Why become an advisor?

Advisors love to work with people and develop long-term relationships with Clients as they help them plan financially for the various stages of life. Today’s economic uncertainty means Clients want trusted insurance and investment advice and prefer to deal with one advisor for all their financial needs. We believe trusted advice is the foundation of financial and wellness planning. Throughout your advisor career at Sun Life, you’ll work with people to help them achieve lifetime financial security and live healthier lives through tailored advice and solutions. Sun Life understands that financial management can be complex, personal, and time-consuming. When we help Clients, we enable them to gain the freedom to live their lives their way.

An 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 advisors:

• Meeting with prospects and Clients
• Gathering information about their future financial goals as well as reviewing their current financial state
• Helping build a financial roadmap to help Clients achieve these goals
• Recommending suitable insurance and/or investment products that align with this financial strategy
• Meeting with Clients regularly to ensure their plan continues to stay up to date as the Client’s life situation changes (family, career, housing, etc.)
• Completing on-going training and professional development to remain current with industry and regulatory environment changes
• Obtaining professional accreditations and designations (such as Certified Financial Planner – CFP)
• Staying connected within their community through on-going referral, marketing, and networking activities.

For those considering a career change to financial services, the following may describe you:

• You have a track record of success but may currently be experiencing dissatisfaction in your career
• You want a career that provides you with unlimited earning potential
• You want to be recognized for your efforts
• You want a career that provides you with the flexibility to adjust your schedule around your personal and family obligations
• You are disciplined and have a solid work ethic
• You have an entrepreneurial spirit and understand what it means to invest in your business
• You are eager to learn new things and are looking for a career that allows you to develop professionally and personally
• You want a meaningful career that leaves a positive impact to society
• You enjoy working with people and offering advice.

For those with experience in financial services and considering a change, the following may describe you:

• You have reached an income ceiling in your current position
• You are feeling pressure to scale up your practice
• You have limited dedicated support to help you grow your practice or take it to the next level
• You have an entrepreneurial spirit and are seeking autonomy in your practice
• You are looking to incorporate or to expand your practice beyond your province of residence
• You want to establish a recurring income stream in your practice
• You are interested in succession opportunities and are looking to either grow your practice with other advisors or to transition your practice to the next generation.