Financial Advisor at Sun Life
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Sun Life
📍 lévis, chaudière- ppalaches, Canada
Job Description
Join Sun Life as a Financial Advisor, where relationship-building meets financial empowerment for clients across multiple life stages. This self-directed role also offers lifelong learning opportunities.
As a Financial Advisor at Sun Life, you will leverage your unique background to help clients plan their financial futures. This role focuses on developing strategic relationships within your community while providing vital financial advice. Ambitious and disciplined individuals seeking independence and growth will thrive in this dynamic environment.
Key Responsibilities:
• Establish strategies to connect with new clients
• Host meetings to assess client needs
• Evaluate current financial circumstances and objectives
• Create individualized financial plans
• Propose insurance and investment solutions
Requirements:
• History of achievements in various aspects of life
• Proficiency in communication and relationship management
• Strong self-motivation and g...
As a Financial Advisor at Sun Life, you will leverage your unique background to help clients plan their financial futures. This role focuses on developing strategic relationships within your community while providing vital financial advice. Ambitious and disciplined individuals seeking independence and growth will thrive in this dynamic environment.
Key Responsibilities:
• Establish strategies to connect with new clients
• Host meetings to assess client needs
• Evaluate current financial circumstances and objectives
• Create individualized financial plans
• Propose insurance and investment solutions
Requirements:
• History of achievements in various aspects of life
• Proficiency in communication and relationship management
• Strong self-motivation and g...