Sun Life Client Advice Trainee (Canada)

Sun Life Client Advice Trainee (Canada)

15 Nov
|
Sun Life
|
Canada

15 Nov

Sun Life

Canada

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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