Financial Advisor

• Build long-term relationships with Clients and help them plan financially for different life stages
• 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
• Complete ongoing training and professional development to remain current with industry changes
• Obtain professional accreditations and designations throughout the career
• 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 are optional assets

Core Competencies

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

Highest-signal resume keywords

• Client Relationship Management
• Financial Planning
• Insurance Product Recommendation
• Investment Product Implementation
• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Roadmap Development
• Goal Setting
• Client Needs Assessment
• Ongoing Financial Review
• Professional Development

Soft Skills

• Disciplined
• Self-Motivated
• Goal-Oriented
• Engaging
• Relationship Building

Certifications & Qualifications

• LLQP License
• Mutual Fund License

Industry Keywords

• Financial Services
• Client Engagement
• Networking
• Marketing
• Professional Accreditation