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As a financial advisor, you will develop client relationships, provide financial planning advice, and recommend suitable insurance and investment products.

Financial advisors build relationships to offer financial planning advice, develop strategies, and implement investment products for clients, aiming for long-term stability and success.

As a Financial Advisor, you'll build relationships and help clients with financial planning, product recommendations, and ongoing financial assessments, driving client success and your own income potential.

Assess life and critical illness insurance applications by analyzing medical, personal and financial information; classify risk, make decisions within authority, refer complex cases, negotiate with reinsurers, communicate outcomes to advisors/clients, document rationale, and drive underwriting quality and process improvements.

Provide phone/video consultations to existing Sun Life retirement and savings clients, advise on investments, protection and retirement income, create risk profiles, maintain product knowledge, and meet sales targets while building long-term client relationships without cold calling.

Ensure compliance with the US Qualified Intermediary agreement and Canadian FATCA/CRS reporting for GRS. Prepare 1042/945 returns and 1042S/1099 slips; review W‑8/W‑9 forms and withholding; manage periodic QI review and reconciliations; update QI/FATCA/CRS manuals and regulatory changes; provide guidance to operational teams.