Associate Sales Advisor
Sun Life Financial 285 reviews - Surrey, BC

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Associate Investment/Financial Advisor:

Position Purpose:
Rajni Sharma Financial Services Ltd, a team of professional advisors & associates serving the insurance and wealth management markets in Vancouver, BC is seeking an Associate Advisor, with at least five years experience in a comparable role within the industry.

We are looking for a client-focused, hands-on individual with exceptional communication skills who is efficient, has a proven ability to multi-task in a fast paced environment, and is motivated to grow and build a book of business, in conjunction with the Senior Advisor.

Key Accountabilities:

  • Successful candidate will prospect for new clients
  • Provide advice and service to a block of existing clients
  • Excellent client service delivery
  • Trade execution
  • Portfolio reviews and client meeting preparation
  • Managing marketing activities and initiatives including seminars, newsletters, client events etc
  • Familiarity with Mutual Funds, Equities, Bonds, and various Life Insurance solutions
  • Some Administrative support

Job Requirements: (Knowledge/ Experience):

  • Knowledge of the firm's operations, policies and procedures regarding client accounts, including internal control policies is mandatory
  • A high degree of current market activity knowledge is also essential
  • Knowledge of wealth management systems – back office systems, portfolio analysis and allocation
  • An excellent command of the English and Punjabi languages, both written and oral is mandatory, along with excellent organizational skills, superior problem solving ability, and a keen eye for details
  • Exceptional time management skills and the ability to successfully multi-task is also necessary
  • A thorough proficiency in all Microsoft applications, especially Excel is a requirement

Preferred Skills:

  • We require an individual with a passion for serving clients in person and on the telephone. The ideal candidate will have highly-developed client service skills that will come across as professional, warm and friendly to our clients both in person and on the telephone.


  • Proven business development and sales experience
  • Post-secondary degree
  • Insurance and Mutual Fund Licenced or the ability to complete both credentials within a specified time frame
  • A professional designation (CLU, CFP, LLB, CIM, CA, CFA) would be an asset, but not required
  • Multi-lingual – English, Punjabi - both orally and writte

About this company
285 reviews
Sun Life is a leading international provider of protection and wealth accumulation products and services to individual and corporate...