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SUN LIFE Financial Advisor

Date Posted: May 28, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Barrie, 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 28, 2026
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Job Description

Overview

As a SUN LIFE Financial Advisor, you will have the opportunity to build long-term relationships and assist individuals, families, and business owners in achieving financial security. This role emphasizes providing personalized advice and implementing recommended strategies while enjoying the independence and flexibility of the career.

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
  • Continuously meet with clients to update their financial plans
  • Participate in ongoing training and professional development
  • Obtain professional accreditations and designations throughout the career
  • Engage in networking and marketing activities within the community

Required skills

  • Excellent communication skills
  • Client relationship management
  • Financial planning
  • Investment advisory
  • Sales strategy
  • Analytical skills
  • Adaptability
  • College/University degree
  • Professional experience
  • Discipline and self-motivation
  • Goal-oriented work ethic
  • Continuous learner

What the company offers

  • Unlimited earning potential tied to achievements
  • "Earn while you learn" monthly bonuses
  • Dedicated local support for skill development
  • Recognition program with prizes and travel incentives
  • Leading-edge technology for business management
  • 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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