Sun Life Financial
Sun Life Financial Advisor with Growth Potential
Job Description
Transform lives as a Financial Advisor at Sun Life in Ottawa. Build lasting relationships in your community while receiving unparalleled training and earning potential.
As a Sun Life Financial Advisor, you will support individuals' financial journeys, characterized by active participation in their lives. Success in this role requires excellent communication, motivation, and discipline. You’ll have the tools and support necessary for ongoing development and success.
Key Responsibilities:
• Conduct meetings to discuss financial goals with clients
• Create personalized financial strategies and roadmaps
• Recommend investment and insurance solutions
• Adapt plans based on client life changes
• Network to generate referrals and business growth
Requirements:
• Completion of a College/University degree
• Proven ability to develop client relationships
• Self-motivated and goal-oriented individual
• Exc...
As a Sun Life Financial Advisor, you will support individuals' financial journeys, characterized by active participation in their lives. Success in this role requires excellent communication, motivation, and discipline. You’ll have the tools and support necessary for ongoing development and success.
Key Responsibilities:
• Conduct meetings to discuss financial goals with clients
• Create personalized financial strategies and roadmaps
• Recommend investment and insurance solutions
• Adapt plans based on client life changes
• Network to generate referrals and business growth
Requirements:
• Completion of a College/University degree
• Proven ability to develop client relationships
• Self-motivated and goal-oriented individual
• Exc...