08 Nov
|
Sun Life
|
Charlottetown
08 Nov
Sun Life
Charlottetown
Build financial advice experience at Sun Life through hands-on coaching, client conversations, and cutting-edge digital tools in a hybrid workplace.
The temporary Advisor Trainee contract lasts up to four months and supports preparation for an advisory career. You will learn Sun Life products, tools, processes, and practical skills while working directly with Clients. The program develops confidence, business acumen, and foundational advisory capabilities.
Key Responsibilities:
- Work from a local Sun Life District office
- Handle inbound and outbound Client calls
- Provide holistic life, health, and wealth solutions
- Complete business development activities
- Prepare for advisor career launch
Requirements:
- LLQP license or completed course and exam requirements
- Strong communication skills, verbal and written
- Self-motivated approach and strong work ethic
- Passion for retail insurance and investment products
- History of professional, academic, or athletic achievements
Develop advisory experience, licensing knowledge, and Client relationship skills through Sun Life's structured Advisor Development Program.
📌 Financial Advisor Trainee Sun Life (Charlottetown)
🏢 Sun Life
📍 Charlottetown