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Full-time
bachelor degree
Monthly bonuses, Stock ownership, Travel incentives, Professional development, Flexible work schedule
Posted 2d ago
Apply by Nov 1
~40 hrs/week
Responsibilities
Financial advisors build long-term relationships with clients to provide personalized financial roadmaps and investment recommendations. They are responsible for networking within their community to attract new clients and maintaining existing plans as life circumstances change.
Requirements
Candidates should have a history of achievement and a college or university degree. Strong communication skills, self-motivation, and a goal-oriented mindset are essential for success in this role.
Full job description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.
Are you someone who loves talking to people and comfortable providing advice?
Are you disciplined and motivated?
Do you value your independence?
Do you love learning and developing new skills?
If this sounds like you, let’s talk!
What’s in it for you?
Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
“Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
A purpose-driven career helping people in your community become more financially secure.
The independence and flexibility to build your work around the important things in your life.
Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
Leading-edge technology so you can do business easily anytime, anywhere.
A culture that celebrates excellence and inclusivity.
What does a financial advisor do?
Here are some of the more common activities performed by successful financial advisors:
Prepare and execute strategies to attract and connect with new Clients.
Conduct meetings with prospective and existing Clients.
Review their current financial state and gather information about their future goals.
Build a financial roadmap to help them achieve these goals.
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
On-going training and professional development to remain current with industry changes.
Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
Stay connected within their community through ongoing networking activities, marketing, and referrals.
The person we are looking for:
Has a history of achievement (professional, academic, athletics, etc.).
Enjoys engaging, developing, and maintaining relationships with people.
Is disciplined and self-motivated.
Is goal-oriented with a strong work ethic.
Is a continuous learner with a deep interest in helping others.
Has excellent communication skills.
Has a College/University degree and some professional experience.
Assets (optional):
Demonstrated ability to motivate others to action.
Business development skills.
LLQP and/or Mutual Fund license or course/exam completion.
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.
To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.
The Sun Life advisor role is 100% commission-based. The possible salary disclosure provided by this job board does not apply.
Job Category:
Sales - Direct
Posting End Date:
31/10/2026
Related keywords
Financial AdvisorInsuranceInvestmentsFinancial PlanningSalesBusiness DevelopmentNetworkingClient RelationsCFPLLQPMutual FundsCommission-basedFinancial SecurityWealth ManagementProfessional Development
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.
Websites:
Canada www.sunlife.ca/en/
US www.sunlife.com/us/en/
Vietnam www.sunlife.com.vn
Hong Kong www.sunlife.com.hk
Indonesia www.sunlife.co.id
Malaysia www.sunlife.com.my
Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
How many Finance & Accounting jobs are open in Halifax, Canada right now?
There are currently 199 open finance & accounting positions in Halifax, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Halifax, Canada?
Companies currently hiring include RBC, MUFG Investor Services, KPMG Canada, Scotiabank, Government of Nova Scotia, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Halifax, Canada?
Yes — 74 of the 199 open finance & accounting positions offer remote or hybrid work (9 remote, 65 hybrid).
How do I apply for Finance & Accounting jobs in Halifax, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.