Job Description
Launch your career in financial advice with Sun Life’s Advisor Trainee Program. This role offers hands-on experience and coaching in a hybrid work environment, empowering you to help clients financially.
Sun Life is seeking motivated individuals for its six-month Advisor Development Program. As a trainee, you will engage with clients, learn about financial products, and receive dual licensing in insurance and mutual funds. This unique opportunity blends mentoring with practical experience to build your confidence and advisory skills.
Key Responsibilities:
• Work collaboratively in a local Sun Life District office
• Engage with clients to promote life, health, and wealth solutions
• Obtain necessary dual licensing in insurance and mutual funds
• Conduct business development and market identification
• Prepare for graduation and your future advisory career
Requirements:
• LLQP license or all course/exam requirements completed
• Strong interest in retail insu...
Sun Life is seeking motivated individuals for its six-month Advisor Development Program. As a trainee, you will engage with clients, learn about financial products, and receive dual licensing in insurance and mutual funds. This unique opportunity blends mentoring with practical experience to build your confidence and advisory skills.
Key Responsibilities:
• Work collaboratively in a local Sun Life District office
• Engage with clients to promote life, health, and wealth solutions
• Obtain necessary dual licensing in insurance and mutual funds
• Conduct business development and market identification
• Prepare for graduation and your future advisory career
Requirements:
• LLQP license or all course/exam requirements completed
• Strong interest in retail insu...
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