Sun Life Financial
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Financial Advisor at Sun Life
Description
Empower clients as a Financial Advisor with Sun Life in Owen Sound. Build meaningful relationships while providing tailored financial advice and plans to individuals and families.
Sun Life is seeking a motivated Financial Advisor to enhance community financial security. Leverage your people skills and enjoy the freedom of a purpose-driven career. Collaborate with dynamic peers while managing your own success in a supportive environment.
Key Responsibilities:
• Prepare strategies to connect with new Clients
• Conduct meetings with prospective and existing Clients
• Review financial statuses and future goals
• Create customized financial roadmaps based on goals
• Recommend suitable insurance and investment products
Requirements:
• College/University degree and relevant experience
• Strong communication and relationship-building skills
• Disciplined, motivated, and self-driven nature
• History of achievement across various fields
• Continuous learner...
Sun Life is seeking a motivated Financial Advisor to enhance community financial security. Leverage your people skills and enjoy the freedom of a purpose-driven career. Collaborate with dynamic peers while managing your own success in a supportive environment.
Key Responsibilities:
• Prepare strategies to connect with new Clients
• Conduct meetings with prospective and existing Clients
• Review financial statuses and future goals
• Create customized financial roadmaps based on goals
• Recommend suitable insurance and investment products
Requirements:
• College/University degree and relevant experience
• Strong communication and relationship-building skills
• Disciplined, motivated, and self-driven nature
• History of achievement across various fields
• Continuous learner...