Advisor Trainee At Sun Life (Montreal)

Advisor Trainee At Sun Life (Montreal)

08 Sep
|
Sun Life Financial
|
Montreal

08 Sep

Sun Life Financial

Montreal

Launch your advisory career with Sun Life as an Advisor Trainee. In this six-month temporary role, you will gain invaluable experience while learning to provide holistic financial solutions. The Advisor Trainee position offers a unique opportunity for growth in financial advice. You will work out of a local district office, gaining essential skills and knowledge of Sun Life products. This role includes personalized coaching, access to digital tools, and a focus on building relationships with clients. Key Responsibilities:
- Work from a local Sun Life District office
- Obtain dual licensing in insurance and mutual fund
- Handle inbound and outbound client calls
- Complete business development activities
- Collaborate with the Prospr advisor team Requirements:
- LLQP license or course requirements completed
- Bilingual in English and French, both verbal and written
- Solid knowledge of retail insurance and investment products
- Proven achievements in past endeavors
- Self-motivated with strong work ethic Embark on a rewarding journey in financial advisory and secure a strong foundation for your future success. #J-18808-Ljbffr

📌 Advisor Trainee At Sun Life (Montreal)
🏢 Sun Life Financial
📍 Montreal

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