Make a lasting difference as a Financial Advisor with Sun Life in Quebec. Focus on client relationships and financial planning while enjoying unlimited earning potential and support.
In this role at Sun Life, you will foster long-term relationships with clients helping them reach their financial objectives. Your success as a Financial Advisor stems from both your skills and your ability to connect personally with clients. Expect a supportive environment that encourages independence, offers incentives, and promotes ongoing learning for professional growth.
Key Responsibilities:
• Prepare strategies for acquiring new clients
• Conduct meetings with both prospective and current clients
• Review client financial situations and future goals
• Create customized financial roadmaps for each client
• Recommend suitable insurance and investment options
Requirements:
• College or university degree with relevant experience
• Proven success in previous roles
• Stron...