Advisor Trainee – Advisor Development Program

Posted 2 weeks ago

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About the role

  • Advisor Trainee participating in the Advisor Development Program at Sun Life. Gaining hands-on experience and knowledge to launch a successful career in financial advising.

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

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

Job title

Job type

Full Time

Experience level

Entry level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

OnsiteWindsorCanada

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