Financial Wealth Manager  

A Financial Wealth Manager job is to help make well-informed choices for building and protecting our clients’ savings at the same time building a passionate and dependable sales team and future leaders. Sun Life Financial advisors are well-trained, delivers personalized, holistic advice, and highly motivated to build long-term relationships grounded in a clients’ financial success.

• Help develop a comprehensive plan to take our client through all of life’s stages.
• Assess our clients' current financial situation, set achievable financial goal/s, develop a realistic plan/s and put their plan/s into action.
• Monitor our client’s progress and help them make adjustments as their life changes.
• Comply with industry rules and regulations
• Build a team of passionate and dependable financial advisors.
• Nurture and develop future leaders.

In return, you will enjoy a fun environment – to learn, grow and succeed. Make a difference in your life and the life of others!

• Strong analytical and planning skills
• Good communication and presentation skills
• Excellent problem-solving skills
• People and Service Oriented;
• Achiever and the Entrepreneurial Mindset
• Strong Leadership Background and Passionate to Inspire
• Coachable Heart and Hungry for Knowledge
• Acting with Honor and Truthfulness
• Optimistic and Good Listener