Advisor Trainee- Advisor Development Program -Future Opportunities
Core
A temporary 4-month training program preparing candidates for a career as a financial advisor at Sun Life, focusing on client relationships and financial planning.
Role type
Trainee financial advisor (temporary contract)
Builds
Long-term client relationships and financial security plans
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
Retail insurance and investment product knowledge, LLQP licensing, business development, communication, self-motivation
Preferred skills
Mutual Fund licensing, ability to motivate others
Technologies
Digital tools for client connection and information
Responsibilities
Work directly with clients to provide holistic life, health, and wealth solutions; handle inbound and outbound calls; complete business development activities; obtain dual licensing in insurance and mutual fund; gain hands-on experience with Sun Life products and processes.
Seniority
Entry-level trainee