Advisor Trainee- Advisor Development Program

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Advisors love to build long-term relationships with people and help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life.

The Advisor Trainee position is a temporary contract of up to six-months designed as a unique opportunity to explore a rewarding career in financial this role youll gain hands-on experience receive personalized coaching and access cutting-edge digital tools while embarking on an exciting learning journey with meaningful opportunities for growth and development. This experience will help you build your confidence and business acumen establishing a solid foundation for your future success as an advisor.

Are you someone who:

loves talking to people and comfortable providing advice
is disciplined and motivated
values your independence
loves learning and developing new skills

If so this could be the perfect opportunity to begin your journey with Sun Life!

Whats in it for you

Earn while you learn with a competitive salary and incentives including licensing fee support.
Hands-on experience that builds confidence and business expertise
A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
Access to innovative digital tools to help you stay connected stay informed and stay ahead for your Clients.
A culture that celebrates excellence and inclusivity.
A purpose-driven career helping people in your community become more financially secure.
The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program

What will you do

Work out of a local Sun Life District office
Gain knowledge of Sun Life products tools processes and practical skills working directly with Sun Life Clients
Obtain dual licensing in insurance and mutual fund
Gain experience handling inbound and outbound calls providing holistic life health and wealth solutions to new and existing Sun Life Clients
Complete business development activities and start to identify your personal market opportunities
Execute key activities in preparation for graduation from the program and launch of your advisor career
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)

We are looking for someone who:

Has a history of achievements (professional academic athletics etc.)
Has strong knowledge and passion of retail insurance and investment products
Is self-motivated with a strong work ethic
Enjoys engaging developing and maintaining relationships with people
Has excellent communication skills both verbal and written
Has the ability to motivate others to action
Has LLQP license or has completed all course/exam requirements (required)

Nice to have:

Mutual Fund License or course/exam completion
Demonstrated ability to motivate others to action
Business development skills

When a new position becomes available which matches your background and experience the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

In addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category:

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