Financial Advisor at Sun Life

Advance your career as a Financial Advisor with Sun Life in Montreal Rive-Sud. Build meaningful relationships and guide clients through their financial journeys with flexible earning potential.
As a Financial Advisor, you'll focus on establishing long-term client relationships while providing tailored financial advice and implementing strategic plans. This role is ideal for someone with a strong work ethic, excellent communication skills, and a passion for helping people achieve their financial goals.
Key Responsibilities:
• Prepare strategies to connect with new clients
• Conduct financial meetings with prospective clients
• Gather information about clients’ current and future financial goals
• Build comprehensive financial roadmaps for clients
• Recommend suitable investment and insurance products
Requirements:
• Proven history of achievement in various fields
• Strong interest in continuous learning and development
• Excellent relationship-building a...