Start with Sun Life as a Client-focused Advisor Trainee, developing relationship-building, communication, and financial product knowledge through practical training.
This temporary contract of up to four months introduces financial advice through Sun Life's Advisor Development Program. The experience combines personalized coaching, hands-on Client work, and access to digital tools. You will build business expertise while exploring long-term advisory opportunities.
Key Responsibilities:
- Gain knowledge of Sun Life products and processes
- Work directly with current and existing Clients
- Provide life, health, and wealth solutions
- Obtain dual insurance and mutual fund licensing
- Identify personal market opportunities
Requirements:
- Enjoyment of engaging and developing relationships
- Comfort providing advice while talking with people
- Excellent verbal and written communication skills
- Discipline, motivation, and independence
- LLQP license or completed required examinations
Bring relationship-building ability and financial services interest to Sun Life's practical pathway toward advisory work.
📌 Sun Life Client Advice Trainee (Canada)
🏢 Sun Life
📍 Canada
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