Associate Advisor

Full-Time | Based in Langley, BC | Serving Clients Across British Columbia | Entry Level

About the Opportunity

Chris Heaney Financial Services Inc. is a growing Sun Life financial services practice based in Langley, BC, serving clients across British Columbia. We take a holistic approach to client service — working with individuals and families on life insurance, health insurance, mutual funds, RRSPs, TFSAs, and other financial products to help them build security and confidence at every stage of life.

About the Role

As an Associate Advisor, you will work directly below Chris Heaney (Advisor) in our practice structure. Our approach to client service is holistic — we look at the full picture of each client's needs, including life and health insurance, savings and investment products such as mutual funds, RRSPs, and TFSAs, and protection strategies for individuals and families. You will be fully licensed to sell life insurance pro...