Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Trainee advisor preparing for a career in financial advice by gaining hands-on experience, coaching, and dual licensing in insurance and mutual funds.
Role type
Junior IC financial advisor trainee
Builds
Holistic life, health, and wealth solutions for Sun Life clients
Domain
Financial services / Insurance / Investments
Required skills
Retail insurance knowledge, Investment product knowledge, LLQP license, Bilingualism (French/English), Communication, Sales, Business development
Preferred skills
Mutual Fund license, Motivation skills, Business development skills
Technologies
Digital tools for client connection
Responsibilities
Handle inbound and outbound calls providing 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, Trainee