Advisor Trainee - Advisor Development Program

Role Overview

The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice. You'll gain hands-on experience, receive personalized coaching and access cutting-edge digital tools.

What You Will Do

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, and gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions.

Why It Might Be a Fit

You'll have the opportunity to build your confidence and business acumen, establishing a solid foundation for your future success as an advisor, and potentially transition into an Advisor role or join an existing advisory team upon successful completion of the program.

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)

Benefits

• Competitive salary
• Licensing fee support
• Innovative digital tools
• Supportive environment with dedicated sales managers and local Sun Life district leadership team
• Culture that celebrates excellence and inclusivity
• Purpose-driven career helping people in your community become more financially secure
• Potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program