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 recent 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
Robust 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 (Canada)
🏢 Jobtailor
📍 Canada