Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Sun Life financial advisor helping individuals, families, and businesses achieve lifetime financial security. Building client relationships, creating financial roadmaps, and implementing insurance and investment solutions.
Responsibilities
- Prepare and execute strategies to attract and connect with new Clients
- Conduct meetings with prospective and existing Clients
- Review Clients’ current financial state and gather information about future goals
- Build financial roadmaps to help Clients achieve their goals
- Recommend and implement suitable insurance and investment products
- Continue meeting with Clients to keep plans up to date as life situations change
- Stay current with industry changes through ongoing training and professional development
- Obtain professional accreditations and designations throughout the career
- Stay connected within the community through networking, marketing, and referrals
Requirements
- History of achievement in professional, academic, athletic, or other areas
- Enjoys engaging, developing, and maintaining relationships with people
- Disciplined and self-motivated
- Goal-oriented with a strong work ethic
- Continuous learner with a deep interest in helping others
- Excellent communication skills
- College/University degree
- Some professional experience
- Must be legally entitled to work in Canada
- Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
- LLQP and/or Mutual Fund license or course/exam completion is optional
Benefits
- Unlimited earning potential with compensation tied to achievements and an ongoing stream of income
- “Earn while you learn” monthly bonuses
- Purpose-driven career helping people in the community
- Independence and flexibility to build work around important life priorities
- Hands-on dedicated local support
- Recognition program with prizes and travel incentives, including Conventions, Learning Retreats, and Awards of Excellence
- Stock ownership
- Leading-edge technology
- Ongoing training and professional development
- Culture celebrating excellence and inclusivity
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