Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Advisor Trainee developing insurance and investment expertise at Sun Life. Building client relationships and preparing for a future financial advisor career in British Columbia.
Responsibilities
- Build long-term relationships with people and help them plan financially for various life stages
- Work out of a local Sun Life District office
- Gain knowledge of Sun Life products, tools, processes, and practical skills while working directly with Sun Life Clients
- Obtain dual licensing in insurance and mutual funds
- Handle inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Clients
- Complete business development activities and identify personal market opportunities
- Execute key activities in preparation for program graduation and launch of an advisor career
- Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to the standalone advisor role with the local Sun Life District leadership team
Requirements
- Temporary contract of up to six months
- History of achievements (professional, academic, athletics, etc.)
- Strong knowledge and passion of retail insurance and investment products
- Self-motivated with a strong work ethic
- Enjoys engaging, developing and maintaining relationships with people
- Excellent verbal and written communication skills
- Ability to motivate others to action
- LLQP license or completion of all LLQP course/exam requirements (required)
- Mutual Fund License or course/exam completion (nice to have)
- Business development skills (nice to have)
- Demonstrated ability to motivate others to action (nice to have)
Benefits
- Competitive salary and incentives including licensing fee support
- Hands-on experience that builds confidence and business expertise
- Personalized coaching
- Access to cutting-edge and innovative digital tools
- Supportive environment with dedicated sales managers and local Sun Life district leadership team focused on professional development and long-term success
- Culture that celebrates excellence and inclusivity
- Potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
- Hybrid flexibility to work from both the office and virtually based on business, Client, and employee needs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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