Not All Plans Fit You. Know Your Plan.
Vancouver, British Columbia
Each person, family and business is different from the next. Why use someone else's plan for yourself? Know your worth, know your plan. We create customized financial solutions to your unique situation. We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Remote · Canada
Respond to client inquiries, assess client needs, build and maintain relationships, and follow up on prospective business. Generate and nurture leads, present investment, insurance, and benefits solutions, collaborate with senior advisors, and meet or exceed production targets.
