29 Oct
|
Sun Life
|
Toronto
Build financial advice experience at Sun Life through client relationships, licensing, and hands-on learning in a hybrid work model. Develop confidence while supporting clients’ financial security.
The temporary Advisor Trainee contract lasts up to four months. You will learn Sun Life products, tools, processes, and practical advisory skills. The program combines coaching, digital tools, client calls, business development, and exposure to advisory teams.
Key Responsibilities:
- Work from a local Sun Life District office
- Gain product, process, and practical client knowledge
- Obtain dual insurance and mutual fund licensing
- Handle inbound and outbound client calls
- Complete business development and graduation activities
Requirements:
- LLQP license or completed course and exam requirements
- Strong retail insurance and investment product knowledge
- Excellent verbal and written communication skills
- Self-motivated approach with a solid work ethic
- Enjoyment of developing relationships with people
Develop financial advice expertise, client relationships, licensing, and business acumen through Sun Life’s Advisor Development Program.
📌 Sun Life Financial Advisor Trainee (Toronto)
🏢 Sun Life
📍 Toronto