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As a Financial Advisor, you'll help clients achieve financial security through effective financial planning and investment strategies. You'll build client relationships, assess their financial goals, and provide tailored advice. The role involves ongoing training and networking to expand your expertise and client base, with opportunities for professional growth and financial success.

The Financial Center Assistant is essential for the operations of a financial center, handling customer service, preparing payment reports, and performing administrative tasks. The role requires strong organizational skills, a creative mindset, and excellent computer knowledge. Responsibilities include managing client databases, supporting recruitment functions, and ensuring a positive working environment.

As a Financial Advisor at Sun Life, you will build long-term relationships with clients, help them plan financially for different life stages, and provide tailored advice on insurance and investment products to meet their goals. The role involves client meetings, ongoing support, and professional development.