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Sun Life

Global financial services for insurance, investments

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWinnipeg, MB, Canada

About the Job

Requirements

  • Have a college or university degree and some professional experience.
  • Enjoy engaging, developing, and maintaining relationships with people.
  • Be disciplined and self-motivated.
  • Be goal-oriented with a strong work ethic.
  • Be a continuous learner with a deep interest in helping others.
  • Have excellent communication skills.
  • Be legally entitled to work in Canada; Sun Life does not sponsor work authorization or permanent residency applications.

Responsibilities

  • Prepare and execute strategies to attract and connect with new clients.
  • Conduct meetings with prospective and existing clients.
  • Review clients' current financial state and gather information about their future goals.
  • Build a financial roadmap to help clients achieve their goals.
  • Recommend and implement suitable insurance and investment products aligned with the financial roadmap.
  • Continue meeting with clients to keep their plan up to date as their life situation changes.
  • Complete ongoing training and professional development to remain current with industry changes.
  • Obtain professional accreditations and designations throughout the career, such as Certified Financial Planner.
  • Stay connected within the community through ongoing networking, marketing, and referrals.

Desired Qualifications

  • Demonstrated ability to motivate others to action.
  • Business development skills.
  • LLQP and/or Mutual Fund license or course/exam completion.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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