Sun Life
Description
Financial Experience not necessary. Welcome to Career Changers. Welcome to candidates speaking other languages than French.
A financial advisor provides advice about insurance and investments to Clients through a thorough review of their needs. Successful advisors build long-term relationships with Clients, help them build a solid financial strategy and put the right products in place throughout their various life stages. Here are some of the more common activities performed by financial advisors:
- Meeting with prospects and Clients
- Gathering information about their future financial goals as well as reviewing their current financial state
- Helping build a financial roadmap Clients achieve these goals
- Recommending suitable insurance and/or investment products that align with this financial strategy
- Meeting with Clients regularly to ensure their plan continues to stay up to date as the Client’s life situation changes (family, career, housing, etc.)
- Completing on-going training and professional development to remain current with industry and regulatory environment changes
- Obtaining professional accreditations and designations (such as Certified Financial Planner – CFP)
- Staying connected within their community through on-going referral, marketing, and networking activities.
En tant que conseiller Sun Life, vous aurez droit à une rémunération concurrentielle, à une reconnaissance constante et à des format
Rencontrer les Clients potentiels et existants afin de passer en revue leurs objectifs
- Donner des conseils judicieux sur les produits d’assurance-vie et d’assurance-santé pour protéger les Clients contre les risques
- Offrir des solutions financières personnalisées et continues aux Clients pour les aider à atteindre leurs objectifs à long terme en matière de placement et de retraite
- Lancer votre entreprise et faire croître vos affaires au moyen de recommandations