Senior operational efficiency advisor improving Desjardins business processes and strategic initiatives. Advising stakeholders and leading complex projects across the organization.
About the role
- Sun Life financial advisor trainee gaining client-facing experience, licensing, and business development skills. Preparing for a future advisory career helping clients achieve financial security.
Responsibilities
- Gain hands-on experience in financial advice through the Advisor Development Program
- 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
- History of achievements (professional, academic, athletics, etc.)
- Strong knowledge and passion for 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)
Benefits
- Competitive salary and incentives, including licensing fee support
- Hands-on experience that builds confidence and business expertise
- Personalized coaching
- Supportive environment with dedicated sales managers and local Sun Life district leadership focused on professional development and long-term success
- Access to innovative digital tools
- Potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
- Hybrid work flexibility, with the choice to work from the office and virtually based on business, client, and employee needs
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