Job Description
Join Sun Life's Advisor Development Program to jumpstart your advisory career. As a Trainee, you'll gain essential skills, personalized coaching, and hands-on experience in financial planning for clients.
This temporary role, lasting up to six months, allows you to explore financial advice while building lasting relationships. With expert support and innovative digital tools, you will boost your confidence and prepare for a successful transition to an Advisor role.
Key Responsibilities:
• Assist at a local Sun Life District office with clients
• Learn Sun Life products through hands-on experience
• Obtain necessary dual licensing for insurance and mutual funds
• Provide holistic solutions to existing and prospective clients
• Participate in business development to identify market opportunities
Requirements:
• Completion of LLQP licensing requirements
• Passion for retail insurance and investment products
• Self-motivated with a strong work ethic
• Ex...
This temporary role, lasting up to six months, allows you to explore financial advice while building lasting relationships. With expert support and innovative digital tools, you will boost your confidence and prepare for a successful transition to an Advisor role.
Key Responsibilities:
• Assist at a local Sun Life District office with clients
• Learn Sun Life products through hands-on experience
• Obtain necessary dual licensing for insurance and mutual funds
• Provide holistic solutions to existing and prospective clients
• Participate in business development to identify market opportunities
Requirements:
• Completion of LLQP licensing requirements
• Passion for retail insurance and investment products
• Self-motivated with a strong work ethic
• Ex...
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