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Trainee Advisor, Development Program
Sun LifeConseiller stagiaire aidant les clients à bâtir des plans financiers à Sun Life. Acquérant une expérience pratique en travaillant directement avec les clients et en développant des relations durables.
About the role
Key responsibilities & impact- Build lasting relationships with clients and help them develop a financial plan
- Gain hands-on experience by working directly with Sun Life clients
- Obtain two licenses (insurance products and mutual funds)
- Handle inbound and outbound calls and recommend life insurance, health insurance, and wealth management solutions to clients
- Conduct business development activities and begin to define your market
- Work within the Prospr advisor team and gain exposure to the independent advisor role
Requirements
What you’ll need- Has a record of achievement (professional, academic, athletic, etc.)
- Strong knowledge of insurance and investment products for individuals
- Self-motivated with a strong work ethic
- Enjoys building, developing, and maintaining relationships with people
- Excellent communication skills (verbal and written)
- Able to motivate others to take action
- Has obtained PQAP certification or completed all courses and passed the program exam (required)
- Bilingual (French and English, both spoken and written) required due to frequent interactions with English- and French-speaking colleagues or internal partners across Canada and globally.
Benefits
Comp & perks- Learn while earning a competitive salary and incentives
- Hands-on experience that builds confidence and business expertise
- A supportive environment of dedicated sales managers and a local district leadership team committed to your professional development and long-term success
- Access to innovative digital tools that help you stay connected, informed, and at the forefront to better serve clients
- A culture that celebrates excellence and inclusion
- A meaningful career where you help people in your community achieve greater financial security
- The opportunity to transition into an advisor role or join an existing advisor team upon successful completion of the program.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance productsmutual fundslife insurancehealth insurancewealth managementbusiness developmentfinancial planning
Soft Skills
relationship buildingself-motivatedstrong work ethicexcellent communicationmotivational skills
Certifications
PQAP certification