At a Glance
- Tasks: Build client relationships and gain practical financial advisory experience with Sun Life.
- Company: Join Sun Life, a leader in financial services with a supportive culture.
- Benefits: Temporary contract with hands-on training, flexible work model, and career growth.
- Other info: Dynamic environment with opportunities to develop essential business skills.
- Why this job: Launch your advisory career while making a real difference in clients' financial lives.
- 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 through client relationships, coaching, and digital tools in a hybrid work model.
Explore an advisory career while supporting Clients' financial needs.
This temporary contract lasts up to six months and prepares candidates for an advisor career.
You will gain practical experience with Sun Life products, insurance and mutual fund licensing, and holistic life, health, and wealth solutions.
The program develops confidence and business acumen through direct Client work.
Key Responsibilities
- Work from a local Sun Life District office
- Learn products, tools, processes, and practical advisory skills
- Handle inbound and outbound Client calls
- Complete business development activities and identify market opportunities
- Prepare for program graduation and advisor career launch
Requirements
- LLQP license or completed course and exam requirements
- Strong knowledge of retail insurance and investment products
- Excellent verbal and written communication skills
- Self-motivation, discipline, and a strong work ethic
- Enjoyment of developing and maintaining relationships
Develop client relationship, licensing, and business development skills while preparing for an advisor career with Sun Life.
Sun Life Advisor Trainee Program in Winnipeg 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.
