Financial Advisor

Richmond Hill, ON, (View Map)
  • Company
    Sun Life Financial
  • Job Type


Job Description:We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial conditionsPrepare presentations that recommend various financial productsReview and communicate portfolio performances to clientsNetwork and build relationships with new and existing client base ​Qualifications:Previous experience in banking, financing, or other related fieldsFamiliarity with investment products and servicesEntrepreneurial spiritAbility to build rapport with clientsStrong analytical and critical thinking skillsExcellent written and verbal communication skills
Sun Life Financial
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