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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 while maintaining strong client relationships. Committed to continuous learning and professional development to adapt to industry changes.
Highest-signal resume keywords
Client Relationship ManagementFinancial PlanningInsurance Product KnowledgeInvestment Product KnowledgeGoal-Oriented Approach
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 Roadmap DevelopmentInsurance Product RecommendationInvestment Product RecommendationClient Needs AssessmentFinancial Analysis
Soft Skills
Excellent Communication SkillsSelf-MotivatedGoal-OrientedRelationship BuildingContinuous Learner
Certifications & Qualifications
LLQP LicenseMutual Fund License
Industry Keywords
Financial AdvisorClient EngagementNetworkingProfessional DevelopmentCommunity Involvement
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
- Complete ongoing training and professional development to remain current with industry changes
- Stay connected within the community through networking, marketing, and referrals
- Build, develop, and grow an independent financial-advisor business
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 and 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 an optional asset
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 become more financially secure
- Independence and flexibility to build work around important life activities
- 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 to conduct business anytime, anywhere
- Culture that celebrates excellence and inclusivity
- Ongoing training and professional development
- Opportunities to obtain professional accreditations and designations
