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

SUN LIFE FINANCIAL ADVISOR

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

Job Description

:

Req#JR00034424 FC029Barrie

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 • Barrie, Ontario

Similar jobs

Dynamic Financial Advisor Role

RBCCentral Ontario, ON, CA
Full-time

Become a Dynamic Financial Advisor focused on client engagement.Guide personal and business clients through their financial needs with customized advice and proactive solutions.In this full-time ro... Show more

 • Promoted

Licensed Investment Advisor Assistant

The Mullings Groupbarrie, on, 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 Advisor

Campus Living CentresBarrie
Full-time

The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence.The primary objective of the RA as part of the... Show more

 • Promoted

Independent Travel Consultant

Travel Industry Personnelbarrie, on, ca
Full-time +1

This is a flexible, remote opportunity ideal for someone already in the travel industry or looking to build and grow their own book of business.What makes this opportunity stand out from other trav... Show more

 • Promoted

Finance Club Partner (Student Leadership Program) - Wall Street Oasis

Wall Street Oasisbarrie, on, ca
Part-time

This internship is especially well-suited for students looking to strengthen their resume for:.Market Research / Financial Analytics.Research quant market topics (rates, equities, commodities, macr... Show more

 • Promoted

Relationship Building Mortgage Advisor Role

Canadian Imperial Bank of CommerceVaughan
Full-time

Join CIBC as a Mobile Mortgage Advisor, focusing on relationship building and providing tailored mortgage solutions to clients.Deliver results through strategic business development efforts.CIBC is... Show more

 • Promoted

Business Valuator - Lynch & Associates Inc.

Lynch & Associates Inc.barrie, on, ca
Full-time

Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Show more

 • Promoted

Founder Support Associate - Elevation Capital

Elevation Capitalbarrie, on, ca
Full-time

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren... Show more

 • Promoted

Life Underwriting Specialist/Consultant - Empire Life

Empire Lifebarrie, on, 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

Expert Life Insurance Advisor Needed

CAA Club GroupVaughan
Full-time

Join our team as a Senior Life Insurance Advisor and provide exceptional service while nurturing client relationships.Engage in mentorship and help cultivate a high-performing sales team.As a key p... Show more

 • Promoted

Underwriter - Insight Global

Insight Globalbarrie, on, ca
Permanent

Insight Global is seeking experienced Individual Life Underwriters to join a rapidly growing insurance client in.This role is ideal for underwriters with 4–15 years of traditional life and critical... Show more

 • Promoted

Kawartha Financial Services Advisor

Kawartha Financial ServicesCentral Ontario, ON, CA
Full-time

Join Kawartha Financial Services as a Financial Services Representative in Parry Sound, ON.This engaging role emphasizes mutual funds and personal lending, empowering clients to reach their financi... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausTay, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Principal Advisor Underground

Brunelbarrie, on, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

RBC Financing Specialist in Ottawa

0000050007 Royal Bank of CanadaBarrie, ON, CA
Full-time

Elevate your career as a Financing Specialist with RBC, focusing on credit skills and commercial banking insights in Ottawa.Deliver exceptional client experiences while supporting portfolio managem... Show more

 • Promoted

Sun Life Financial Advisor Trainee Program

Sun LifeBarrie
Full-time

Launch your career in financial advice with Sun Life’s Advisor Trainee Program.Experience hands-on training while developing crucial skills and knowledge about financial solutions.This six-month te... Show more

 • Promoted

Associate Financial Planner & Advisor - Wealth Strategy

Raymond James Ltd.Barrie
Full-time

A leading financial services firm in Barrie is seeking an experienced Associate Advisor/Associate Portfolio Manager.Responsibilities include client report preparation, financial planning support, a... Show more

 • Promoted

New Business Specialist - Empire Vie

Empire Viebarrie, on, ca
Full-time

Spécialist, Nouvelles affaires.La fourchette de rémunération cible totale (RCT), qui comprend le salaire et la prime cible, est de 55 968 $ à 84 800 $.Cette fourchette de RCT ne s’applique qu’aux p... Show more

 • Promoted

Aquaculture & Petfeed Commodity Trader

Redstone Search Groupbarrie, on, ca
Full-time

Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc... Show more

 • Promoted

CFP Associate Advisor - Wealth Planning & Client Insights

Raymond James FinancialBarrie
Full-time +1

A leading independent investment firm in Barrie seeks an experienced Associate Advisor/Associate Portfolio Manager.Responsibilities include providing financial planning support, preparing client re... Show more