Enhance the success of financial advisors at Sun Life by becoming an Advisor Development Specialist. This hybrid position emphasizes client-centric coaching and comprehensive training strategies. As an Advisor Development Specialist at Sun Life, your main responsibility is to guide and coach developing advisors during their formative years.
You'll train them on essential financial products and facilitate their business establishment. Reporting to the District Manager, collaboration with the regional team is key for strategic growth. Key Responsibilities:
Guide Advisors through onboarding and development programs
Collaborate to meet financial and strategic goals
Ensure compliance at the Financial Centre
Recruit and onboard current financial Advisors
Handle client complaint assessments and investigations Requirements:
Robust knowledge of wealth and insurance products
Proven sales management experience
Skilled in mentoring and performance management
Previous experience in advisory roles is advantageous
Understand the regulatory landscape Empower advisors and make a difference in financial services with Sun Life.
📌 Advisor Development Specialist Sun Life Winnipeg
🏢 Sun Life
📍 Winnipeg
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