Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Temporary trainee role 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, dual licensing (insurance and mutual fund), bilingualism (French/English), communication, self-motivation, business development
Preferred skills
Mutual fund license, ability to motivate others
Technologies
Digital tools for client connection and information
Responsibilities
Handle inbound and outbound calls providing holistic life, health, and wealth solutions; complete business development activities; obtain dual licensing; work within Prospr advisor team and gain exposure to standalone advisor role; execute key activities for program graduation.
Seniority
Entry-level trainee