Talent.com
Sun Life
SUN LIFE FINANCIAL ADVISORSun Life • Victoria, British Columbia
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life • Victoria, British Columbia
30+ days ago
Job type
  • Full-time
Job description

Job Description

:

Req#JR00034425 FC009Victoria

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?

  • Unlimited 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.

What does a financial advisor do?

Here are some of the more common activities performed by successful financial advisors:

  • 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.

The person we are looking for:

  • 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.

Assets (optional):

  • Demonstrated ability to motivate others to action.
  • Business development skills.
  • LLQP and/or Mutual Fund license or course/exam completion.

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 • Victoria, British Columbia

Similar jobs

Financial Life Planning Advisor

RFL Wealth Managementvictoria, bc, ca
Full-time

Client Relationship & Growth Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-ter... Show more

 • Promoted

Life Underwriting Specialist/Consultant - Empire Life

Empire Lifevictoria, bc, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Wealth Advisor - Partner - Stellervista Credit Union - C$74,000 - C$80,000 A Year

Stellervista Credit UnionSaanich, Canada
Full-time

Provide financial advice and assistance to clients, focusing on financial planning, investment, risk assessment, and insurance, with a holistic approach. Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Lifevictoria, capital regional district, Canada
Full-time

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 impl... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausCentral Saanich, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Financial Advisor, Investment & Retirement Planning - Oak Bay Avenue & Hampshire Road - Victoria

Scotiabankvictoria, capital regional district, Canada
Full-time

Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investme... Show more

 • Promoted

Resource Mobilization and Fundraising Advisor

Cuso InternationalSaanich, British Columbia
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.Our partner, the Tanzania Health Forum Initiative (THFI), is seeking a dedicated and highly ... Show more

 • Promoted

Investment & Retirement Financial Advisor Role

ScotiabankVictoria, ON, CA
Full-time

Join Scotiabank as a Financial Advisor focused on investment and retirement planning in beautiful Victoria, British Columbia.Enhance client relationships while achieving sales goals and providing t... Show more

 • Promoted

Housekeeper Wanted - Join Our Team: Seeking Reliable Housekeeper In Sidney, Bc $25.00 Hourly Rate!

Housekeeper.comSidney, British Columbia, Canada
CA$25.00 hourly
Full-time

I am a homeowner in Sidney, British Columbia, and I am looking for a reliable housekeeper to help maintain my home.The ideal candidate will be responsible for cleaning various areas of the house, i... Show more

 • Promoted

Licensed Investment Advisor Assistant - victoria

The Mullings Groupvictoria, bc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more

 • Promoted

Life Underwriting Specialist/Consultant

Empire Lifevictoria, bc, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Principal Advisor Underground

Brunelvictoria, bc, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

Mining Business Development Advisor

Cuso InternationalSaanich, British Columbia
Permanent

This Volunteer Placement is Located in: Dar es Salaam, Dar es Salam, Tanzania.Open to Canadian Citizens and Permanent Residents of Canada only.Join us as a Business Development Advisor and leverage... Show more

 • Promoted

Remote Financial Consultant ($100/hr) - Turing

Turingvictoria, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Financial Life Planning Advisor - victoria

RFL Wealth Managementvictoria, bc, ca
Full-time

Client Relationship & Growth Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-ter... Show more

 • Promoted

Advisor Development Specialist Sun Life

Sun Life FinancialVictoria, Capital Regional District, CA
Full-time

Join Sun Life as an Advisor Development Specialist in Victoria, British Columbia, where you will play a key role in training and supporting new financial advisors.Focus on a client-centric approach... Show more

 • Promoted

Mortgage Specialist

BMO FinancialVictoria, BC, CA
Full-time +1

Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss... Show more

 • Promoted

Licensed Investment Advisor Assistant

The Mullings Groupvictoria, bc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more

 • Promoted

Remote Financial Consultant ($100/hr) - victoria

Turingvictoria, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Finance Club Partner (Student Leadership Program) - Wall Street Oasis

Wall Street Oasisvictoria, bc, ca
Part-time

This internship is especially well-suited for students looking to strengthen their resume for:.Market Research / Financial Analytics.Research quant market topics (rates, equities, commodities, macr... Show more