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Client advisor Jobs in Coquitlam, BC

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Client advisor • coquitlam bc

Last updated: 7 days ago

SUN LIFE FINANCIAL ADVISOR

Sun LifeBurnaby, British Columbia
Full-time

Req#JR00034427 FC061Vancouver Pacific Rim.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 t...Show more

Client Advisor

Royal Bank of Canada>PORT MOODY, Canada
Part-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ...Show more

Service Advisor

Williams MachinerySurrey, BC, CA
Full-time
Quick Apply

Are you ready to join a team recognized as a Platinum Certified Canada’s Best Managed Company and one of BC’s Top Employers?.As part of Wesgroup Equipment, a trusted leader for 120 years, Williams ...Show more

Insurance Advisor, Commercial

019987 Hub International Insurance BrokersBurnaby, BC
Full-time

A career at HUB means your career opportunities are endless.From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, ...Show more

Client Partner, Disability Management

Fraser HealthTri-Cities / Coquitlam / Port Coquitlam / Port Moody, British Columbia, CA
Full-time

Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families: Reporting to one of the Leaders i...Show more

H&M Sales Advisor

H&MSurrey, British Columbia, Canada
Part-time

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with suppo...Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start...Show more

Talent Advisor

TalentMindedOntario - Remote, ON, CA
Remote
Full-time
Quick Apply

Who we are TalentMinded is Canada’s first subscription-based Talent Acquisition-as-a-Service company, partnering with organizations across North America and Europe to build smarter hiring strategie...Show more

Communications Insights Advisor

FortisBCSurrey, BC, CA
Full-time

Affiliation: Management & Exempt.Employment Status: Full-Time Temporary.Posting End Date: Open until filled.As the province’s largest energy provider with more than 100 years of knowledge and exper...Show more

Sales Representatives- Client TELUS Communications

The Acquisition GroupSurrey, BC, CA
Full-time
Quick Apply

Start Your Career in Sales – Entry-Level Opportunity with Growth!.Are you looking to launch a professional career with long-term growth potential?.Join a dynamic sales team where your ambition is r...Show more

Dedicated Commercial Client Service Advisor

BMOBurnaby, BC, CAN
Full-time +1

The Dedicated Client Service Advisor (CSA) is the.Client Ownership & Service Delivery.Owns day‑to‑day operational servicing for an assigned client portfolio, acting as the.Delivers prompt, accurate...Show more

Service Advisor/Technician

Trek BicycleBurnaby, Canada
Full-time

As a Trek Service Technician/Advisor, no one day is the same as the last.This job is all about caring for bikes so their owners love riding them.You’ll troubleshoot repairs and service all kinds of...Show more

Client Advisor

0000050007 Royal Bank of CanadaPORT MOODY, British Columbia, Canada
Part-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ...Show more

Developing Investment Advisor

The Toronto-Dominion Bank (Canada)Surrey, British Columbia
Full-time

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advi...Show more

Financial Insurance Advisor

Serenia Life FinancialSurrey, British Columbia, Canada
Full-time

Imagine building your career with a company that is both Human and Kind….Canadians protect the people they love and live generously for nearly 100 years.Our approach is simple: understand our clien...Show more

Service Advisor

Westminster ToyotaNew Westminster, British Columbia, Canada
Full-time

Westminster Toyota has been located in the center of the lower mainland in New Westminster for 34 years, the dealership has a strong presence with many loyal customers.We provide a great working en...Show more

Insurance Advisor, Auto (Mobile)

019982 Hub International (Brentwood) Ltd.Burnaby, BC
Full-time

A career at HUB means your career opportunities are endless.From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, ...Show more

Curriculum Advisor (TVET Mining)

Cuso InternationalCoquitlam, British Columbia
Permanent

This Volunteer Placement is located in:.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is seeking a candidate who is enthusiastic about joining the Volunteering...Show more

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SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

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

Job Description

:

Req#JR00034427 FC061Vancouver Pacific Rim

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.