Build financial advice experience with Sun Life as an Advisor Trainee, developing client relationships and practical skills through a hybrid work model. Gain coaching, digital tools, and direct client exposure while preparing for advisory work.
This temporary contract lasts up to six months and supports a future advisory career. You will learn Sun Life products, tools, and processes while building business acumen. The program includes work with the Prospr advisor team and local Sun Life District leadership.
Key Responsibilities:
- Work from a local Sun Life District office
- Gain product, process, and practical client knowledge
- Obtain dual insurance and mutual fund licensing
- Handle inbound and outbound client calls
- Complete business development and graduation activities
Requirements:
- LLQP license or completed course and exam requirements
- Strong retail insurance and investment product knowledge
- Excellent verbal and written communication skills
- Self-motivated, disciplined, and independent work approach
- History of professional, academic, or athletic achievements
Develop client relationships, licensing, and business development skills while preparing for an Advisor career with Sun Life.
Sun Life Advisor Trainee in Kingston 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.
