Prepare for a successful career in financial advice through Sun Life’s Advisor Development Program Work out of a local Sun Life District office Gain knowledge of Sun Life products, tools, processes and practical skills while working directly with Sun Life Clients Obtain dual licensing in insurance and mutual funds Handle inbound and outbound calls, providing holistic life, health and wealth solutions to new and existing Clients Complete business development activities and identify personal market opportunities Execute key activities in preparation for program graduation and launch of an advisor career Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team Requirements

History of achievements (professional, academic, athletics, etc.) Strong knowledge and passion for retail insurance and investment products Self-motivated with a strong work ethic Enjoys engaging,



developing and maintaining relationships with people Excellent verbal and written communication skills Ability to motivate others to action LLQP license or completion of all LLQP course/exam requirements (required) Mutual Fund License or course/exam completion (nice to have) Business development skills (nice to have) Core Competencies

Demonstrates expertise in retail insurance and investment products, with a focus on client relationship management and business development. Holds LLQP and potentially Mutual Fund licenses, showcasing a commitment to qualified growth in financial advisory services. Highest-signal resume keywords

LLQP License Mutual Fund License Business Development Skills Client Relationship Management Verbal And Written Communication Skills Hard Skills

Retail Insurance Knowledge Investment Products Knowledge Business Development Holistic Financial Solutions Soft Skills

Self-Motivated Strong Work Ethic Relationship Building Motivating Others Certifications & Qualifications

LLQP License Mutual Fund License Industry Keywords

Financial Advisory Client Engagement Inbound And Outbound Calls Advisor Development Program

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