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investment advisor - personal finances
Title posted on Jobillico - SUN LIFE Financial Advisor
Posted on March 09, 2025 by Employer details Financière Sun Life
Job details
<p><span>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. </span></p><p><span>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 providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. </span></p><p><span>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.</span></p><ul><li><span>Are you someone who loves talking to people and comfortable providing advice?</span></li><li><span>Are you disciplined and motivated?</span></li><li><span>Do you value your independence?</span></li><li><span>Do you love learning and developing new skills?</span></li></ul><p><span>If this sounds like you, let?s talk!</span></p><p><b><span>What?s in it for you?</span></b></p><ul><li><b><span>Unlimited earning potential </span></b><span>with compensation that is tied to your achievements and provides an ongoing stream of income.</span></li><li><span>?Earn while you learn? <b>monthly bonuses</b> to provide financial stability as you develop your skills in a new career.</span></li><li><span>A <b>purpose-driven career</b> helping people in your community become more financially secure. </span></li><li><span>The <b>independence </b>and <b>flexibility</b> to build your work around the important things in your life.</span></li><li><span>Hands-on dedicated<b> local support </b>to help you develop the skills to successfully launch, develop, and grow your business.</span></li><li>A <b>recognition program</b> that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.</li><li><b>Leading-edge technology </b>so you can do business easily anytime, anywhere.</li><li>A <b>culture </b>that celebrates excellence and inclusivity.</li></ul><p><b><span>What does a financial advisor do?</span></b></p><p>Here are some of the more common activities performed by successful financial advisors:</p><ul><li>Prepare and execute strategies to attract and connect with new Clients.</li><li>Conduct meetings with prospective and existing Clients.</li><li>Review their current financial state and gather information about their future goals.</li><li>Build a financial roadmap to help them achieve these goals.</li><li>Recommend and implement suitable insurance and investment products that align with this financial roadmap.</li><li>Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)</li><li>On-going training and professional development to remain current with industry changes.</li><li>Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner ? CFP).</li><li>Stay connected within their community through ongoing networking activities, marketing, and referrals.</li></ul><p><b><span>The person we are looking for: </span></b></p><ul><li>Has a history of achievement (professional, academic, athletics, etc.).</li><li>Enjoys engaging, developing, and maintaining relationships with people.</li><li>Is disciplined and self-motivated.</li><li>Is goal-oriented with a strong work ethic.</li><li>Is a continuous learner with a deep interest in helping others.</li><li>Has excellent communication skills.</li><li>Has a College/University degree and some professional experience.</li></ul><p><b>Assets (optional):</b></p><ul><li>Demonstrated ability to motivate others to action.</li><li>Business development skills.</li><li><span>LLQP and/or Mutual Fund license or course/exam completion.</span></- LocationSaskatoon, SK
- Workplace information On site
- SalaryNot available
- Terms of employment Term or contractFull time
- Starts as soon as possible
- vacancies 3 vacancies
- Source Jobillico #15078846
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