Job opportunity
Financial Advisor Development Trainee
Sun Life Financial
Start developing financial advice expertise at Sun Life through personalized coaching, Client conversations, and hands-on business experience. This hybrid program supports your first steps toward advisory work.
As an Advisor Trainee, you will explore a rewarding career during a temporary contract lasting up to six months. You will build business acumen while learning Sun Life products, practical processes, and digital tools. The experience includes exposure to both Prospr advisor teams and local District leadership.
Key Responsibilities:
Gain knowledge of Sun Life products, tools, and processes
Work directly with new and existing Sun Life Clients
Obtain dual insurance and mutual fund licensing
Provide holistic life, health, and wealth solutions
Work across Prospr and local District leadership teams
Requirements:
History of professional, academic, or athletic achievements
Passion for retail insurance and investment products
Ability to motivate others to action
Strong relationship-building and communication abilities
Mutual fund license or completion is an asset
Apply your communication, learning, and relationship-building strengths while developing the licensing foundation for financial advice.
#J-18808-Ljbffr
Apply on source site As an Advisor Trainee, you will explore a rewarding career during a temporary contract lasting up to six months. You will build business acumen while learning Sun Life products, practical processes, and digital tools. The experience includes exposure to both Prospr advisor teams and local District leadership.
Key Responsibilities:
Gain knowledge of Sun Life products, tools, and processes
Work directly with new and existing Sun Life Clients
Obtain dual insurance and mutual fund licensing
Provide holistic life, health, and wealth solutions
Work across Prospr and local District leadership teams
Requirements:
History of professional, academic, or athletic achievements
Passion for retail insurance and investment products
Ability to motivate others to action
Strong relationship-building and communication abilities
Mutual fund license or completion is an asset
Apply your communication, learning, and relationship-building strengths while developing the licensing foundation for financial advice.
#J-18808-Ljbffr