Financial Advisor in Pointe-Claire

Advance your career with Sun Life as a Financial Advisor based in Pointe-Claire. Leverage your network while receiving robust training and support to build your independent business.

In this role, you will focus on establishing a client-centered advisory practice. Your ability to forge meaningful relationships will be crucial as you customize financial solutions for long-term goals and help clients navigate their financial journeys. Strong motivation and entrepreneurial spirit are essential to your success in this position.

Key Responsibilities:

• Prospect clients within your network and community

• Meet clients to assess their financial objectives

• Guide clients on life and health insurance options

• Offer tailored investment and retirement strategies

• Grow your clientele through referrals and strong relationships

Requirements:

• Self-motivated with an entrepreneurial mindset

• Proven goal-driven approach with a strong work ethic

• Excellent communication and interpersonal skills

• Experience in business development and client prospecting

• Bilingual in French and English

Excel as a Financial Advisor with Sun Life, impacting lives through tailored financial guidance.
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