Job Order Detail

Description

Craig Stein - Sun Life is looking to grow the team with someone investment-focused.  A Mutual Funds license and experience would be an asset, but this could be anything from entry level to an experienced advisor looking for a change of pace.  Also open to acquiring a book of business.  

Typically financial services jobs are one of two compensation structures: a rigid 8:00-5:00 with guarantees and an income ceiling, or straight commission with flexibility but no guarnatees.  This would combine the best of both worlds, with schedule flexibility, a base income, and bonus opportunities.

The candidate would be joining a team of a dual licensed (insurance & investments) advisor with 11 years of experience, and an insurance licensed admin/associate with 5+ years of experience.

Main duties would include managing existing wealth accounts and administrative KYC updates, and also prospecting new business and helping to grow the practice.

If the successful applicant is not mutual fund licensed, the role would be more shaped into an investments admin role, and additional tasks could include things like social media and marketing, mailers, etc.

Apply in person or online!