Talent.com
Sun Life
SUN LIFE FINANCIAL ADVISORSun Life • Windsor, Ontario
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life • Windsor, Ontario
30+ days ago
Job type
  • Full-time
Job description

Job Description

:

Req#JR00034529 FC122 Windsor Essex/Kent

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 • Windsor, Ontario

Similar jobs

Financial Advisory Career Launch Program

Sun LifeWindsor, ON, CA
Full-time

Join the Financial Advisory Career Launch Program to kickstart your career in financial advice.Experience hands-on training, gain industry knowledge, and develop client relationships from day one.T... Show more

 • Promoted

Investment Advisor

CI FinancialWindsor, ON, Canada
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more

 • Promoted

Life Insurance & Financial Services Advisor – Growth & Service

ReneehydeWindsor, ON, CA
Full-time

A State Farm contractor agent is seeking an outgoing customer-focused professional in Windsor, Canada.The role involves increasing the customer base through referrals and providing friendly service... Show more

 • Promoted

Experienced Financial Advisor Specializing in Wealth Management Solutions

Motor City Community Credit UnionWindsor, ON, CA
Full-time

Lead the way in wealth management as an experienced Financial Advisor.Foster lasting relationships, create financial strategies, and navigate clients through their investment journeys.We seek an ac... Show more

 • Promoted

Financial Advisor Trainee — Launch Your Advisory Career

Sun LifeWindsor, ON, CA
Temporary

A leading financial services company is seeking an Advisor Trainee in Windsor, Ontario.This temporary position offers the opportunity for hands-on experience and personalized coaching in the financ... Show more

 • Promoted

Senior Financial Advisor — Holistic Financial Planner

ScotiabankWindsor, ON, CA
Full-time

A leading financial institution is looking for a Senior Financial Advisor in Windsor, Ontario.In this role, you will build lasting relationships with customers, developing personalized financial st... Show more

 • Promoted

Wealth Investment Advisor

CI FinancialWindsor, ON, CA
Full-time

A global wealth management firm in Windsor, Ontario, seeks a diligent Investment Advisor.The role includes managing client portfolios and developing financial strategies while providing exceptional... Show more

 • Promoted

Senior Financial Advisor - Ouellette & Park, Windsor, ON (Chinese-speaking)

ScotiabankWindsor, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.At Scotiabank we help employees build their futures – where they can be themselves, and win tog... Show more

 • Promoted

Client-Focused Investment Advisor Role

TDWindsor, Windsor, CA
Full-time

Step into the Developing Investment Advisor position at TD Wealth in Windsor, Ontario.Engage with high-net-worth clients and receive thorough coaching to develop wealth management strategies.TD Wea... Show more

 • Promoted • New!

Wealth Management Advisor — Build Trusted Financial Plans

Motor City Community Credit UnionWindsor, ON, CA
Full-time +1

A financial services organization in Windsor is looking for a Financial Advisor in Wealth Management to develop client relationships and offer tailored investment advice.Ideal candidates should hav... Show more

 • Promoted

Financial Advisor

RBCWindsor, Windsor, CA
Full-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with high‑value personal and small business clients by adding value in the moments that matter to them.You provide proactiv... Show more

 • Promoted

Financial Solutions Advisor

BMOWindsor, Windsor, CA
Full-time

Become a Financial Solutions Advisor to enhance customer experiences.Identify needs, execute transactions, and provide personalized banking solutions seamlessly.In this role, you will focus on unde... Show more

 • Promoted

Financial Advisor - Wealth Management

Motor City Community Credit UnionWindsor, ON, CA
Full-time +1

As a valued member of our team, you will experience a workplace that is diverse, stimulating and rewarding.Our interactions with our members are based on respect and integrity, ensuring that Motor ... Show more

 • Promoted

Senior Financial Advisor Focused on Holistic Client Solutions

ScotiabankWindsor, ON, CA
Full-time

Join as a Senior Financial Advisor and provide holistic financial solutions to customers.Your expertise in building relationships and personalized strategies will make a substantial impact.In this ... Show more

 • Promoted

Developing Investment Advisor

TDWindsor, Windsor, CA
Full-time

This role is eligible for commission based earnings.TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth ad... Show more

 • Promoted

Proactive Financial Advisor Role

ScotiabankWindsor, Windsor, CA
Full-time

Drive financial success for customers as a proactive Financial Advisor focused on tailored solutions.Engage clients deeply to help them achieve financial stability in an inclusive environment.In th... Show more

 • Promoted

Client-Focused Investment Advisor

TD BankWindsor, Windsor, CA
Full-time

Elevate wealth strategies as a Client-Focused Investment Advisor for high-net-worth families and business owners.This full-time role offers the chance to enhance investment services in an engaged s... Show more

 • Promoted

Investment Advisor - CI Financial

CI Financialwindsor, on, ca
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more