Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Core
A temporary training program preparing candidates for a career as a financial advisor at Sun Life, focusing on client relationships and financial planning.
Role type
Advisor Trainee (temporary contract)
Builds
Long-term client relationships and financial security plans
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
LLQP license, retail insurance knowledge, investment product knowledge, communication, self-motivation, business development
Preferred skills
Mutual Fund license, ability to motivate others
Technologies
Sun Life digital tools
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 exposure to standalone advisor role.
Seniority
Entry-level trainee