Financial Advisor (Current Employee), Calgary, AB – October 8, 2013
A typical day at work would involve cold calling, warm calling and referral calling. This allows to keep a flow of meetings going on a weekly basis, resulting in a flow of sales. I learned how to act in a professional, unbiased and ethical manner. My management has been extremely supportive and supported all my decisions. I have never worked with such – more... an easy going group of people in my life. Never has there been one issue. The hardest part of the job is the off chance of not receiving an income (as it is commission based only). The most enjoyable part of this job has been the education I've learned, the people I have met and at the atmosphere. – less
System Analyst UNIX (Former Employee), Waterloo, Ontario – February 4, 2014
Pros: good company, excellent team to work with
Cons: long commuting and too many afterhours and week end activities
Typical day at work: Taking care of day to day client requests, preparation and arranging for on hand projects which included patching OS, P2V and looking after hard ware and software maintenance cases.
What I learned: I gained a great amount of knowledge about Different Solaris hardware and software products. All models of Oracle and AIX devices.
Management; Needed – more... more time to get used to the new management style
My co-workers: Got along really well with all members of my team, had no issues working with any of them.
Hardest part of the job: Commuting to Waterloo every day from Mississauga
Most enjoyable part: Dealing with my co-workers and handling new challenges every day – less
Good Company. Great Risk & Reward. So Do Your Homework!
Financial Advisor (Former Employee), Canada – January 31, 2014
Pros: flexibility, great office environment
Cons: straight commission, build your own block (no leads)
Initially you'll be asked for a list of 100 names you can prospect and sell to. Make sure you have a game plan after your warm market runs dry besides cold calling or going door to door. For most people that's when you'll promptly exit the business.
For those seeking Sun Life Financial as their first financial planning gig here's my advice:
Don't – more... do it. Start with 4-5 years in a bank where you will get leads and appointments booked for you while earning a CFP designation. If you want to go independent or 'captive' at an insurance company for $$$ and autonomy only make the switch when you have a reliable network of 500 people you know will do business with you. Don't take the career if you just want to help people, become an exceptional Financial Planner and own your own business. Take the job only if you can sacrifice your evenings and weekends for the next 5 years and you enjoy sales and prospecting 24/7 'cause that's all you'll be doing!
Bottom line: Being an advisor at Sun Life Financial is a great opportunity for the right person. It's a disaster for anyone else. – less
Challenging but Exciteful Projects with Knowledgeable Managers
Financial Analyst Intern (Former Employee), Toronto, ON – December 3, 2013
Pros: responsible and well-behaved colleagues, highly developed culture, knowledgable managers
Cons: long hours
In Sun Life Financial every day there are exposures to new and challenging problems which demands brand-new ideas and state of the art models to implement them. This provides opportunity to develop new approaches to resolve the problem, while having access to knowledgeable managers which leads to maturing those ideas.
With the comprehensive knowledge – more... in mathematical finance and financial markets we gained in the Financial Mathematics program in McMaster University, having exposure to the real life applications and the associated challenges due to lack of enough useful data, non normalized data, etc. learning how to overcome these challenges was exciting and instructive.
Responsible and well-behaved colleagues provide a progressive atmosphere which leads to meeting goals based on the pre-determined schedule.
Probably for me as an intern, who needed to accomplish both jobs assigned by Sun Life Financial and Mitacs Accelerated Program, satisfying both duties simultaneously based on the tight time schedule was the hardest part of the job. – less