Opportunity Description
Financial Advisor – Job Description
Financial advisors at SunLife build long‑term relationships with clients and help them plan financially for various stages of life.
They influence communities by providing advice and implementing recommendations, offering opportunities for unlimited income potential, independence, and growth.
What does a financial advisor do?
- Prepare and execute strategies to attract and connect with new clients.
- Conduct meetings with prospective and existing clients.
- Review current financial state and gather information about future goals.
- Build a financial roadmap to help achieve those goals.
- Recommend and implement suitable insurance and investment products that align with the roadmap.
- Continuously meet with clients to ensure plans stay up to date as life situations change.
- Participate in ongoing training and professional development to remain current with industry cha...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position