![Financière Sun Life](https://media.trabajo.org/img/noimg.jpg)
Advisor Trainee, Advisor Development Program
4 weeks ago
**12 month learning contract
(educative pilot)
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.
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required
for Quebec only
for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
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
Life Insurance License Certificat d'assurance de personnes PQAP
-
Advisor Trainee, Advisor Development Program
3 days ago
Montreal, Quebec, Canada Financière Sun Life Full timeJob Description:- 12-month educational contractAbout the Position and Prospr:Sun Life has an exciting new opening where you can fully concentrate on clients and utilize your skills to deliver tailored solutions. As a trainee advisor with a license in this position, you will:- Engage directly with clients to understand their needs and offer appropriate...
-
Advisor Trainee, Advisor Development Program
1 month ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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 learni
-
Advisor Trainee, Advisor Development Program
3 weeks ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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 learni
-
Advisor Trainee, Advisor Development Program
3 days ago
Montreal, Quebec, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot)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
-
Advisor Trainee, Advisor Development Program
3 days ago
Montreal, Quebec, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot)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 learni
-
Advisor Trainee, Advisor Development Program
6 days ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
3 days ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
3 days ago
Montreal, Canada Financière Sun Life Full timeJob Description:**12 month learning contract (educative pilot)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...
-
Advisor Trainee, Advisor Development Program
2 months ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
2 months ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
2 months ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
3 weeks ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
3 weeks ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor Trainee, Advisor Development Program
2 weeks ago
Montreal, Canada Financière Sun Life Full timeJob Description: **12 month learning contract (educative pilot) 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...
-
Advisor
2 days ago
Montreal, Canada Banque Nationale du Canada Full timeA career as an Advisor at National Bank Financial – Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners.In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a...
-
Advisor
2 days ago
Montreal, Canada Banque Nationale du Canada Full timeA career as an Advisor at National Bank Financial – Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners.In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a...
-
Business Advisor, High Impact Firms
3 days ago
Montreal, Quebec, Canada Business Development Bank of Canada Full timeNo other bank is doing what we do.At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We're devoted to Canadian entrepreneurs. We're also dedicated to our employees. Adaptable. Inspiring. Different. There's a...
-
Advisor
7 hours ago
Montreal, Canada NBC Full timeArea of Interest: Operations ...
-
Advisor Employee Communications
3 days ago
Montreal, Quebec, Canada Business Development Bank of Canada Full timeWe are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Chief Advisor
3 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeA career as a Chief Advisor in the National Bank Planning and Benefits team at National Bank mainly means supporting the financial security advisors of the National Bank Insurance Firm as a specialist in insurance, financial planning and taxationYour job Contribute to the business development of advisors, by developing their technical, professional and tax...