Talent.com
Sun Life
SUN LIFE FINANCIAL ADVISORSun Life • Pointe Claire, Quebec
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life • Pointe Claire, Quebec
30+ days ago
Job type
  • Full-time
Job description

Job Description

:

Req#JR00034450 FC096 Pointe-Claire

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.
  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide.

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 • Pointe Claire, Quebec

Similar jobs

SUN LIFE FINANCIAL ADVISOR

Sun Life QuébecTerrebonne, Lanaudière, CA
Permanent

You 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 fie... Show more

 • Promoted

Financial Advisor Career at Sun Life

Sun Life FinancialPointe-Claire, Montreal (administrative region), CA
Full-time

Discover your path to success as a Financial Advisor with Sun Life in Pointe-Claire.Gain financial freedom while delivering expert financial guidance to clients.As a Financial Advisor, you'll be su... Show more

 • Promoted

Want Cash Jobs? Earn With Uber Instead

Uber eatsSaint-Patrice-de-Sherrington, QC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Dynamic Financial Advisor for Investment and Retirement Strategies

ScotiabankMontreal (administrative region), QC, CA
Full-time

Elevate your career as a Financial Advisor focused on investment and retirement planning.Build lasting client relationships while leveraging technology to deliver tailored financial strategies for ... Show more

 • Promoted

NetSuite Finance Advisory Manager

EYmontreal (administrative region), qc, Canada
Full-time

A global consulting firm in Montreal is seeking a seasoned Manager specializing in NetSuite to enhance financial advisory services.The role entails managing clients' financial processes, leading Ne... Show more

 • Promoted

Shop, Deliver, Earn Cash - Instacart

Instacart ShoppersHemmingford, QC, Canada
Part-time +1

Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s platform helps people ... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Financial Advisor, Investment & Retirement Planning - Laval and North

ScotiabankMontreal
Full-time

Select how often (in days) to receive an alert:.Financial Advisor, Investment & Retirement Planning - Laval and North.Join a purpose driven winning team, committed to results, in an inclusive and h... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementMontreal (administrative region), QC, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more

 • Promoted

Deliver with Uber on your schedule

Uber eatsSaint-Patrice-de-Sherrington, QC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Delivery Driver - Flexible Schedule

Uber eatsSaint-Patrice-de-Sherrington, QC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

Uber Eats Seasonal Delivery - Driver

Uber eatsSaint-Patrice-de-Sherrington, QC, CA
Full-time +2

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR-Experienced (Licensed/Registered)

Sun LifeMontreal (administrative region), QC, CA
Permanent

It all starts with great advice.Make the move to becoming a Sun Life advisor today!.Running your own business is tough, yet so rewarding.Why not have a partnership that gives you a competitive adva... Show more

 • Promoted

Finance Private Tutoring Jobs Candiac

SuperprofCandiac, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Financial Advisor

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Location: Montreal, QC H3C 1A3.Understand the structure and procedures for mutual fund operations (back office operations).Establish and maintain strong client relationships by coordinating efforts... Show more

 • Promoted

Financial Specialist, Private Investments

Intactlaval (administrative region), qc, Canada
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

 • Promoted

Financial Advisor - Wealth Management Growth

Manulife WealthMontreal (administrative region), QC, CA
Full-time

Become a Junior Wealth Management Advisor and enjoy an entrepreneurial journey.Benefit from structured mentorship while developing your own client-focused practice.Ideal for individuals passionate ... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialPointe-Claire, Montreal (administrative region), CA
Permanent

You 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 f... Show more

 • Promoted

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesMontreal (administrative region), QC, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsMontreal (administrative region), QC, CA
Full-time

Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understan... Show more