Jobs
>
Kelowna

    sun life financial advisor - Kelowna, Canada - Sun Life

    Sun Life
    Default job background
    Full time
    Description

    Job Description

    :

    Req#JR FC071Greater Okanagan

    What's holding you back from building your own business?

    Take control of your life and determine your own success. Enjoy financial independence and work life balance.

    As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.

    Let's talk. This could be the start of something great

    What's in it for you?

  • Be in charge of your own business and income opportunities
  • Dedicated leadership support and head office specialists
  • Great peer-to-peer networking, educational and training opportunities
  • Industry leading technology and business services
  • National advertising and personalized marketing collateral
  • An innovative 'level commission' structure that can provide you with an ongoing stream of income, right from day one
  • Access to group savings, stock ownership program and benefits plans
  • What you'll do:

  • Grow your business by prospecting within your network and in your community
  • Meet with prospects and Clients to review their goals
  • Provide trusted advice about the right life and health insurance products to protect against risk
  • Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals
  • Build and grow your business through referrals
  • What we're looking for:

  • Self-motivated, highly driven and entrepreneurial
  • Goal-oriented with a strong work ethic
  • Continuous learner with a deep interest in client needs
  • Ability to develop and maintain relationships
  • Excellent communication skills
  • Persuasive, able to motivate others to action
  • Business development and prospecting skills
  • Strong sales orientation and a passion for putting clients first
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking Clients across Canada or worldwide.
  • We want to hear from you

    Learn more and APPLY at


  • CIBC

    Financial Advisor

    2 weeks ago


    CIBC Kelowna, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Financial Advisor

    3 weeks ago


    CIBC Kelowna, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • Scotiabank

    Financial Advisor

    2 weeks ago


    Scotiabank Kelowna, Canada

    Requisition ID: 170198 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Scotiabank

    Financial Advisor

    1 week ago


    Scotiabank Kelowna, Canada

    Requisition ID: 194401 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...


  • Aura Wealth Management | Raymond James Kelowna, Canada

    **Salary**: $52,421.00-$59,759.00 per year · **Benefits**: · - Company events · - Dental care · - Disability insurance · - Employee assistance program · - Extended health care · - Flexible schedule · - On-site parking · - Paid time off · - RRSP match · - Vision care · - Wellness ...

  • Scotiabank

    Financial Advisor

    3 weeks ago


    Scotiabank Vernon, Canada

    Requisition ID: 171703 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • Canadian Imperial Bank of Commerce

    Financial Advisor

    3 weeks ago


    Canadian Imperial Bank of Commerce Kelowna, BC, Canada Full time

    Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you'll build and grow a dedicated client portfolio through relati ...


  • Assante Wealth Management Vernon, Canada

    About our firm: · **Responsibilities**: · Interact extensively with clients either on the phone or in person. · Process financial transactions related to dealer activity · Provide solutions-based responses to clients, advisors or departmental inquiries · Work on project specific ...


  • Sun Life Financial Kelowna, BC, Canada

    SUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Kelowna, British Columbia time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encoura ...


  • Sun Life Financial Kelowna, BC, Canada

    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 inspir ...

  • Envision Financial

    Financial Advisor

    2 weeks ago


    Envision Financial Penticton, Canada

    We are currently seeking a Financial Advisor to join our team. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life ...

  • Envision Financial

    Financial Advisor

    2 weeks ago


    Envision Financial Penticton, Canada

    We are currently seeking a Financial Advisor to join our team at our Cherrylane branch in Penticton, BC. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. Th ...

  • First West Credit Union

    Financial Advisor

    2 weeks ago


    First West Credit Union Penticton, Canada Full time

    We are currently seeking a Financial Advisor to join our team at our Cherrylane branch in Penticton, BC. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. Th ...

  • First West Credit Union

    Financial Advisor

    2 weeks ago


    First West Credit Union Penticton, Canada Full time

    We are currently seeking a Financial Advisor to join our team. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life ...

  • Nicola Wealth

    Wealth Advisor

    2 weeks ago


    Nicola Wealth Kelowna, Canada

    At Nicola Wealth, our clients deserve the best. The same goes for our people. · By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepr ...


  • iA Private Wealth, Kelowna Kelowna, Canada

    Position: Administrative Assistant, iA Private Wealth, Kelowna Branch · Status: Full-time · Reports to: Investment Advisor · **Profile Summary** · The Administrative Assistant is responsible for providing administrative support to the Advisor for the purpose of maintaining client ...


  • Westland Insurance Ltd. Kelowna, Canada

    We're searching for an Insurance Advisor Trainee. Are you searching for new possibilities? · Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor Trainee in Kelowna, BC at our Dilworth office. Do you love to provide exceptional client service? If so, ...

  • Westland Insurance Ltd.

    Insurance Advisor

    2 weeks ago


    Westland Insurance Ltd. Kelowna, Canada

    We're searching for an Insurance Advisor. Are you searching for new possibilities? · Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Kelowna BC, Dilworth office. Do you love to talk about insurance and provide exceptional client s ...

  • Westland Insurance

    Insurance Advisor

    2 weeks ago


    Westland Insurance Kelowna, Canada

    Kelowna (Gordon Dr), BC, Gordon Drive, Kelowna, British Columbia, Canada Req #753 · Wednesday, February 22, 2023 · We're searching for an Insurance Advisor. Are you searching for new possibilities? · Westland Insurance Group Ltd is growing and has a new opportunity for an Insuran ...

  • Bannister Automotive Group

    Sales/leasing Advisor

    2 weeks ago


    Bannister Automotive Group Kelowna, Canada

    **SALES/LEASING ADVISOR** · **Bannister Cadillac **(Division of Bannister Automotive Group) in **Kelowna, BC** **is looking for an energetic, performance-driven** Sales Advisor **to join our top talent team. If you are a self-starter with a willingness to learn and succeed in an ...