CHRIS HEANEY FINANCIAL SERVICES INC.

A Sun Life Financial Advisory Practice | Langley, BC, Canada

Associate Advisor

Full-Time | Based in Langley, BC | Serving Clients Across British Columbia | Entry Level About the Opportunity Chris Heaney Financial Services Inc. is a growing Sun Life financial services practice based in Langley, BC, serving clients across British Columbia. We take a holistic approach to client service — working with individuals and families on life insurance, health insurance, mutual funds, RRSPs, TFSAs, and other financial products to help them build security and confidence at every stage of life. We are hiring an Associate Advisor to work within our practice under the guidance of Chris Heaney, a fully licensed Sun Life Advisor with over 30 years of experience in the financial services industry since 1991. This is an important distinction: the Associate Advisor role is a licensed, client-facing position that supports and works alongside the lead Advisor. It is an excellent entry point for someone looking to build a long-term career in financial services within an established, successful practice. People from various professional and educational backgrounds have found success in this career — because being a great advisor is not just about what is on your resume. It is about who you are as a person. If you love talking to people, are disciplined and motivated, value independence, and enjoy learning and developing new skills — let's talk!

About the Role

As an Associate Advisor, you will work directly below Chris Heaney (Advisor) in our practice structure. Our approach to client service is holistic — we look at the full picture of each client's needs, including life and health insurance, savings and investment products such as mutual funds, RRSPs, and TFSAs, and protection strategies for individuals and families. You will be fully licensed to sell life insurance products as a condition of contracting with Sun Life, and you will be expected to obtain your Mutual Fund license within a reasonable period after joining.

What You'll Do

• Work alongside the lead Advisor to deliver holistic financial services to clients across BC
• Prepare and execute strategies to attract and connect with new clients
• Conduct meetings with prospective and existing clients to understand their needs and goals
• Review clients' current situation and help develop tailored recommendations across insurance and investment products
• Recommend and implement suitable life insurance, health insurance, mutual funds, RRSPs, TFSAs, and other products aligned with each client's needs
• Continue to meet with clients regularly to keep their coverage and savings strategies current as life circumstances change
• Support the lead Advisor with client file preparation, product recommendations, and proposals
• Manage client files, data, and documentation accurately and efficiently
• Stay connected through ongoing networking, marketing, and referral activities
• Pursue ongoing training and work toward professional designations throughout your career (e.g., CFP, CLU) Licensing Requirements
• Life insurance license (LLQP) — required upon contracting with Sun Life (must be obtained prior to or at time of hire)
• Mutual Fund license (MFDA/CSC) — not required immediately, but will be expected as the role develops over time What's in It for You
• Direct mentorship from Chris Heaney, a Sun Life Advisor with over 30 years of industry experience
• Unlimited earning potential — compensation tied to your achievements with an ongoing income stream
• "Earn while you learn" monthly bonuses to provide financial stability as you build your skills
• A purpose-driven career helping people across British Columbia build financial security
• The independence and flexibility to build your work around what matters most to you
• Hands-on, dedicated support to help you launch, develop, and grow your business
• A recognition program celebrating achievements through prizes, travel incentives, Conventions, Learning Retreats, Awards of Excellence, and stock ownership
• Leading-edge Sun Life technology so you can do business easily, anytime and anywhere

Who We're Looking For

We are seeking someone who:

• Has a history of achievement — professional, academic, athletic, or otherwise
• Enjoys engaging, developing, and maintaining relationships with people
• Is disciplined, self-motivated, and goal-oriented with a strong work ethic
• Is a continuous learner with a genuine interest in helping others
• Has excellent interpersonal and communication skills
• Holds a college or university degree and has some professional experience
• Has 0–2 years of experience in financial services, insurance, or a client-facing role Assets (Optional)
• Demonstrated ability to motivate others to take action
• Business development skills
• Mutual Fund license already obtained

Please Note: To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor applications for authorization to work in Canada, including work permits or permanent residency.

How to Apply

If you are ready to build a meaningful career in financial services and make a real difference in people's lives across British Columbia, we would love to hear from you. Please submit your resume and a brief cover letter outlining your interest in this role to: Chris Heaney Financial Services Inc.

Langley, BC, Canada

Affiliated with Sun Life Canada We thank all applicants for their interest. Only candidates selected for an interview will be contacted.