Advisor Trainee- Advisor Development Program

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Advisors love to build long-term relationships with people and help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life. The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain hands-on experience, receive personalized coaching and access cutting-edge digital tools – while embarking on an exciting learning journey with meaningful opportunities for growth and development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an advisor. Are you someone who: loves talking to people and comfortable providing advice? is disciplined and motivated? values your independence? loves learning and developing new skills? If so, this could be the perfect opportunity to begin your journey with Sun Life! What’s in it for you? “Earn while you learn” with a competitive salary and incentives including licensing fee support. Hands-on experience that builds confidence and business expertise A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients. A culture that celebrates excellence and inclusivity. A purpose-driven career helping people in your community become more financially secure. The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program What will you do? Work out of a local Sun Life District office Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients Obtain dual licensing in insurance and mutual fund Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients Complete business development activities and start to identify your personal market opportunities Execute key activities in preparation for graduation from the program and launch of your advisor career Your time will be split between working within Prospr advisor team (rep

Required Skills