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SUNLIFE FINANCIAL ADVISOR - British Columbia

Sun LifeVictoria, British Columbia
Temps pleinTemps plein

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... Voir plus

Project Manager - Electrical

Randstad CanadaVictoria, British Columbia, CA
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Senior Financial Performance Specialist (Hybrid)

Envision FinancialVictoria, BC, Canada

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Academic Tutor

Prep Academy TutorsVictoria, British Columbia, Canada
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Housekeeper Wanted - Seeking Professional Housekeeper In Oak Bay, Bc $19.00 Hourly Rate For

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19,00 $CA par heure19,00 $CA par heure

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 • Offre sponsorisée

Appliances Sales Associate: Full Time - LANGFORD

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Senior SAP EWM ABAP Developer with deep technical expertise in SAP Extended Warehouse Management

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Summer FC Learn to Play - Soccer Coach - Brentwood Bay

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Sr SAP EAM Functional Consultant with deep expertise across the SAP EAM ecosystem, including

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Mobile Mortgage Specialist - Victoria, BC

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SUNLIFE FINANCIAL ADVISOR - British Columbia

SUNLIFE FINANCIAL ADVISOR - British Columbia

Sun LifeVictoria, British Columbia
Il y a 1 jour
Type de contrat
  • Temps plein
Description de poste

Job Description

:

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 Sunlife. 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 Sunlife advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community build lifetime financial security and lead healthier lives.


To learn more and APPLY at




Job Category:

Sales - Direct

Posting End Date:

09/02/2027