Wealth Advisor at Sun Life Financial, St. John’s, Newfoundland and Labrador

Company Overview: Sun Life Financial is a leading Canadian financial services company with a strong presence in St. John's, Newfoundland and Labrador. As a trusted name in the industry, Sun Life Financial offers a wide range of financial products and services, including insurance, wealth management, and retirement solutions. Key Responsibilities for Wealth Advisor: - Develop and maintain client relationships to understand their financial goals and provide tailored wealth management solutions. - Conduct thorough financial assessments to analyze clients' current financial situations and future needs. - Create personalized financial plans incorporating investment strategies, retirement planning, tax optimization, and risk management. - Provide ongoing financial advice and guidance to clients to help them achieve their financial objectives. - Stay updated on market trends, investment products, and regulatory changes to offer informed recommendations to clients. - Collaborate with internal teams to deliver comprehensive financial solutions that align with clients' goals and risk tolerance. Required Qualifications: - Minimum of 3 years of experience in financial planning, wealth management, or a related field. - Valid license to sell mutual funds or willingness to obtain one within a specified timeframe. - Strong knowledge of investment products, financial markets, and regulatory requirements. - Excellent communication skills to effectively interact with clients and articulate complex financial concepts. - Proven track record of meeting sales targets and providing exceptional client service. - Bachelor's degree in Finance, Business Administration, Economics, or a related field. Desired Skills: - Certified Financial Planner (CFP) designation or equivalent certification. - Experience using financial planning software to create detailed financial projections. - Ability to work in a fast-paced, dynamic environment while managing multiple client portfolios. - Strong analytical skills to assess financial data and make strategic recommendations. Compensation & Benefits: The annual salary range for the Wealth Advisor position at Sun Life Financial in St. John's, Newfoundland and Labrador, is between $60,000 to $80,000 CAD, commensurate with experience. In addition to competitive compensation, Sun Life Financial offers a comprehensive benefits package, including health and dental insurance, retirement savings plans, and professional development opportunities. How to Apply: To apply for the Wealth Advisor position at Sun Life Financial in St. John's, Newfoundland and Labrador, please visit our careers page on the company website and submit your resume along with a cover letter outlining your relevant experience and qualifications. We thank all applicants for their interest, however, only those selected for an interview will be contacted.