact by providing advice and implementing recommendations in a purpose‑driven career with opportunities for limitless growth, independence, and financial prosperity.

• Someone who loves talking to people and is comfortable providing advice.
• A disciplined and motivated individual.
• Values independence.
• Loves learning and developing new skills.

Unlimited earning potential with compensation tied to your achievements, ongoing monthly bonuses for learning, a purpose‑driven career to help people achieve financial security, flexibility to build your work around key priorities, hands‑on local support for skill development, recognition through prizes and travel incentives, leading‑edge technology for anytime, anywhere service, and a culture that celebrates excellence and inclusivity.

Common activities performed by a successful financial advisor include:

• 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 future goals.
• Build a financial roadmap to help clients achieve those goals.
• Recommend and implement suitable insurance and investment products that align with the roadmap.
• Continue to meet with clients to ensure plans stay up to date as life circumstances change.
• Maintain ongoing training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout the career.
• Stay connected within 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 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 completion of related course/exam.

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.