Financial Advisor

Sun Life

Sun Life financial advisor helping clients achieve lifetime financial security and healthier lives. Building financial plans, recommending insurance and investment products, and growing a community-based practice.

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

Core Competencies

Role fit

Core Competencies

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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 stay current with industry changes.

Highest-signal resume keywords

Client Relationship ManagementFinancial PlanningInsurance Product RecommendationInvestment Product KnowledgeLLQP License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Roadmap DevelopmentInsurance Product KnowledgeInvestment Product RecommendationClient Needs AssessmentFinancial Analysis

Soft Skills

Excellent Communication SkillsRelationship BuildingSelf-MotivatedGoal-OrientedContinuous Learner

Certifications & Qualifications

LLQP LicenseMutual Fund License

Industry Keywords

Client EngagementFinancial ServicesProfessional DevelopmentNetworkingMarketing

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
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
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
Independence and flexibility to build your work around important things in your life
Hands-on dedicated local support
Recognition program with prizes and travel incentives, including Conventions, Learning Retreats, Awards of Excellence, and stock ownership
Leading-edge technology
On-going training and professional development
Professional accreditations and designations throughout the career
Supportive, flexible, and inclusive work environment
Collaborative leaders and colleagues who help you learn, grow, and succeed