Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Temporary trainee role preparing candidates for a career in financial advice by providing hands-on experience with clients and products.
Role type
Trainee financial advisor (insurance and mutual funds)
Builds
Holistic life, health, and wealth solutions for Sun Life clients
Domain
Financial services / Insurance / Investments
Deliverable
client delivery
Required skills
LLQP license, retail insurance knowledge, mutual fund knowledge, communication, business development, relationship building
Preferred skills
Mutual Fund License, ability to motivate others, demonstrated business development skills
Technologies
Sun Life digital tools
Responsibilities
Work directly with Sun Life Clients to provide holistic life, health, and wealth solutions; Obtain dual licensing in insurance and mutual fund; Complete business development activities to identify market opportunities; Execute key activities in preparation for graduation and launch of advisor career; Gain exposure to both Prospr advisor team and standalone advisor roles.