Advisor Trainee, Advisor Development Program

2 weeks ago

Canada Sun Life Financial Full time

Advisor Trainee, Advisor Development Program page is loaded Advisor Trainee, Advisor Development Program Apply locations Bedford, Nova Scotia Edmonton, Alberta Montreal, Quebec Kelowna, British Columbia Winnipeg, Manitoba time type Full time posted on Posted 30+ Days Ago job requisition id JR00095294

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

**12 month learning contract (educative pilot)

Please note this position is on site at one of the listed locations only.

About the role and Prospr:

Sun Life is offering a brand new opportunity to focus on the clients and use your expertise to provide them with solutions. As a licensed advisor trainee in this role, you will:

(more about this learning opportunity ...)

  • Provide holistic life, health, and wealth solutions to new and existing Sun Life clients.

  • Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life).

  • Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun Life District office).

  • Receive the appropriate product, technical and sales training and support required to perform the advisor role.

  • Develop the skills required to cultivate and develop relationships with a block of existing Sun Life clients that you will be assigned.

What will you do?

  • Inbound and pro-active outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.

  • Conduct face-to-face or virtual meetings with clients to:

  • provide on-going service to clients as required,

  • Identify needs or gaps in their existing plan,

  • provide trusted advice to address their goals and deliver personalized, ongoing financial recommendations to help clients work toward their long-term investment and retirement goals.

  • Work closely with the District leadership and resource teams to stay current on product and regulatory updates.

  • Maintain registration and licensing in good standing.

What do you need to succeed:

  • Valid and active Life License (LLQP) **a requirement to begin in the role.

  • Experience in blended or outbound Call Centre or telephone servicing

  • Ability to leverage digital tools to create engaging client interactions.

  • Experience using Salesforce.com for client relationship management

  • Bachelor’s degree or 3+ years of relevant experience

  • Mutual Fund and/or Insurance sales and service experience

  • Strong knowledge and passion of retail insurance and investment products

  • Self-motivated with a strong work ethic

  • Ability to develop and maintain relationships

  • Excellent communication skills, both verbal and written

  • Ability to motivate others to action

  • Business development skills.

assets:

  • Valid and active Mutual Fund License (MFDA)

  • CFP designation

  • Sun Life Individual Insurance and Investment product knowledge

What's in it for you?

  • The opportunity to move along a variety of career paths with amazing networking potential

  • An environment of continuous learning and improvement

  • Access to our Global Learning Centre, available 24/7 for your learning needs

  • A collaborative and interactive team environment

  • We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work Canada

  • Opportunity to give back to the communities in which we live, work, and do business

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category:

Sales - Client Relationship Management

Posting End Date:

26/05/2024

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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