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 northern communities achieve lifetime financial security. Building client relationships, financial roadmaps, and 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
- Meet with Clients on an ongoing basis to keep plans up to date as life situations change
- Complete ongoing training and professional development
- Obtain professional accreditations and designations, such as Certified Financial Planner (CFP)
- Network within the community through marketing and referrals
- Build and grow an independent financial advisory business helping individuals, families, and business owners achieve lifetime financial security and live healthier lives
Requirements
- College/University degree and some professional experience
- History of achievement (professional, academic, athletics, etc.)
- Ability to engage, develop, and maintain 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
- Must be legally entitled to work in Canada
- Sun Life will not sponsor authorization to work in Canada, including a work permit or permanent residency
- LLQP and/or Mutual Fund license or course/exam completion is an optional asset
Benefits
- Unlimited earning potential with compensation tied to achievements and an ongoing stream of income
- “Earn while you learn” monthly bonuses
- Independence and flexibility to build your work around important life commitments
- 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
- Opportunities to obtain professional accreditations and designations
- Culture that celebrates excellence and inclusivity
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Rating Analyst analyzing infrastructure and project finance credit risks for S&P Global Ratings. Building models, dashboards, and research supporting independent credit opinions.
VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Finance Manager modernizing Controlling and Inventory processes for Johnson & Johnson’s global healthcare transformation. Supporting S4/Hana ERP design, testing, deployment, and process harmonization.
Senior FP&A Analyst leading forecasting, reporting, and investment analysis for JD Power’s automotive data and analytics business. Advising Dealer and FSAAS technology and product leaders.
Investment banking analyst supporting valuation, financings, M&A, and advisory mandates. Desjardins Capital Markets provides tailored capital markets solutions across Canada.
Financial Planner developing personalized savings and investment strategies for Desjardins members and customers. Building wealth - management relationships and growing high - potential portfolios in Trois - Rivières.
Personal Finance Advisor helping Desjardins members in Québec meet financial goals through investments, loans, and insurance. Managing trusted client relationships and integrated financial strategies.
Data editor producing consumer - focused personal finance journalism for The Globe and Mail. Analyzing datasets and building visual, data - driven stories and reporting tools.