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Financial Advisor
Sun LifeSun Life financial advisor helping individuals, families, and businesses achieve lifetime financial security. Building client relationships, creating financial roadmaps, and implementing insurance and investment solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building financial roadmaps and recommending suitable insurance and investment products to help clients achieve their goals. Strong relationship-building skills and a commitment to continuous learning and professional development are essential.
Highest-signal resume keywords
Financial Roadmap DevelopmentClient Relationship ManagementInsurance Product RecommendationInvestment Product ImplementationExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisGoal SettingClient Needs AssessmentInvestment StrategyInsurance Knowledge
Soft Skills
Relationship BuildingSelf-MotivationDisciplineGoal OrientationContinuous Learning
Certifications & Qualifications
LLQP LicenseMutual Fund License
Industry Keywords
Client EngagementNetworkingProfessional DevelopmentFinancial PlanningInsurance Industry
About the role
Key responsibilities & impact- 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
- Continue meeting with Clients to keep plans up to date as life situations change
- Stay current with industry changes through ongoing training and professional development
- 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 is optional
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
- Ongoing training and professional development
- Culture celebrating excellence and inclusivity