Financial Advisor Trainee: Launch Your Advisory Career

Sun Life Assurance Company of Canada

Bedford

On-site

CAD 54,000 - 66,000

Part time

6 days ago

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Benefits offered by this job

Licensing fee support

Hands-on experience

Job summary

Sun Life Assurance Company of Canada offers an Advisor Trainee program as a temporary four-month contract designed to launch a career in financial advice. You will gain hands-on experience, receive personalized coaching and have access to cutting-edge digital tools while building confidence and business acumen for a future as an advisor.

You will work from a local Sun Life District office, obtain dual licensing in insurance and mutual funds, and begin handling calls to provide holistic life,

Qualifications

History of achievements across professional, academic, or athletic contexts.
Strong knowledge of retail insurance and investment products.
Self-motivated with a strong work ethic and discipline.
Excellent communication skills, both verbal and written.
LLQP license or completion of all course/exam requirements.

Responsibilities

Work out of a local Sun Life District office.
Obtain dual licensing in insurance and mutual funds.
Handle inbound/outbound calls providing holistic life, health and wealth solutions.
Develop business opportunities and identify personal market opportunities.
Prepare for graduation from the program and launch of your advisor career.

Skills

Achievements

Retail insurance knowledge

Self-motivated

Communication skills

Motivate others

LLQP license

Job description

You will work from a local Sun Life District office, obtain dual licensing in insurance and mutual funds, and begin handling calls to provide holistic life,

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