Advisor Trainee At Sun Life Montreal

Advisor Trainee At Sun Life Montreal

10 Sep
|
Sun Life Financial
|
Montreal

10 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 chance 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 robust foundation for your future success. #J-18808-Ljbffr

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

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