- Financial advisor
- Financial planner
- Insurance advisor or insurance agent
There are a variety of advisor roles within the financial services industry often based on the licensing and/or registrations that an individual has obtained.
Here are just a few of the role names you may have come across:
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:
“The people at Sun Life are like no other - within a month, I felt more at home than at my former institution. Our financial centre is like a family.”
Joined Sun Life as an experienced advisor
“This career offers flexibility and autonomy. Many people don’t want a 9 to 5 job, they like the idea of running a business that leverages the digital resources available to be able to schedule time for Clients and family.”
“At Sun Life you’re in business for yourself, but not by yourself”
Advisors can earn bonuses, prizes, and travel incentives during regular campaigns, and qualify for recognition such as Conventions and conferences, Advisor of the Year, Award of Excellence, and Advisor stock ownership.
“I have seen a lot of pain over the years as a nurse. A young man was dying of cancer and was the sole provider for his family. He had not done any financial planning for his family … Seeing that anguish up close played a role in leading me to Sun Life. I originally became an advisor so that I could try to protect families from similar outcomes.”
Former career as a registered nurse
“I joined Sun Life after connecting with the manager. He asked what I want out of this business - I explained it to him - he said I will help you find people to talk to, to get every one of those steppingstones accomplished. He said, we can do that, because we have people doing that, I will do what I need to get you there.”
Former small business owner, landscaping business
“I am 9 -10 years from retirement. I am looking for the right person to join Sun Life. I don’t want to hand my business over to just anyone.”
Financial security advisor (Quebec)
Our success depends on the well-being of the communities we serve, and we believe we play a role in their development and sustainability.
The Sun Life community plays an integral role in bringing our purpose to life. You Give We Give is our employee and advisor giving program where employees and advisors can give back to causes that are important to them. Through You Give We Give, we’re building healthier, sustainable communities.