Financial Advisor/Assistant for top earning advisor
Advisor Assistant (Former Employee) – Waterloo, ON – November 30, 2015
Working along side one of the top earning advisors in Canada I learned how to run a book of business. I learned how to handle satisfied clients and how to deal with upset clients. I learned how to make daily calls and achieve daily and weekly goals. We set a very high standard for ourselves and were able to achieve them regularly.
Learned how to opperate the phone, learned how to sit in meetings with clients.
Great place to work with great development possibilities
On-Site Support Technician (Former Employee) – Waterloo, ON – November 16, 2015
Sun Life Financial was a fantastic place to work. During my time there I met a variety of interesting people belonging to multiple different cultures. It was very easy to apply my current knowledge while expanding my knowledge with anything I might need to know in the future.
Advisor (Current Employee) – Markham, ON – October 26, 2015
Work life balance is empeccable and positive support from managment. Ample training provided with great motivation and events provided throughout the year. Fantastic opporturnity to be in a self employed environment but also have support from a reputable large organization.
Great campaign prizes, Festive events, Great leader.