At a Glance
- Tasks: Build financial advice experience and develop client relationships in a hybrid work model.
- Company: Join Sun Life, a leader in financial services with a supportive culture.
- Benefits: Personalized coaching, potential career transition, and valuable skills development.
- Other info: Dynamic training program with opportunities for growth and advancement.
- Why this job: Kickstart your advisory career while making a real impact on clients' financial well-being.
- Qualifications: LLQP license or completed course, strong communication skills, and self-motivation.
The predicted salary is between 2025 - 2475 $ per month.
Build financial advice experience with Sun Life as an Advisor Trainee, using communication skills and digital tools in a hybrid work model.
This temporary contract lasts up to six months and prepares you for an advisory career.
You will receive personalized coaching while developing business acumen, client relationships, and practical skills.
The program supports a potential transition into an Advisor role or existing advisory team after successful completion.
Key Responsibilities
- Work from a local Sun Life District office
- Learn Sun Life products, tools, processes, and practical skills
- Handle inbound and outbound Client calls
- Provide holistic life, health, and wealth solutions
- Complete business development activities and prepare for graduation
Requirements
- LLQP license or completed course and exam requirements
- Strong verbal and written communication skills
- Self-motivation and a strong work ethic
- Ability to build and maintain relationships
- Passion for retail insurance and investment products
Develop client relationship, licensing, and business development skills through Sun Life's structured Advisor Development Program.
Financial Advisor Trainee in Victoria 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.
