Financial Advisor

Sun Life

Sun Life financial advisor helping Saskatchewan individuals, families, and business owners achieve lifetime financial security. Building client relationships, financial roadmaps, and insurance or investment solutions.

Posted 8/10/2026full-timeRegina • 🇨🇦 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 tailored financial strategies. Proficient in recommending suitable insurance and investment products while maintaining up-to-date financial plans.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningInsurance Product KnowledgeInvestment Product KnowledgeExcellent 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 DevelopmentClient Needs AssessmentGoal SettingMarket AnalysisInvestment Strategy Implementation

Soft Skills

Relationship BuildingSelf-MotivationGoal OrientationContinuous LearningInterpersonal Skills

Certifications & Qualifications

LLQP LicenseMutual Fund License

Industry Keywords

Financial ServicesClient MeetingsNetworkingProfessional DevelopmentCommunity Engagement

About the role

Key responsibilities & impact

Build long-term relationships with people and help them plan financially for various stages of life
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
Stay current with industry changes through training and professional development
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 become more financially secure
Independence and flexibility to build work around important things in life
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