At a Glance
- Tasks: Build client relationships and learn financial advisory skills in a supportive environment.
- Company: Join Sun Life, a leader in financial services with a focus on personal growth.
- Benefits: Gain hands-on experience, coaching, and the potential for a rewarding career.
- Other info: Dynamic training program with opportunities for growth and mentorship.
- Why this job: Kickstart your career in finance while making a real difference in clients' lives.
- Qualifications: Passion for finance, strong communication skills, and LLQP license or coursework.
Build financial advice experience at Sun Life through client relationships, hands-on learning, and personalized coaching in a temporary trainee contract.
The Advisor Trainee program prepares you for an advisory career with Sun Life.
You will develop business acumen, confidence, and practical skills while learning products, tools, and processes.
The program supports exposure to both Prospr advisor teams and local district leadership.
Key Responsibilities
- Work from a local Sun Life District office
- Learn products, tools, processes, and practical advisory skills
- Handle inbound and outbound Client calls
- Provide holistic life, health, and wealth solutions
- Complete business development activities and identify market opportunities
Requirements
- LLQP license or completed course and exam requirements
- Strong knowledge and passion for retail insurance products
- Strong knowledge and passion for investment products
- Excellent verbal and written communication skills
- Self-motivation, discipline, and a strong work ethic
Develop client relationship, communication, licensing, and business development skills while preparing for your future Sun Life advisor career.
Financial Advisor Trainee in Richmond 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.
