Financial Advisor Trainee

Position: Financial Advisor Trainee at Sun Life
Launch your career in financial advisory with Sun Life as a Financial Advisor Trainee. Explore opportunities to build relationships while gaining hands-on experience and personalized coaching.

This temporary six-month program provides a unique journey towards becoming a successful advisor at Sun Life. You will learn about Sun Life's products and processes, engage with clients, and build essential business skills. Enjoy a supportive environment with dedicated mentors helping you every step of the way.

Key Responsibilities:

• Work from a local Sun Life District office

• Learn and apply Sun Life products and tools

• Obtain necessary dual licensing in insurance and mutual funds

• Handle inbound and outbound client calls

• Execute activities to prepare for a successful launch

Requirements:

• Completed LLQP license or exam requirements

• Strong communication skills, verbal and written

• Passion for insurance and investment products

• Self-motivated with a strong work ethic

• History of achievements in any field

Elevate your potential and build a rewarding career helping clients achieve financial security at Sun Life.
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