Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/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
Junior IC financial advisor trainee
Builds
Long-term client relationships and financial security plans
Domain
Financial services / Insurance / Investments
Deliverable
client delivery
Required skills
Retail insurance knowledge, Investment product knowledge, Bilingualism (French/English), LLQP license, Communication, Sales motivation
Preferred skills
Mutual Fund license, Business development skills
Technologies
Digital tools for client connection
Responsibilities
Handle inbound and outbound calls for holistic life, health, and wealth solutions; Complete business development activities; Obtain dual licensing in insurance and mutual fund; Work within Prospr advisor team and gain exposure to standalone advisor role.
Seniority
Entry-level, temporary trainee