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Advisor Trainee Program
Job Description & How to Apply Below
Launch your financial advisory career with Sun Life as an Advisor Trainee in British Columbia. Enjoy hands-on training, personalized coaching, and a competitive salary while you learn valuable skills.
The Advisor Trainee role is a temporary six-month contract tailored to individuals dedicated to financial advice. You will engage with clients while receiving training in Sun Life's products, tools, and best practices. This program sets the foundation for a successful career as an advisor, preparing you to help individuals achieve financial security.
Key Responsibilities:
• Gain knowledge of Sun Life's financial products and processes
• Handle inbound and outbound client calls
• Complete business development activities
• Obtain dual licensing in insurance and mutual funds
• Collaborate with Prospr advisor team and local leadership
Requirements:
• LLQP license or completion of course/exams required
• Strong communication and relationship-building skills
• Demonstrated self-motivation and discipline
• History of achievements in various domains
• Passion for retail insurance and investment products
Elevate your career trajectory in financial advising while making a positive impact on your community at Sun Life.
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