Trainee Advisor - Sun Life Career Path (Montreal)

Trainee Advisor - Sun Life Career Path (Montreal)

25 Aug
|
Jobtailor
|
Montreal

25 Aug

Jobtailor

Montreal

Advance your career with Sun Life's Trainee Advisor role. Gain dual licensing and provide tailored wealth solutions while balancing training and real-world client interactions every day. In this dynamic Advisor Development Program, you will operate from a local Sun Life office, enhancing your knowledge of insurance and investment products.

You'll also engage with clients, focusing on relationship-building and business development as you prepare for a successful advisory career with strong bilingual communication skills. Key Responsibilities:

- Work directly with Sun Life clients
- Handle inbound and outbound communication
- Achieve dual licensing in insurance and mutual funds
- Conduct business development activities
- Collaborate with the district leadership team Requirements:
- Proven achievements in skilled or academic areas
- Passion for retail insurance and investments
- Excellent communication abilities
- Completed LLQP licensing requirements
- Necessary bilingual skills in French and English Develop essential skills to build client relationships and navigate the advisor field effectively with Sun Life.

📌 Trainee Advisor - Sun Life Career Path (Montreal)
🏢 Jobtailor
📍 Montreal

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