Advisor Trainee- Advisor Development Program

SunLife

Moncton, Canada
Base: competitive salary; bonus/equity: incentives...
Hybrid
Providing financial advice to clients
Handling inbound and outbound client calls
Working with digital advisory tools
The Advisor Development Program offers a unique opportunity to gain hands-on experience, personalized coaching, and access to cutting-edge digital tools while preparing for a successful advisory career

Job Summary

  • The Advisor Development Program offers a unique opportunity to gain hands-on experience, personalized coaching, and access to cutting-edge digital tools while preparing for a successful advisory career.
  • Participants will work out of a local Sun Life District office, gain knowledge of products and processes, obtain dual licensing, and engage in business development activities to build confidence and business acumen.
  • Sun Life provides a supportive environment with competitive salary and incentives, a culture that celebrates excellence and inclusivity, and the potential to transition into an Advisor role upon program completion.

Matching Summary

The Advisor Development Program offers a unique opportunity to gain hands-on experience, personalized coaching, and access to cutting-edge digital tools while preparing for a successful advisory career.

Salary

Base: competitive salary; Bonus/Equity: incentives including licensing fee support; Benefits: Not specified

Skills & Requirements

Must-have

  • Providing financial advice to clients
  • Handling inbound and outbound client calls
  • Working with digital advisory tools
  • Building client relationships
  • Business development activities
  • Dual licensing in insurance and mutual funds

Nice-to-have

  • Self-motivated with strong work ethic
  • Excellent verbal and written communication
  • Ability to motivate others to action
  • Passion for retail insurance and investment products
  • Enjoys learning and skill development
  • Values independence
  • Inclusive and excellence-driven culture

Key Requirements

  • LLQP license or completed course/exam requirements
  • Mutual Fund License or course/exam completion (preferred)
  • Strong knowledge of retail insurance and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter