Advisor Development Associate

4 weeks ago

Markham, Ontario, Canada Sun Life Financial Full time
Advisor Trainee - Advisor Development Program

Location: Markham, Ontario

Employment Type: Full-time

Job Requisition ID: JR

At Sun Life Financial, we recognize that each individual brings a unique background, experience, and perspective. Here, you will be encouraged and empowered to excel. Collaborate with talented colleagues who are eager to share their expertise. Our leadership team is dedicated to inspiring you to reach your full potential and achieve new heights. Each day presents fresh opportunities to enhance the lives of our Clients, who are central to our mission.

Position Overview:

6-month training contract leading to a long-term career as a Sun Life Advisor

The Advisor Trainee role offers a distinctive chance to become part of the Sun Life Prospr advisor team, operating from a local Sun Life District office. As a licensed advisor, your responsibilities will include:

  • Delivering comprehensive life, health, and wealth solutions to both new and existing clients.
  • Allocating 50% of your time collaborating with the Prospr advisor team, reporting to the Manager, Prospr by Sun Life.
  • Spending the remaining 50% gaining insights into the Independent Contractor Advisor role, working alongside the Director of the local Sun Life District office.
  • Receiving essential product, technical, and sales training to excel in the advisor position.
  • Building and nurturing relationships with a designated group of existing Sun Life clients.

Benefits of the Role:

  • Opportunity to work in a flexible office environment, including virtual options as needed.
  • Competitive salary during the training contract.
  • Engagement in a positive, dynamic, and collaborative workplace where your ideas are valued.
  • Access to a culture focused on continuous improvement, personal growth, and career advancement. A decision regarding your transition to an Independent Contractor advisor or another advisory role will be made at the end of the 6-month period.

Licensing Requirements:

  • Active Life License (LLQP) is required.

Key Responsibilities:

  • Conducting inbound and proactive outbound calls to arrange meetings with clients.
  • Facilitating face-to-face or virtual meetings to:
    • Provide ongoing client service as needed.
    • Identify any gaps in their current plans.
    • Offer trusted advice to help clients achieve their financial goals.
    • Collaborate with District leadership and resource teams to stay updated on product and regulatory changes.
    • Maintain good standing in registration and licensing.

Required Skills:

  • Bachelor's degree or 3+ years of relevant experience.
  • Experience in Mutual Fund and/or Insurance sales and service.
  • Strong knowledge and enthusiasm for retail insurance and investment products.
  • Self-motivated with a robust work ethic.
  • Ability to cultivate and maintain client relationships.
  • Excellent verbal and written communication skills.
  • Capacity to inspire others to take action.
  • Business development acumen.

Preferred Qualifications:

  • Active Mutual Fund License (MFDA).
  • CFP designation.
  • Experience in a blended or outbound Call Centre environment.
  • Knowledge of Sun Life Individual Insurance and Investment products.
  • Familiarity with client relationship management tools.
  • Ability to utilize digital tools for engaging client interactions.

Candidates must possess a post-graduation work permit.

Salary Range: 56,000

Job Category: Sales - Client Relationship Management

At Sun Life, we value diversity and inclusion, believing that a diverse workforce enhances our ability to serve clients and enriches our workplace. We welcome applications from qualified individuals from all backgrounds.

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

Shine Together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment fosters your career growth and success.

Shape the Future

With a focus on innovation and transformation, we invite you to be part of a team that drives positive change and enhances the lives of our clients.

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