SUN LIFE FINANCIAL ADVISOR - Quebec
- Gatineau, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
SUN LIFE FINANCIAL ADVISOR
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.
- Are you someone who loves talking to people and comfortable providing advice?
- Are you disciplined and motivated?
- Do you value your independence?
- Do you love learning and developing new skills?
What’s in it for you?
- Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
- “Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
- A purpose-driven career helping people in your community become more financially secure.
- The independence and flexibility to build your work around the important things in your life.
- Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
- A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
- Leading-edge technology so you can do business easily anytime, anywhere.
- A culture that celebrates excellence and inclusivity.
Here are some of the more common activities performed by successful financial advisors:
- Prepare and execute strategies to attract and connect with new Clients.
- Conduct meetings with prospective and existing Clients.
- Review their current financial state and gather information about their future goals.
- Build a financial roadmap to help them achieve these goals.
- Recommend and implement suitable insurance and investment products that align with this financial roadmap.
- Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
- On-going training and professional development to remain current with industry changes.
- Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
- Stay connected within their community through ongoing networking activities, marketing, and referrals.
- Has a history of achievement (professional, academic, athletics, etc.).
- Enjoys engaging, developing, and maintaining relationships with people.
- Is disciplined and self-motivated.
- Is goal-oriented with a strong work ethic.
- Is a continuous learner with a deep interest in helping others.
- Has excellent communication skills.
- Has a College/University degree and some professional experience.
- Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking Clients across Canada and worldwide.
- Demonstrated ability to motivate others to action.
- Business development skills.
- LLQP and/or Mutual Fund license or course/exam completion.
To learn more and APPLY at www.sunlife.ca/becomeanadvisor
To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.
The Sun Life advisor role is 100% commission-based. The possible salary disclosure provided by this job board does not apply.
Job Category:
Sales - Direct
Posting End Date:
29/11/2026
More about this job
Responsibilities
Develop relationships with prospective and existing clients, assess their financial circumstances and goals, and create financial roadmaps with suitable insurance and investment recommendations. Maintain client plans as circumstances change, pursue ongoing training and professional credentials, and grow the business through networking, marketing, and referrals.
Requirements
Candidates should have a college or university degree, some professional experience, a record of achievement, strong communication and relationship-building skills, and a disciplined, self-motivated, goal-oriented approach. Fluency in both spoken and written French and English is required; an LLQP or mutual fund license or related course or exam completion is an asset.
Skills
- Client Relationship Building
- Financial Planning
- Business Development
- Networking
- Marketing
- Communication
- Goal Setting
- Self-Motivation
- Discipline
- Client Needs Assessment
- Financial Roadmap Development
- Bilingual Communication
- Continuous Learning
Benefits
- Achievement-Based Commission
- Flexible Work Schedule
- Local Business Development Support
- Recognition Prizes and Travel Incentives
- Stock Ownership
- Professional Development
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Customer Service & Support
Keywords
- Financial Services
- Insurance
- Investments
- Financial Planning
- Client Relationships
- Business Development
- Networking
- Marketing
- Referrals
- Financial Roadmaps
- Client Needs Assessment
- Insurance Products
- Investment Products
- Professional Development
- Certified Financial Planner
- CFP
- LLQP
- Mutual Fund License
- Bilingual French and English
- Commission-Based Compensation
- Financial Security