Transform lives through financial advice as a Financial Advisor at Sun Life in Ottawa. Engage clients, build strategies, and experience unlimited potential every day.
In this role, you’ll develop long-term client relationships and create personalized financial plans. Your success will hinge on strong communication, motivation, and discipline. Explore a career at Sun Life that fosters independence and offers significant growth opportunities in the financial advisory sector.
Key Responsibilities:
• Prepare strategies to attract new clients
• Conduct meetings with potential and existing clients
• Review financial statuses and future client goals
• Build personalized financial roadmaps for clients
• Recommend suitable insurance and investment products
Requirements:
• Proven achievements in academic or professional settings
• Strong relationship-building and communication skills
• Self-motivated with a goal-oriented mindset
• College or University degree ...