Sun Life Community Financial Advisor (Windsor)
Sun Life Community Financial Advisor (Windsor)
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Windsor, Canada
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Last edited: less than a week ago
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Description
Join Sun Life as a Community Financial Advisor, focusing on empowering clients to achieve financial security in Windsor Essex/Kent. This role offers unlimited earning potential and significant independence.
In this advisor position, you will engage with clients to understand their current financial situations and future ambitions. The role thrives on building long-term relationships while providing professional financial advice tailored to individual needs. Sun Life provides ongoing local support and development opportunities to ensure your growth and success.
Key Responsibilities: • Attract and connect with new clients effectively • Meet with clients to assess their financial goals • Design financial roadmaps to reach client objectives • Propose relevant investment and insurance solutions • Maintain client relationships and adapt plans as needed
Requirements: • Proven achievement in previous roles or studies • Strong desire to help others and develop relationships • Self-motivated with a disciplined approach • Robust communication and networking abilities • Business development capabilities are beneficial
Shape your future while supporting community members as a Financial Advisor with Sun Life. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2onf89
In this advisor position, you will engage with clients to understand their current financial situations and future ambitions. The role thrives on building long-term relationships while providing professional financial advice tailored to individual needs. Sun Life provides ongoing local support and development opportunities to ensure your growth and success.
Key Responsibilities: • Attract and connect with new clients effectively • Meet with clients to assess their financial goals • Design financial roadmaps to reach client objectives • Propose relevant investment and insurance solutions • Maintain client relationships and adapt plans as needed
Requirements: • Proven achievement in previous roles or studies • Strong desire to help others and develop relationships • Self-motivated with a disciplined approach • Robust communication and networking abilities • Business development capabilities are beneficial
Shape your future while supporting community members as a Financial Advisor with Sun Life. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2onf89
Highlights
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Company nameSun Life
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Job positionSun Life Community Financial Advisor (Windsor)
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