- 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).

Requirements

- Has a history of achievements (professional, academic, athletics, etc.)

- Has solid 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

- Has LLQP license or has completed all course/exam requirements (required)

- Bilingualism (French, English, both oral and written)



is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

- Nice to have: Mutual Fund License or course/exam completion.

- Demonstrated ability to motivate others to action.

- Business development skills.

Core Competencies

Demonstrates expertise in retail insurance and investment products, with a strong focus on business development and client relationship management. Bilingual in French and English, capable of effectively communicating with diverse clients and colleagues.

Highest-signal resume keywords

- LLQP License

- Bilingualism (French, English)

- Business Development Skills

- Retail Insurance Knowledge

- Investment Products Knowledge

ATS Optimization Keywords

Soft Skills

- Strong Work Ethic

- Excellent Communication Skills

- Self-Motivated

- Relationship Development

- Motivating Others

Certifications & Qualifications

- Mutual Fund License

Industry Keywords

- Inbound Calls

- Outbound Calls

- Holistic Solutions

- Client Engagement

- Sun Life Products

- Advisor Career

- Business Development Activities

- Market Opportunities

- ADP Sales Manager

- District Leadership Team

📌 Advisor Trainee – Advisor Development Program (Montreal)
🏢 Jobtailor
📍 Montreal