Financial Advisor

Sun Life

Sun Life financial advisor building client relationships and financial roadmaps. Recommending insurance and investment products to help Canadians achieve lifetime financial security.

Posted 8/10/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in building long-term client relationships and developing financial strategies tailored to individual goals. Proficient in recommending and implementing suitable insurance and investment products while maintaining up-to-date financial plans.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningInsurance Product RecommendationInvestment Product ImplementationExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Roadmap DevelopmentGoal SettingClient Needs AssessmentOngoing Financial ReviewProfessional Development

Soft Skills

DisciplinedSelf-MotivatedGoal-OrientedEngagingRelationship Building

Certifications & Qualifications

LLQP LicenseMutual Fund License

Industry Keywords

Financial ServicesClient EngagementNetworkingMarketingProfessional Accreditation

About the role

Key responsibilities & impact

Build long-term relationships with Clients and help them plan financially for different life stages
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 future goals
Build financial roadmaps to help Clients achieve their goals
Recommend and implement suitable insurance and investment products
Meet with Clients on an ongoing basis to keep plans up to date as life situations change
Complete ongoing training and professional development to remain current with industry changes
Obtain professional accreditations and designations throughout the career
Stay connected within the community through networking, marketing, and referrals

Requirements

What you’ll need

History of achievement in professional, academic, athletic, or other areas
Enjoys engaging, developing, and maintaining relationships with people
Disciplined and self-motivated
Goal-oriented with a strong work ethic
Continuous learner with a deep interest in helping others
Excellent communication skills
College/University degree
Some professional experience
Must be legally entitled to work in Canada
Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
LLQP and/or Mutual Fund license or course/exam completion are optional assets

Benefits

Comp & perks

Unlimited earning potential with compensation tied to achievements and an ongoing stream of income
“Earn while you learn” monthly bonuses
Purpose-driven career helping people in the community
Independence and flexibility to build work around important life priorities
Hands-on dedicated local support
Recognition program with prizes and travel incentives, including Conventions, Learning Retreats, and Awards of Excellence
Stock ownership
Leading-edge technology
On-going training and professional development
Supportive, flexible, and inclusive work environment