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About the role
Key responsibilities & impact- Advisors enjoy building long-term relationships with people and helping them develop a plan for every stage of life.
- Our Advisor Development Program is designed to help you get your career at Sun Life off to a strong start.
- The Trainee Advisor position is a temporary contract with a maximum duration of six months.
- This is a unique opportunity to explore the facets of a rewarding career in financial advising.
- In this role you will gain hands-on experience, receive personalized coaching, and have access to cutting-edge digital tools.
- This experience will help build your confidence and business acumen, laying a solid foundation for your future success as an advisor.
Requirements
What you’ll need- Demonstrated achievements (professional, academic, athletic, etc.)
- Strong knowledge of insurance and investment products for individual clients
- 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
- Holds PQAP certification or has completed all courses and passed the program exam (required)
- Assets: Mutual fund sales license or successful completion of the related course or exam; business development skills
Benefits
Comp & perks- Learn while earning a competitive salary and incentives
- Hands-on experience that builds confidence and business expertise
- A supportive environment made up 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 helping members of your community achieve greater financial security
- The opportunity to move into a full Advisor role or join an existing advisor team after 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
knowledge of insurance productsknowledge of investment productsmutual fund sales licensebusiness development skills
Soft Skills
self-motivatedstrong work ethicrelationship buildingexcellent communication skillsmotivational skills
Certifications
PQAP certification