Jobs at Sun Life Financial, Inc.

As a Financial Advisor, you will build relationships, provide financial advice, develop strategic plans for clients, and help them achieve financial security while enjoying independence and earning potential.

Manage and grow a portfolio of 3–49 life group benefits business by building and maintaining advisor relationships, meeting financial targets, training and new business development, and delivering value-added products and services. Requires travel within a local driving radius and obtaining GBA designation within two years.

Remote sales role contacting existing Sun Life Group Retirement Savings plan members to provide advice, recommend savings/investment solutions, build relationships, and drive retention and sales through phone and video consultations.

The Business Development Consultant recruits and develops advisors in financial services, focusing on coaching, sales growth, compliance, and performance management.

Lead development and maintenance of underwriting rules to increase straight-through underwriting. Analyze underwriting data, support analytical model development and monitoring, conduct protective value studies, drive cross-functional innovation projects, and train/support underwriting operations on tools and processes.

Provide holistic life and health financial advice by phone and digital channels, assess client needs, recommend insurance solutions, maintain licensing, collaborate with branch and support teams, use planning tools to help clients prepare for retirement, and identify improvements to enhance client experience.