SUNLIFE FINANCIAL ADVISOR - British Columbia
- Full-time
Job Description
:
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 Sunlife. 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 Sunlife advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community build lifetime financial security and lead healthier lives.
To learn more and APPLY at
Job Category:
Sales - Direct
Posting End Date:
09/02/2027