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financial analyst
Title posted on ZipRecruiter - Sun Life Financial Advisor
Posted on November 26, 2024 by Employer details Sun Life Financial
Job details
<h3>Job Description</h3><div>Job Description<div><p><strong>SUN LIFE FINANCIAL ADVISOR</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p>• Are you someone who loves talking to people and comfortable providing advice?</p><p>• Are you disciplined and motivated?</p><p>• Do you value your independence?</p><p>• Do you love learning and developing new skills?</p><p> </p><p>If this sounds like you, let's talk!</p><p> </p><p><strong>What's in it for you?</strong></p><p>• <strong>Unlimited earning potential </strong>with compensation that is tied to your achievements and provides an ongoing stream of income.</p><p>• "Earn while you learn" <strong>monthly bonuses</strong> to provide financial stability as you develop your skills in a new career.</p><p>• A <strong>purpose-driven career</strong> helping people in your community become more financially secure.</p><p>• The <strong>independence </strong>and <strong>flexibility</strong> to build your work around the important things in your life.</p><p>• Hands-on dedicated<strong> local support </strong>to help you develop the skills to successfully launch, develop, and grow your business.</p><p>• A <strong>recognition program</strong> that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.</p><p>• <strong>Leading-edge technology </strong>so you can do business easily anytime, anywhere.</p><p>• A <strong>culture </strong>that celebrates excellence and inclusivity.</p><p> </p><p><strong>What does a financial advisor do?</strong></p><p> </p><p>Here are some of the more common activities performed by successful financial advisors:</p><p>• Prepare and execute strategies to attract and connect with new Clients.</p><p>• Conduct meetings with prospective and existing Clients.</p><p>• Review their current financial state and gather information about their future goals.</p><p>• Build a financial roadmap to help them achieve these goals.</p><p>• Recommend and implement suitable insurance and investment products that align with this financial roadmap.</p><p>• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)</p><p>• On-going training and professional development to remain current with industry changes.</p><p>• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP).</p><p>• Stay connected within their community through ongoing networking activities, marketing, and referrals.</p><p> </p><p><strong>The person we are looking for: </strong></p><p>• Has a history of achievement (professional, academic, athletics, etc.).</p><p>• Enjoys engaging, developing, and maintaining relationships with people.</p><p>• Is disciplined and self-motivated.</p><p>• Is goal-oriented with a strong work ethic.</p><p>• Is a continuous learner with a deep interest in helping others.</p><p>• Has excellent communication skills.</p><p>• Has a College/University degree and some professional experience.</p><p> </p><p><strong>Assets (optional):</strong></p><p>• Demonstrated ability to motivate others to action.</p><p>• Business development skills.</p><p>• LLQP and/or Mutual Fund licen- LocationStratford, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source ZipRecruiter #4fd6921d2
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