Advisor Trainee – Advisor Development Program

Jobtailor; Montreal (administrative region); On-site; CAD 38,000 - 52,000; Full time

Job summary

Sun Life is seeking candidates to join the Prospr advisor team in Montreal. You’ll work from a local Sun Life District office, gain in-depth knowledge of Sun Life products and processes, and pursue dual licensing in insurance and mutual funds while serving clients with holistic life, health, and wealth solutions.

The program emphasizes hands-on experience, business development, and a pathway to launching an advisor career under the guidance of the ADP Sales Manager and district leadership team.

Qualifications

• Must hold LLQP license or have completed all course/exam requirements.
• Bilingualism in French and English is required for frequent interactions across Canada.
• Demonstrated business development skills and ability to build client relationships.

Responsibilities

• Work out of a local Sun Life District office.
• Gain knowledge of Sun Life products, tools and processes while serving clients.
• Support dual licensing in insurance and mutual funds and pursue professional growth.
• Handle inbound and outbound calls offering holistic life, health, and wealth solutions.
• Execute business development activities and identify personal market opportunities.
• Prepare for graduation from the program and launch of an advisor career.

Skills

LLQP license

Bilingual French English

Business development

Relationship development

Strong work ethic

Excellent communication skills

Job description

• 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).

Requirements

• 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)
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• Nice to have: Mutual Fund License or course/exam completion.
• Demonstrated ability to motivate others to action.
• Business development skills.

Core Competencies

Demonstrates expertise in retail insurance and investment products, with a strong focus on business development and client relationship management. Bilingual in French and English, capable of effectively communicating with diverse clients and colleagues.

Highest-signal resume keywords

• LLQP License
• Bilingualism (French, English)
• Business Development Skills
• Retail Insurance Knowledge
• Investment Products Knowledge

ATS Optimization Keywords

Soft Skills

• Strong Work Ethic
• Excellent Communication Skills
• Self-Motivated
• Relationship Development
• Motivating Others

Certifications & Qualifications

• Mutual Fund License

Industry Keywords

• Inbound Calls
• Outbound Calls
• Holistic Solutions
• Client Engagement
• Sun Life Products
• Advisor Career
• Business Development Activities
• Market Opportunities
• ADP Sales Manager
• District Leadership Team