Join Sun Life as a Financial Advisor in Kitchener Waterloo and enjoy the freedom of building your own business. This role emphasizes financial independence and personalized client interactions.
As a Sun Life advisor, you will receive exceptional training and resources to guide your journey. Your responsibilities include meeting clients, providing bespoke financial advice, and proactively growing your portfolio. Utilize innovative technology and national marketing support to attract clients and nurture relationships.
Key Responsibilities:
• Develop your business through active prospecting
• Meet clients to assess their financial objectives
• Provide tailored risk management product advice
• Deliver ongoing financial planning solutions
• Leverage referrals for sustained business growth
Requirements:
• Entrepreneurial mindset with a strong work ethic
• Goal-driven with superior communication skills
• Strong focus on client satisfaction
• Proven skills i...