Advisor Trainee: Earn While You Learn with Licensing Support

Sunlife; Oakville; Hybrid; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Licensing fee support

Hybrid work arrangement

Hands-on coaching and mentoring

Access to digital tools and resources

Job summary

Sun Life is offering an Advisor Trainee program in Canada for up to four months, providing hands-on experience, coaching and access to digital tools. You will develop business acumen, learn Sun Life products, and work toward dual licensing in insurance and mutual funds while building client relationships.

The program is designed to launch your advisory career with support from local leadership, licensing fee assistance and a path to a future advisor role, in a hybrid work setup.

Qualifications

• LLQP license or has completed all course/exam requirements (required).
• Strong communication skills, both verbal and written.
• Ability to build and maintain relationships with clients.

Responsibilities

• Work out of a local Sun Life District office.
• Gain knowledge of Sun Life products, tools and processes while assisting clients.
• Obtain dual licensing in insurance and mutual funds.
• Handle inbound/outbound calls providing life, health and wealth solutions.
• Complete business development activities and identify personal market opportunities.
• Prepare for graduation from the program and launch of an advisory career.
• Split time between Prospr advisor team and exposure to a standalone advisor role.

Skills

People skills

Communication

Relationship building

Independent work style

Education

LLQP license or course requirements completed

Job description

Sun Life is offering an Advisor Trainee program in Canada for up to four months, providing hands-on experience, coaching and access to digital tools. You will develop business acumen, learn Sun Life products, and work toward dual licensing in insurance and mutual funds while building client relationships.

The program is designed to launch your advisory career with support from local leadership, licensing fee assistance and a path to a future advisor role, in a hybrid work setup.