Banking Advisor helping Windsor clients with banking, credit, and investment needs at RBC, Canada’s largest bank. Delivering personalized advice, digital education, financial transactions, and referrals through branch and community engagement.
About the role
- Advisor Trainee position in Sun Life's Advisory Development Program. Gaining hands-on experience in financial advice while building client relationships and business skills.
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)
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
- 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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