Committed to helping clients achieve lifetime financial security and lead healthier lives.
Calgary, AB
I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial: bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
Hybride · Calgary
The Associate Financial Advisor supports clients in creating and implementing comprehensive financial plans and wealth management strategies. Key tasks include prospecting for new clients, conducting needs assessments, and maintaining long-term client relationships.