Jobs at Sun Life Financial, Inc.

Remote sales role contacting existing Sun Life Group Retirement Savings plan members to provide advice, recommend savings/investment solutions, build relationships, and drive retention and sales through phone and video consultations.

The Business Development Partner recruits, trains, and develops new advisors in financial services, focusing on growth, client engagement, and compliance while achieving sales metrics.

The Advisor Trainee will participate in a six-month program preparing for an advisory career, gaining hands-on experience and personalized coaching while building relationships with clients and learning about financial products.

As a Financial Advisor at Sun Life, you build client relationships, provide financial advice, create financial plans, and recommend suitable products while continuing professional development.

Financial Advisors at Sun Life build relationships, offer financial planning, and provide tailored investment advice to clients. They engage with the community and continue professional development to enhance their skills.

As a Sun Life Financial Advisor, you will build relationships, provide financial advice, and help clients achieve their financial goals while enjoying the potential for unlimited income and independence.

Process new business and revision documents accurately and on time, create and modify client contracts and booklets, interpret plan design, respond to internal partner inquiries, resolve escalations, negotiate target dates, manage priorities, and collaborate with service, implementation, customers and advisors to ensure documents meet expectations. Frequent French/English interactions required.

As a Financial Advisor, you will build relationships, provide financial advice, and help clients achieve their financial goals through personalized strategies and ongoing support.