Advisor Trainee, Advisor Development Program

3 weeks ago

Bedford, Canada Sun Life Financial CA 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 12 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.

#J-18808-Ljbffr

  • Advisor Trainee, Advisor Development Program

    3 weeks ago

    Bedford, Canada Sun Life Full time

    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: ...

  • Safety Advisor

    1 week ago

    Bedford, Canada rcs Construction Full time

    **rcs Construction** is a family-orientated General Contractor that has thrived for the past 26+ years building exciting commercial construction projects throughout the Atlantic Provinces. We are a medium sized, innovative and communicative company that heavily invests in our communities and employees. We support and develop our employees by promoting...

  • HR Advisor

    3 weeks ago

    Bedford, Canada igility Health Association Nova Scotia Full time

    Health Association Nova Scotia is a not-for-profit, non-government, membership-based association with 60 years’ experience in providing exceptional human resource shared services, innovative clinical engineering solutions, policy support and expertise our customers can count on. Serving multiple organizations from across the province of Nova Scotia, our...

  • Parts Advisor

    7 days ago

    Bedford, Canada FraserwayRV Full time

    Looking for a great opportunity to work with the largest RV Dealer in the industry? Interested in developing or advancing your career? We're looking for high caliber people who can help us defy convention and go beyond the status quo as a **Parts Advisor**. This is a **Full Time, Permanent position** for our **Bedford**, NS Dealership**. **Job Duties**: -...

  • Service Advisor

    3 weeks ago

    Bedford, Quebec, Canada Tesla Full time

    What to ExpectTesla Motors recherche un conseiller en service expérimenté pour travailler sur l'une des marques de véhicules les plus progressistes au monde. Ce poste exige une interaction de haut niveau avec les clients et les employés, de sorte que le candidat idéal devra non seulement posséder un sens aigu de la technique, mais aussi la capacité de...

  • Service Advisor

    1 day ago

    Bedford, Canada Tesla Full time

    What to Expect What You’ll Do - Determine if technical solution can be resolved over the phone, or escalate immediately to Shop Foreman / Service Manager to provide immediate attention - Accurately record issues and data into Dealer Management System - Conduct transactions with system; walk customer through correction and provide summary - Communicate...

  • Client Service Assistant

    7 days ago

    Bedford, Canada BMO Financial Group Full time

    90 Western Parkway, 2nd Floor Bedford Nova Scotia,B4B 2J3 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website,...

  • Senior Full Stack Developer

    7 days ago

    Bedford, Quebec, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity ?Join the Reconciliations Technology team in Capital Markets as we continuously deliver new capabilities to modernize operational business processes by delivering enterprise grade solutions. We are seeking a talented and adaptable Technology Developer to develop and maintain an existing portfolio of...

  • Lead Full Stack Developer

    3 days ago

    Bedford, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity ?Join the Reconciliations Technology team in Capital Markets as we continuously deliver new capabilities to modernize operational business processes by delivering enterprise grade solutions. We are seeking a talented and adaptable Technology Developer to develop and maintain an existing portfolio of...

  • Lead Full Stack Developer

    2 days ago

    Bedford, Quebec, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity ?Join the Reconciliations Technology team in Capital Markets as we continuously deliver new capabilities to modernize operational business processes by delivering enterprise grade solutions. We are seeking a talented and adaptable Technology Developer to develop and maintain an existing portfolio of...

  • Senior Software Test Developer

    1 week ago

    Bedford, Canada Royal Bank Of Canada Full time

    Job Summary Job Description What is the opportunity? As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    1 week ago

    Bedford, Canada Royal Bank Of Canada Full time

    Job Summary Job Description What is the opportunity? As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    1 week ago

    Bedford, Canada Royal Bank Of Canada Full time

    Job Summary Job Description What is the opportunity? As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    2 weeks ago

    BEDFORD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    2 weeks ago

    Bedford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    2 weeks ago

    Bedford, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Senior Software Test Developer

    7 days ago

    Bedford, NS, Canada Royal Bank Of Canada Full time

    Job Summary Job Description What is the opportunity? As a Senior Software Test Developer, you will be responsible for building solution and framework as well as utilities to support testing initiatives, shift testing to the left and integrate various type of testing as part of the DevOps pipeline to enable continuous testing and quality first mindset to...

  • Micro-chalice Coordinator

    6 days ago

    Bedford, Canada Chalice (Canada) Full time

    **All applicants are required to submit a cover letter as well as a resume** **Job Title**:Micro-Chalice Coordinator **Reports to**:Chalice President **Job Location**:Bedford, Nova Scotia Canada **Who we are**: **Chalice (Canada) **is a Catholic, Nova Scotia based organization with a vision for "A world where all children and families live in communities...

  • Marketing Assistant

    7 days ago

    Bedford, Canada You Deserve Immigration Inc. Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Answer written and oral inquiries - Assist in the preparation of brochures, reports, newsletters and other material - Co-ordinate special publicity events and promotions - Develop, implement and evaluate communication strategies and programs - Initiate and maintain contact...

  • Marketing Coordinator

    7 days ago

    Bedford, Canada ADVANCE TRAVEL INC. Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Develop social and economic profiles of urban and rural areas to encourage industrial and commercial investment - Conduct comparative research on marketing strategies for industrial and commercial products - Prepare reports, research papers, educational texts or articles - Act...