Financial Advisor - Sun Life, Trois-Rivieres

AI Summary

This role is for a Sun Life Financial Advisor in Trois-Rivieres, Quebec. Advisors build long-term relationships, provide financial advice, and implement recommendations to help clients plan for various stages of life.

Key duties include attracting new clients, conducting meetings, building financial roadmaps, and recommending suitable insurance and investment products. Top requirements include a history of achievement, strong communication skills, and a college/university degree with some professional experience.

About the Opportunity at Sun Life

Sun Life offers a unique opportunity for a dedicated Financial Advisor in Trois-Rivieres, Quebec, to build a purpose-driven career. This role empowers individuals to make a significant impact in their communities by helping people achieve financial security and live healthier lives. Successful advisors enjoy unlimited earning potential, with compensation tied to achievements and ongoing income streams, alongside monthly bonuses to provide financial stability while developing new skills. The independence and flexibility offered allow advisors to build their work around important aspects of their personal life.

Sun Life provides hands-on local support to help develop the necessary skills to successfully launch, develop, and grow a thriving business. This professional environment celebrates excellence and inclusivity, offering a recognition program with prizes, travel incentives, and stock ownership opportunities, all supported by leading-edge technology. People from various professional and educational backgrounds have found success in the advisor career at Sun Life, as it values who you are as a person beyond just your resume.

Key Responsibilities and Professional Growth

A Sun Life Financial Advisor's daily activities involve actively preparing and executing strategies to attract and connect with new clients, fostering long-term relationships. This includes conducting meetings with both prospective and existing clients to review their current financial state and gather information about their future goals. Advisors are responsible for building a comprehensive financial roadmap tailored to help clients achieve these aspirations, recommending and implementing suitable insurance and investment products that align with their plan.

Continuous engagement with clients is crucial to ensure their financial plan remains up to date as their life situation changes, encompassing family, career, housing, and debts. Ongoing training and professional development are integral to this career, ensuring advisors remain current with industry changes and obtain professional accreditations and designations, such as Certified Financial Planner (CFP), throughout their professional journey. Staying connected within the community through networking activities, marketing, and referrals is also a key aspect of this rewarding role.

Who Sun Life is Looking For

Sun Life seeks individuals with a demonstrated history of achievement, whether professional, academic, or athletic, who genuinely enjoy engaging, developing, and maintaining relationships with people. The ideal candidate for this financial advisor career is disciplined, self-motivated, and goal-oriented, possessing a strong work ethic. A continuous learner with a deep interest in helping others, they must also exhibit excellent communication skills. A college or university degree combined with some professional experience is a fundamental requirement.

While not mandatory, assets such as a demonstrated ability to motivate others to action, strong business development skills, or completion of LLQP and/or Mutual Fund licenses or courses/exams are highly valued. This role is for those legally entitled to work in Canada, as Sun Life will not sponsor applications for authorization to work in Canada, including for a work permit or to apply for permanent residency.