Mortgage Advisor

Sun Life

LLQP certified Prospr Advisor at Sun Life providing personalized financial solutions to clients. Engaging with clients through calls and digital tools to address their insurance and investment needs.

Posted 7/22/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$60,000 - CA$62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in assessing financial needs and recommending insurance solutions while maintaining compliance and licensing as an Insurance Advisor. Strong communication and relationship-building skills are essential for engaging with clients and enhancing their experience.

Highest-signal resume keywords

Bachelor DegreeLife License (CIRO)Insurance Industry KnowledgeSales and Service ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Solutions AssessmentFinancial Needs AnalysisClient EngagementRetirement Planning ToolsCompliance Understanding

Soft Skills

Relationship BuildingProblem SolvingAdaptabilityResourcefulness

Certifications & Qualifications

LLQP Certification

Industry Keywords

Retail Insurance ProductsInsurance AdvisorClient Experience Enhancement

About the role

Key responsibilities & impact

Proactively call and take calls from new and existing insurance and investment clients
Engage with individual insurance clients over the phone and through digital tools
Assess clients’ financial needs and recommend appropriate insurance solutions
Help clients be ‘retirement ready’ using planning tools
Work closely with Branch Manager and support teams
Maintain registration and licensing in good standing as an Insurance Advisor
Identify continuous improvement opportunities to enhance client experience

Requirements

What you’ll need

Bachelor degree or 2+ years of relevant experience
Valid sales and service experience (preferably in insurance)
Strong knowledge and passion of retail insurance products
Experience doing business over the phone
Strong knowledge and understanding of Insurance Industry and Compliance
Availability on a variable schedule Monday to Friday between 8am to 8pm
Excellent communication skills, both written and verbal
Strong relationship building skills
Strong problem solving skills
Adaptable and resourceful
A valid and active Life License (CIRO), or courses completed (LLQP certification) allowing you to obtain the license immediately following the hire.

Benefits

Comp & perks

Competitive Salary and annual incentive plan
Medical, dental, life, and disability insurance
Employee matched pension plan
Stock purchase plan
3 weeks paid vacation
Licensing fees covered
Continuous improvement and personal growth environment
Opportunity to shape the future of the business
Positive, dynamic, and collaborative work environment