At a Glance
- Tasks: Build financial advice skills through coaching and client interactions in a hybrid work model.
- Company: Join Sun Life, a leader in financial services with a supportive culture.
- Benefits: Gain practical experience, licensing support, and develop your career in finance.
- Other info: Temporary contract with excellent growth opportunities in a dynamic environment.
- Why this job: Launch your advisory career while making meaningful connections and learning from experts.
- Qualifications: LLQP license or completed course, strong communication skills, and a passion for relationship-building.
The predicted salary is between 2025 - 2475 $ per month.
Build financial advice experience with Sun Life through coaching, client conversations, and digital tools in a hybrid work model. Prepare for an advisory career.
The Advisor Trainee is a temporary contract lasting up to six months.
You will gain practical experience with Sun Life products, tools, processes, and Clients while developing confidence and business acumen.
The program supports preparation for advisor career launch.
Key Responsibilities
- Work from a local Sun Life District office
- Gain product, process, and practical client experience
- Obtain dual insurance and mutual fund licensing
- Handle inbound and outbound Client calls
- Complete business development activities and preparation tasks
Requirements
- LLQP license or completed course and exam requirements
- Strong knowledge of retail insurance and investment products
- Excellent verbal and written communication skills
- Self-motivated with a strong work ethic
- Enjoyment of relationship-building and development
Develop financial advice capabilities, licensing, and Client relationships through Sun Life's Advisor Development Program and hybrid work model.
Sun Life Advisor Development Trainee in Barrie employer: Sun Life Financial
At Sun Life, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. With a commitment to employee growth, our unique Sabbatical Program and Care Days ensure that you can balance your professional and personal life while making a meaningful impact in the lives of our Clients. Located in vibrant areas like Waterloo King and Toronto York, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to helping you reach your full potential.
