Financial planner Jobs in Nanaimo, BC

SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations : Nanaimo, British Columbiatime type : Full timeposted on : Posted Todayjob requisition id : JR00034428You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

• Job Description :
• Req#JR00034428 FC065Nanaimo
• 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.If this sounds like you, let’s talk!
• 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.
• 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.
• 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.
• culture
• that celebrates excellence and inclusivity.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.
• To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.
• #LI-GJ1
• Job Category :
• Sales - Direct
• Posting End Date :
• Shine together
• At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
• Make life brighter
• We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
• Shape the future
• With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.Join a top employer for a brighter future. Visit

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