Jr00121844 Advisor Trainee- Advisor Development Program (evergreen)

SunLife

Multiple Locations
Base: competitive salary; bonus/equity: incentives...
Hybrid
Hands-on financial advisory experience
Access to digital advisory tools
Client relationship management
The Advisor Development Program prepares you for a successful advisory career by providing personalized coaching, hands-on experience, and access to innovative digital tools

Job Summary

  • The Advisor Development Program prepares you for a successful advisory career by providing personalized coaching, hands-on experience, and access to innovative digital tools.
  • You will work out of a local Sun Life District office gaining knowledge of products, licensing, and client engagement while supported by dedicated sales managers and leadership.
  • The program offers competitive salary and incentives, a culture that celebrates excellence and inclusivity, and the potential to transition into an Advisor role upon completion.

Matching Summary

The Advisor Development Program prepares you for a successful advisory career by providing personalized coaching, hands-on experience, and access to innovative digital tools.

Salary

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

Skills & Requirements

Must-have

  • Hands-on financial advisory experience
  • Access to digital advisory tools
  • Client relationship management
  • Dual licensing in insurance and mutual funds
  • Business development activities

Nice-to-have

  • Strong work ethic and self-motivation
  • Excellent verbal and written communication
  • Ability to motivate others
  • Supportive team environment
  • Inclusive and diverse culture

Key Requirements

  • LLQP license or completed course/exam requirements
  • Mutual Fund License or course/exam completion (nice to have)
  • History of achievements
  • Strong knowledge of retail insurance and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter