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SUN LIFE Financial Advisor

Date Posted: May 29, 2026
Yearly: C$ - C$
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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
0 Current Jobs Openings

Financière Sun Life, or Sun Life Financial, is a leading financial services organization that helps clients achieve financial security and independence through a wide range of insurance and investment products. The company emphasizes long-term relati... Read More

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