SUN LIFE FINANCIAL ADVISORSun Life • Barrie, Ontario
SUN LIFE FINANCIAL ADVISOR
Sun Life • Barrie, Ontario
30+ days ago
Job type
- Full-time
Job descriptionUnlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income. “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career. A purpose-driven career helping people in your community become more financially secure. The independence and flexibility to build your work around the important things in your life. Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business. A recognition program that celebrates your achievements through prizes and travel incentives including 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 their future goals. Build a financial roadmap to help them achieve these goals. Recommend and implement suitable insurance and investment products that align with this financial roadmap. Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.) On-going training and professional development to remain current with industry changes. Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP). Stay connected within their community through ongoing networking activities, 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 course / exam completion.
Job Description
Req#JR00034424 FC029Barrie
SUN LIFE FINANCIAL ADVISOR
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.
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.
- Are you someone who loves talking to people and comfortable providing advice?
- Are you disciplined and motivated?
- Do you value your independence?
- Do you love learning and developing new skills?
If this sounds like you, let’s talk!
What’s in it for you?
What does a financial advisor do?
Here are some of the more common activities performed by successful financial advisors :
The person we are looking for :
Assets (optional) :
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.
Create a job alert for this search
SUN LIFE FINANCIAL ADVISOR • Barrie, Ontario
Similar jobs
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Barrie, Ontario time type Full time posted on Posted Yesterday job requisition id JR00034424.You are as unique a...Show more
Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.Hybrid or remote depends on location.
We are committed to a human-centered recruitment...Show more
Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc...Show more
Our client, one of the big 5 banks in Canada, is looking to hire back office Wealth Management Associates to help support their corporate office located in the downtown Toronto area on a hybrid bas...Show more
Work from anywhere in Canada!!.At Synergy Advantage, we are seeking a Forum Sales & Community Engagement Specialist to represent two of our companies across relevant online forums and communities.T...Show more
Our client – an energetic & business-focused boutique in Barrie – is looking for an Associate to join the team.A small firm, the Partners are looking for someone with at least 3 years' experience i...Show more
Our client in the non-profit sector is seeking a purpose-driven, highly relational Business Development Specialist to engage responsible businesses and support long-term particip...Show more
Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.
Instacart’s platform helps people ...Show more
Get paid for testing apps, games, and surveys! .Show more
Grant Thornton is one of the world’s leading professional services networks with member firms in 150 markets, 80,000 people and global revenues of $8.
Member firms offer audit, tax, and advisory ser...Show more
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show more
A leading Canadian lending solutions provider seeks a Loan Consultant based in Barrie, Ontario.The role involves actively promoting loan products, managing the sales process from application to clo...Show more
A Logistics organization is seeking a Financial Planning and Analysis Manager to join its finance team.This role combines hands-on financial analysis with team leadership, suppor...Show more
Senior Associates — Relocate to the U.Senior Associates to work directly with CFOs and finance leaders at Fortune 1000 and large private companies.
This is true advisory work, not Big 4 audit grind : ...Show more
Chiropodist (Site : 716 The Queensway South, Keswick, ON L4P 4C9) •.Permanent, Part-time (14-21 hours per week) •.We work in a team-based environment, with flexible work hours for work-life balance, a...Show more
Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500¹ company where people come first.
With over 9 million clients and 20,000 financial advisors across th...Show more
Our client is sourcing a Financial Consultant for a 3-month contract.Manage day to day accounting and provide oversight to Accounting team.
Prepare and manage month end close process.Planning, direc...Show more
Education & Professional Development Associate.Independant Associate | Flexible Schedule (Full or Part-time).Are you a professional who values growth, learning, and meaningful work, and is looking ...Show more
SUN LIFE FINANCIAL ADVISOR
Sun Life Financial • Barrie
Full-time +1
Last updated: 22 days ago • Promoted
Coordinator, Advocacy
Cystic Fibrosis Canada / Fibrose kystique Canada • barrie, on, ca
Full-time +1
Last updated: 10 days ago • Promoted
Aquaculture & Petfeed Commodity Trader
Redstone Search Group • barrie, ON, ca
Full-time
Last updated: 18 hours ago • Promoted • New!
Wealth Management Associate (Global Plus - Back Office Big 5 Bank)
TEKsystems • King, Ontario, Canada
Full-time
Last updated: 12 hours ago • Promoted • New!
Community Specialist - Sales - Promising Talent Agency
Promising Talent Agency • barrie, on, ca
Full-time
Last updated: 2 days ago • Promoted
Corporate Associate
ZSA Canada • barrie, on, ca
Full-time
Last updated: 2 days ago • Promoted
Business Development Specialist
EasyHR Group • barrie, ON, ca
Full-time
Last updated: 2 days ago • Promoted
Shop, Deliver, Earn Cash - Instacart
Instacart Shoppers • tay, ON, Canada
Part-time
Last updated: 30+ days ago • Promoted
From Hobby to Income : Turn Gaming into a Paying Side Hustle
Free Cash by Almedia • oro, ON, ca
Full-time
Last updated: 9 days ago • Promoted
Associate director, M&A (Global role – in a virtual working environment) - Grant Thornton International Ltd
Grant Thornton International Ltd • barrie, on, ca
Full-time
Last updated: 11 days ago • Promoted
Financial Advisor
RBC • Barrie
Full-time
Last updated: 9 days ago • Promoted
Financial Solutions Advisor – Loans
Fairstone • Barrie
Full-time +1
Last updated: 3 days ago • Promoted
Financial Planning and Analysis Manager
Kassen Recruitment • bolton, ON, ca
Full-time
Last updated: 5 days ago • Promoted
Senior Associate - Relocate to the US - Frederick Fox
Frederick Fox • barrie, on, ca
Full-time
Last updated: 21 hours ago • Promoted • New!
Chiropodist
Vaughan Community Health Centre • Bradford West Gwillimbury, canada, Canada
Part-time +1
Last updated: 5 days ago • Promoted
CA Financial Advisor
Edward Jones • Vaughan
Full-time
Last updated: 1 day ago • Promoted
Financial Consultant
Vaco by Highspring • King City, Ontario, CA
Temporary
Last updated: 30+ days ago • Promoted
Education & Professional Development Associate - Embavida - Kerry Wood
Embavida - Kerry Wood • barrie, on, ca
Part-time
Last updated: 6 days ago • Promoted