Financial Advisor

• Build long-term relationships with people and help them plan financially for various stages of life


• Prepare and execute strategies to attract and connect with new Clients


• Conduct meetings with prospective and existing Clients


• Review Clients’ current financial state and gather information about future goals


• Build financial roadmaps to help Clients achieve their goals


• Recommend and implement suitable insurance and investment products


• Meet with Clients on an ongoing basis to keep plans up to date as life situations change


• Stay current with industry changes through training and professional development


• Stay connected within the community through networking, marketing, and referrals

Requirements

• History of achievement in professional, academic, athletic, or other areas


• Enjoys engaging, developing, and maintaining relationships with people


• Disciplined and self-motivated


• Goal-oriented with a strong work ethic


• Continuous learner with a deep interest in helping others


• Excellent communication skills


• College/University degree


• Some professional experience


• Must be legally entitled to work in Canada


• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency


• LLQP and/or Mutual Fund license or course/exam completion is optional

Core Competencies

Demonstrates expertise in building long-term client relationships and developing tailored financial strategies. Proficient in recommending suitable insurance and investment products while maintaining up-to-date financial plans.

Highest-signal resume keywords

• Client Relationship Management


• Financial Planning


• Insurance Product Knowledge


• Investment Product Knowledge


• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Roadmap Development


• Client Needs Assessment


• Goal Setting


• Market Analysis


• Investment Strategy Implementation

Soft Skills

• Relationship Building


• Self-Motivation


• Goal Orientation


• Continuous Learning


• Interpersonal Skills

Certifications & Qualifications

• LLQP License


• Mutual Fund License

Industry Keywords

• Financial Services


• Client Meetings


• Networking


• Professional Development


• Community Engagement