Senior Associate overseeing SOX, audit, and financial control programs for SLC Management, a global institutional asset manager. Advising senior leaders and coordinating risk, reporting, and control improvements.
About the role
- Sun Life trainee financial advisor building client relationships and proposing insurance, health, and wealth-management solutions. Learning through a four-month development program with local district leadership.
Responsibilities
- Work in a local district office
- Gain knowledge of Sun Life products, tools, and processes
- Develop practical skills by working directly with Sun Life clients
- Handle inbound and outbound calls
- Propose comprehensive life insurance, health insurance, and wealth management solutions
- Conduct business development activities and begin defining your market
- Complete key activities to graduate from the program and launch your career as a financial advisor
- Divide your time between the Prospr advisor team and the independent advisor role
- Collaborate with the local district leadership team
Requirements
- Demonstrated achievements in professional, academic, athletic, or other areas
- Strong knowledge of personal insurance and investment products
- Self-motivated with a strong work ethic
- Enjoys building, developing, and maintaining relationships with people
- Excellent verbal and written communication skills
- Able to motivate others to take action
- Holds the LLQP certification or has completed all program courses and passed the program examination (required)
- Bilingual in French and English, both spoken and written (required)
- Mutual funds sales license, or completion of the course or examination (an asset)
- Business development skills (an asset)
Benefits
- Competitive salary and incentives
- Support for licensing expenses
- Hands-on experience and personalized coaching
- Innovative digital tools
- Supportive environment with sales managers and the district leadership team
- Culture that celebrates excellence and inclusion
- Opportunity to transition into a financial advisor role or join an existing advisor team after successfully completing the program
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