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SUN LIFE Financial Advisor

Date Posted: May 29, 2026
Yearly: C$ - C$
Job is expired

Job Detail

  • location_on
    Location Orillia, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 29, 2026
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Job Description

Overview

As a Financial Advisor at Financière Sun Life, you'll be empowered to build long-term relationships and help clients plan for their financial futures. This role offers unlimited income potential and the flexibility to grow your business while making a difference in your community. Advisors come from various backgrounds and are encouraged to be their authentic selves as they guide clients through financial decisions.

Key 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 financial roadmaps to help clients achieve their goals
  • Recommend and implement suitable insurance and investment products
  • Maintain regular contact with clients to ensure their plans are up to date
  • Engage in ongoing training and professional development
  • Obtain professional accreditations and designations throughout the career
  • Stay connected within the community through networking activities and referrals

Required skills

  • Client relationship management
  • Financial planning and investment advice
  • Sales strategy and communication
  • Networking skills
  • Discipline and self-motivation
  • Strong work ethic and goal-orientation
  • College/University degree
  • Professional experience in relevant fields
  • Business development skills (optional)
  • LLQP and/or Mutual Fund license (optional)

What the company offers

  • Unlimited earning potential tied to achievements
  • Monthly bonuses for financial stability during skill development
  • Purpose-driven career helping the community
  • Independence and flexibility in work schedule
  • Dedicated local support for business development
  • Recognition program with prizes and travel incentives
  • Leading-edge technology for business operations
  • Culture that celebrates excellence and inclusivity

Skills Required

Company Overview

Financière Sun Life
Barrie, Canada
1 Current Jobs Openings

Financière Sun Life est l'une des plus grandes sociétés de services financiers au Canada, reconnue mondialement. Elle offre une gamme de produits financiers et d'assurance pour aider ses clients à atteindre une bonne santé financière. Read More

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