Sun Life Financial Advisor
Run your own financial advisory business, schedule work for balance, deliver client-centred advice, and advance with top-tier tech support. Applicants should be experienced and self-motivated.
Main Duties and Responsibilities
As a Sun Life Financial Advisor-Experienced, your core responsibility is running your own advisory business, maintaining an entrepreneurial mindset throughout.
You will deliver ongoing, customized financial solutions for clients, focusing on their investment and retirement plans and long-term goals.
The role emphasizes cultivating strong client relationships by offering personal attention and tailored support based on each client’s finances.
Expect to use innovative technology and expert resources to provide up-to-date advice and investment options to your clients.
Your day-to-day also involves monitoring portfolios and keeping clients informed about changes, opportunities, or financial risks.
Vorteile der Position
One major advantage is the autonomy to set your own hours, supporting your preferred work-life balance and personal commitments.
Running your own business means you retain control over client interactions, growth strategies, and professional development.
Nachteile der Position
Being self-driven and managing your own business requires discipline, motivation, and the ability to handle uncertainty or fluctuating income.
In this role, success often depends greatly on your individual efforts in acquiring and retaining clients.
Urteil
The Sun Life Financial Advisor-Experienced role offers freedom and entrepreneurial opportunity. It’s well-suited for those prepared to build client relationships and take charge of their financial advisory career.
