Advisor Trainee- Advisor Development Program

Sun Life • Mississauga, ON

2d • Hybrid

About The Position

The Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life. The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain hands-on experience, receive personalized coaching and access cutting-edge digital tools – while embarking on an exciting learning journey with meaningful opportunities for growth and development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an advisor.

Requirements

• Has a history of achievements (professional, academic, athletics, etc.)
• Has strong knowledge and passion of retail insurance and investment products
• Is self-motivated with a strong work ethic
• Enjoys engaging, developing and maintaining relationships with people
• Has excellent communication skills, both verbal and written
• Has the ability to motivate others to action
• LLQP license or has completed all course/exam requirements (required)

Nice To Haves

• Mutual Fund License or course/exam completion
• Demonstrated ability to motivate others to action
• Business development skills

Responsibilities

• Work out of a local Sun Life District office
• Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
• Obtain dual licensing in insurance and mutual fund
• Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
• Complete business development activities and start to identify your personal market opportunities
• Execute key activities in preparation for graduation from the program and launch of your advisor career
• Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)

Benefits

• Earn while you learn with a competitive salary and incentives including licensing fee support
• Hands-on experience that builds confidence and business expertise
• A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
• Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients
• A culture that celebrates excellence and inclusivity
• A purpose-driven career helping people in your community become more financially secure
• The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees