Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Advisor Trainee in Sun Life's Advisor Development Program gaining hands-on experience with financial advice. Building client relationships and preparing for an advisory career.
Responsibilities
- Work out of a local Sun Life District office
- Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
- Obtain dual licensing in insurance and mutual fund
- Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
- Complete business development activities and start to identify your personal market opportunities
- Execute key activities in preparation for graduation from the program and launch of your advisor career
- Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)
Requirements
- Has a history of achievements (professional, academic, athletics, etc.)
- Has strong knowledge and passion of retail insurance and investment products
- Is self-motivated with a strong work ethic
- Enjoys engaging, developing and maintaining relationships with people
- Has excellent communication skills, both verbal and written
- Has the ability to motivate others to action
- Has LLQP license or has completed all course/exam requirements (required)
- Nice to have: Mutual Fund License or course/exam completion
- Demonstrated ability to motivate others to action
- Business development skills
Benefits
- Earn while you learn with a competitive salary and incentives including licensing fee support.
- Hands-on experience that builds confidence and business expertise
- A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
- Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients.
- A culture that celebrates excellence and inclusivity.
- A purpose-driven career helping people in your community become more financially secure.
- The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
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