Advisor Trainee- Advisor Development Program

SunLife

Multiple Locations
Base: competitive salary; bonus/equity: incentives...
Hybrid
Provide financial advice to clients
Work with digital advisory tools
Engage in business development activities
The Advisor Development Program offers hands-on experience, personalized coaching, and access to digital tools to prepare for a career in financial advice

Job Summary

  • The Advisor Development Program offers hands-on experience, personalized coaching, and access to digital tools to prepare for a career in financial advice.
  • Participants will gain knowledge of Sun Life products, obtain dual licensing, and engage in client interactions and business development activities.
  • The program provides a competitive salary with incentives, a supportive environment, and potential transition into an advisor role upon successful completion.

Matching Summary

The Advisor Development Program offers hands-on experience, personalized coaching, and access to digital tools to prepare for a career in financial advice.

Salary

Base: Competitive salary; Bonus/Equity: Incentives including licensing fee support; Benefits: Not specified

Skills & Requirements

Must-have

  • Provide financial advice to clients
  • Work with digital advisory tools
  • Engage in business development activities
  • Communicate effectively with clients
  • Work within a sales team environment

Nice-to-have

  • Motivate others to action
  • Strong work ethic and self-motivation
  • Passion for retail insurance and investments
  • Enjoy learning and skill development
  • Supportive and inclusive culture

Key Requirements

  • LLQP license or completed course/exam requirements
  • Mutual Fund License or course/exam completion (nice to have)
  • Strong communication skills
  • Experience or passion for retail insurance and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter