Jordan Head - Advisor, Sun Life

Jordan Head - Advisor, Sun Life Financial advisor simplifying wealth, insurance, and investing for real life. I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

09/01/2026

🚨 HIRING - ASSOCIATE ADVISOR 🚨

Start Date: January 2027
Schedule: Monday–Friday, 9:30 a.m.– 5:00 p.m.
(Ongoing flexibility provided)
Location: Grand Falls-Windsor, NL

THE ROLE
The Associate Advisor will work to ensure financial recommendations are implemented accurately, efficiently and professionally.
Once a client has agreed to proceed with advisor recommendation, you will become responsible for coordinating the process through to completion. You will complete applications, know what is outstanding, follow up proactively and ensure nothing falls through the cracks.

There will be significant growth opportunities within the organization. Including immediate training on how to grow your own clientele.

COMPENSATION
The position will start at a $20/hour + commission Specific commission and licensing arrangements will be discussed with shortlisted candidates.

REQUIREMENTS
You will need to have or complete both a Life License Qualification Program and a Canadian Investment Fund Course prior to starting. Being currently licensed is preferred. Payment support can be provided for unlicensed applicants.

HOW TO APPLY
Please submit your résumé via email to [email protected]

Applications close: September 30th, 2026.

I thank all applicants for their interest. Only candidates selected for an interview will be contacted.

08/24/2026

As advisors and service professionals in general, we owe it to our clients to find the right balance between process and flexibility.

Our objective is ultimately to solve problems.

That requires us to:

• Gather the right information
• Assess & diagnose the real problem
• Recommend an appropriate solution

A strong process helps us do this consistently and ensures important details aren’t overlooked.

But a process should support good judgment not replace it.

I’ll often begin a meeting by telling a client:

“I have a process and an agenda to help guide our conversation, but before we begin, what is the most important thing you want to get out of today’s meeting?”

I’ve found this to be incredibly helpful.

It gives the meeting structure while ensuring the client’s priorities remain at the centre of the conversation.

Often times it reveals something that wasn’t obvious beforehand: an immediate concern, an unspoken fear, a decision they’re struggling with or simply what would make the meeting feel valuable to them.

Without asking, I could conduct an organized and technically thorough meeting, yet still fail to address the reason the client actually showed up.

If we become too attached to our systems, checklists and standard procedures, we risk herding every client through the same experience without understanding the depth or uniqueness of their situation. If we don’t have a system, we risk missing key data points that could help sharpen our recommended solutions.

08/18/2026

HIRING - ASSOCIATE ADVISOR ROLE
Head Financial Solutions Inc.

Start Date: January 2027
Schedule: Monday–Friday, 9:30 a.m.– 5:00 p.m.
Location: Grand Falls-Windsor, NL

Head Financial Solutions Inc. is looking for a motivated, organized and client-focused Associate Advisor to join our growing financial services practice.
This role combines client service, financial-product implementation and business development. The Associate Advisor will take ownership of the client relationship after advice has been provided - Ensuring applications are completed, documents are signed, transfers and service requests are followed through, and clients remain informed from beginning to end.
The successful candidate will also develop as an advisor and build their own client relationships over time.

THE ROLE
The Associate Advisor will work closely with Jordan Head to ensure financial recommendations are implemented accurately, efficiently and professionally.
Once a client has agreed to proceed with Jordan, you will become responsible for coordinating the process through to completion. You will know what is outstanding, follow up proactively and ensure nothing falls through the cracks.

KEY RESPONSIBILITIES
• Preparing and completing insurance and investment applications
• Coordinating new account openings, transfers and implementation requests
• Following up with clients for signatures, identification and outstanding documents
• Tracking applications and service requests through to completion
• Providing clients with timely and professional progress updates
• Handling routine service requests and lower-complexity client needs
• Conducting client meetings and providing advice within your licensing, training and authorization
• Documenting client interactions and maintaining accurate records
• Coordinating with internal processing teams, product providers and other partners
• Identifying stalled requests and proactively resolving outstanding issues
• Developing new client relationships and building your own business
• Contributing to the systems, processes and growth of the overall practice

WHAT SUCCESS LOOKS LIKE
Clients receive a seamless experience from recommendation to completion.
Applications and service requests are accurate, organized and actively monitored. Clients are never left wondering what is happening, and outstanding items do not need to be repeatedly brought to your attention.
As your knowledge and confidence grow, you begin managing more client relationships, providing advice within your authorization and generating your own business.
WHO WE’RE LOOKING FOR
You may be a strong fit if you:
• Want to build a long-term career as a financial advisor
• Take ownership and follow tasks through to completion
• Are highly organized and attentive to detail
• Communicate clearly, professionally and confidently
• Are comfortable following up with clients persistently and respectfully
• Can balance service responsibilities with business-development goals
• Are motivated by helping people and building long-term relationships
• Can manage multiple priorities without losing track of details
• Are willing to learn and accept coaching
• Handle confidential client information with discretion
• Are comfortable with accountability and performance expectations
Experience in financial services, banking, insurance, investments, sales or professional administration would be an asset. Existing insurance or mutual-fund licensing would also be a major asset; however, support may be available for the right candidate to obtain the required licensing.

WHY JOIN?
This is an opportunity to learn the financial-advisory business from inside an established and growing practice.
You will gain hands-on experience in client service, insurance, investments, financial planning and practice management while working directly with an experienced advisor.

The position offers:
• Practical training and mentorship
• Support in developing your advisory skills
• The opportunity to build your own client relationships and generate recurring revenue
• Increasing responsibility as your experience and licensing develop
• Long-term career and income-growth potential

COMPENSATION
The position will start at a $16.35/hour stable base salary equivalent to approximately $29,750 annually based on a 35-hour work week - plus commission on personally generated business.
On track earnings for year 1 estimate to be $50,000-$60,000 annually. Specific commission and licensing arrangements will be discussed with shortlisted candidates.

HOW TO APPLY
Please submit your résumé via email to [email protected] with a brief description of:

Why you'd like to be a financial advisor.

Applications close: September 30th, 2026.

I thank all applicants for their interest. Only candidates selected for an interview will be contacted.

08/07/2026

One of the best things that ever happened to me was my algorithms getting stuck on self-help and motivational videos back in university.

Some of it was complete garbage.

But every once in a while, I’d come across an idea that would stick with me for years.

One of them was the importance of having a framework for making decisions.

It’s incredibly easy to live life on autopilot.

You take the job.
You stay in the routine.
You keep doing something because you’ve already been doing it.

Eventually I realized that if I wanted to end up somewhere intentionally, I had to start making decisions that were actually aligned with where I wanted to go.

But there’s another side to this.

Once you understand how important decisions are, it’s easy to give every decision too much weight.

Stuck & Overthinking.

You wait for certainty.

You become afraid of making the wrong choice.

I’ve realized the same thing happens constantly with investing.

People spend enormous amounts of energy trying to make the perfect decision and often do nothing instead.

Should I invest now or wait?

Is the market too high?

Should I sell because things look bad?

Should I buy whatever has been performing best lately?

The problem is that you’re making each decision in isolation, usually while emotions are highest.

A framework changes that.

Instead of deciding what to do every time the market moves, you decide in advance how you’re going to behave.

Start with a goal, what am I investing for?

Clarify, how long until I need the money?

Evaluate, how much am I going to invest consistently?

Determine, under what circumstances would I actually change the plan?

Once those decisions are made, most of the day-to-day noise becomes irrelevant.

That’s the value of a framework.

It doesn’t guarantee you’ll make the perfect decision.

It stops you from having to make the same decision over and over again.

It gives you confidence to act.

And I think that’s true far beyond investing.

Make the important decisions deliberately.

Build systems around them.

Then give yourself permission to stop overthinking.

08/06/2026

I met with a hardworking Newfoundlander who spent years working a 4-weeks-on, 2-weeks-off rotation.

I could tell he clearly didn’t really want to meet with me when he first sat down.

The only reason we were sitting across from each other was because his life insurance policy was up for renewal, a policy his ex-wife had put in place years ago at that.

When I asked if he wanted to keep it, his answer came without hesitation:

“Yes, for my kids.”

Then I asked him a different question.

“What will your life look like in 20 years?”

Silence.

He was willing to protect his family if he died.
It’s what he had been doing most of his life.

But he couldn’t tell me what he wanted his own life to look like.

So many hardworking Newfoundlanders spend decades sacrificing for everyone else that they never stop to ask what they’re actually building for themselves.

We spent the next hour discussing goals, ambitions that were slowly forgotten.

By the end of the meeting, he realized that what he wanted was possible.

With consistent investing, disciplined saving, and enough time, we had a realistic plan to take a fading dream to reality.

Sometimes the biggest financial breakthrough isn’t finding a better investment.

It’s giving yourself permission to imagine a future worth planning for.

07/14/2026

The TFSA may be the greatest financial discipline test ever created.

It quietly asks one question over and over again:

Can you delay gratification?

The RRSP has built-in guardrails. Withdrawals create tax consequences, increase taxable income, and permanently eliminate contribution room. Those barriers make it easier to stay the course.

The TFSA offers no such barriers.

It simply trusts you.

Your investments are available every day. No tax bill. No withholding tax. No one telling you it’s a bad time to withdraw.

And that’s why I believe the TFSA is the truest test of financial discipline.

Not because it prevents you from spending.

Because it doesn’t.

Every vacation, renovation, vehicle upgrade, or impulse purchase can be justified. After all, it’s your money.

But every withdrawal is more than money leaving an account.

It’s years of tax-free compounding quietly disappearing.

The people who build lasting wealth aren’t always the ones with the highest incomes or the best investments.

They’re the ones who learn to protect their future from the temptations of the present.

The TFSA rewards a rare skill.

The ability to leave something untouched. Not because you have to, but because you’ve decided your future deserves it more than your present.

Real financial freedom isn’t built when you earn more, it’s built in the moments when no one is watching, your money is available, and you choose to say, No, not yet.

06/04/2026

The simplest thing most clients want to know is this:

“How much do I need to save each month to retire comfortably?”

Not what stock to buy.
Not where interest rates are going.
Not the latest market headline.

They want to know if they’re on track.

Can they retire when they want to?
Will they have enough income?
How much should they be putting away each month?

The reality is that retirement planning doesn’t need to be complicated.

My role isn’t to predict the future.

My role is to provide clarity.

To help you understand:

* Where you are today
* Where you want to go
* What will it take to get there

Sometimes the answer is reassuring.

Sometimes it means making adjustments.

Either way, having a clear plan is often what turns uncertainty into confidence.

Because when you know the number, and you know the path, retirement stops feeling like a question mark and starts feeling like a goal.

Clarity creates confidence. And confidence leads to action.

05/22/2026

Hope everyone has a great weekend.

Take the trip.
Go for supper.
Put the phone down for a few hours.

The work will still be there Monday.

Life moves fast — don’t get so focused on building a future that you forget to enjoy the present too.

05/21/2026

Most people hear “critical illness insurance”
and immediately think:

“I’ll probably never use it.”

And statistically…
hopefully you don’t.

But that’s exactly why return of premium changes the conversation for a lot of people.

Because now the discussion isn’t just:

“What if I get sick?”

It becomes:

“What happens if I stay healthy?”

A properly structured critical illness policy with return of premium can create two possible outcomes:

1. You experience a covered illness and receive a lump sum payment when life gets turned upside down.

or

2. You never use the coverage… and later get a large portion — sometimes all — of the premiums returned.

That second part is what most people don’t realize exists.

So instead of feeling like:
“Hopefully I don’t waste this money…”

the mindset shifts to:

“I’m either protecting my income and lifestyle during a major health event…
or potentially getting my money back later.”

And for a lot of high earners or business owners, that changes the psychology completely.

Because the real financial risk of a major illness usually isn’t just medical bills.

It’s:

* lost income
* time away from work
* business disruption
* draining investments at the wrong time
* pressure on the family financially

People insure their homes.
Their vehicles.
Their phones.

But statistically, a major health event is more likely than many of the things people insure without hesitation.

05/19/2026

One of the more interesting planning conversations is when someone has a large employee share plan sitting in a non-registered account… while they still have TFSA room available.

A lot of people instinctively avoid selling because:

“I don’t want to trigger tax.”

But sometimes the better question is:

“Am I creating even more tax by continuing to hold it there?”

Especially for higher income earners.

Here’s what people often forget:

A taxable account can create:
• Ongoing dividend taxation
• Future capital gains tax
• Annual tax drag on compounding
• Concentration risk tied to their employer

Meanwhile, the TFSA offers:
• Tax-free growth
• Tax-free withdrawals
• No future capital gains tax
• More flexibility later in life

Now to be clear:
this does NOT automatically mean selling is the right move.

There are important variables:
• Unrealized gain size
• Current vs future tax bracket
• Time until retirement
• Need for liquidity
• Type of investment
• Whether the shares are foreign or Canadian
• Portfolio concentration

Sometimes realizing gains now to move assets into a TFSA can create enormous long-term value.

Other times, keeping the shares where they are may make more sense.

But the mistake I see most often is people focusing entirely on:
“How do I avoid tax today?”

instead of:
“How do I minimize lifetime taxation and risk?”

Those are two very different conversations.

Address

Grand Falls, NL
A2A2JB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17094867349

Website

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