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

SUN LIFE FINANCIAL ADVISOR

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

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.

  • 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 • Nanaimo, British Columbia

Similar jobs

Licensed Investment Advisor Assistant

The Mullings Groupnanaimo, 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

Resident Support & Life Skills Advocate

ConnectiveNanaimo, Regional District of Nanaimo, CA
Full-time

A community support organization in Nanaimo is seeking a Casual Tenant Support Worker.The role involves providing casework support to enhance residents' quality of life and ensuring the safe operat...Show more

 • Promoted

Personal Banker: Trusted Financial Advisor & Solutions

BMONanaimo, Regional District of Nanaimo, CA
Full-time

A leading financial institution in Canada, is seeking a retail banking expert to deliver exceptional service to customers.This role involves assessing customer needs, providing tailored financial s...Show more

 • Promoted

Life Underwriting Specialist/Consultant - Empire Life

Empire Lifenanaimo, 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

Sales Consultant

Chartwell Master Care LPNanaimo, Regional District of Nanaimo, CA
Full-time

The Sales Consultant role at Chartwell Retirement Residence is an exceptional opportunity for an enterprising, self-directed sales professional who brings demonstrated experience in sales, a sense ...Show more

 • Promoted

Client-First Banking Advisor | Digital Skills & Growth

RBCNanaimo
Full-time

A prominent financial institution in Nanaimo is seeking a motivated individual for a client-focused position.The role requires client engagement to understand banking needs and provide tailored fin...Show more

 • Promoted

Asset Performance Planning Advisor

Cuso InternationalNanaimo, Canada
Full-time

Seeking a Social Media Advisor to manage online content, boost visibility for development programs, and train staff on social media strategies.Show more

 • Promoted • New!

Senior Life Underwriter - Empire Life

Empire Lifenanaimo, bc, ca
Full-time +2

Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $78,698 - $125,350.This TTC range is applicable to permanent roles only; fixed-t...Show more

 • Promoted

Beauty Advisor & Personal-Care Expert

London Drugs LimitedNanaimo, Regional District of Nanaimo, CA
Full-time

A prominent Canadian retail company in Nanaimo is looking for a passionate Beauty Advisor to help meet sales and marketing objectives in the beauty department.You will provide expert advice on cosm...Show more

 • Promoted

Life Underwriting Specialist/Consultant

Empire Lifenanaimo, 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

Mobile Mortgage Advisor – Client Growth

TD BankNanaimo, Regional District of Nanaimo, CA
Full-time

Une grande institution financière à Nanaimo recherche un professionnel pour gérer les relations clients et vendre des produits bancaires.Avec au moins 3 ans d'expérience en vente, vous identifierez...Show more

 • Promoted

Mortgage Growth Advisor

BMONanaimo
Full-time

A prominent financial institution in Nanaimo is seeking a Mortgage Specialist to help customers achieve home ownership.The role involves building a referral network, identifying sales opportunities...Show more

 • Promoted

MANAGER, FINANCING SOLUTIONS (On-Site)

NATIONAL BANK OF CANADANanaimo, BC, CA
Full-time +2

Attendance On-Site Job number 31839 Category Senior Professional.Permanent State British Columbia Type of Contract Permanent Country Canada.Full-Time Full Time / Part Time? Full-Time Posting date 3...Show more

 • Promoted • New!

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupnanaimo, 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

Sales Consultant

ChartwellNanaimo, Regional District of Nanaimo, CA
Full-time

The Sales Consultant role at Chartwell Retirement Residence is an exceptional opportunity for an enterprising, self-directed sales professional who brings demonstrated experience in sales, a sense ...Show more

 • Promoted

Wealth Sales Assistant: Growth to Associate

Raymond James Ltd.Nanaimo, Regional District of Nanaimo, CA
Full-time

A leading investment firm located in Nanaimo is seeking a Sales Assistant to support Financial Advisors in delivering exceptional client experiences.Responsibilities include managing client communi...Show more

 • Promoted

AVP Capital Projects & Facilities

Coastal Community Credit UnionNanaimo, Regional District of Nanaimo, CA
Permanent

Posting Deadline: Please submit your application by 11:59 PM PST, April 16th, 2026*.Together, Let’s Do Great Things!.Join the largest financial institution on Vancouver Island, the Gulf and Discove...Show more

 • Promoted

Personal Banking & Investments Advisor

TD SecuritiesNanaimo
Full-time

A major banking institution is seeking a Personal Banker in Nanaimo, BC, to provide personalized financial advice and enhance customer relationships.You will advise customers on various financial s...Show more