Advisor Development Program Trainee

4 weeks ago

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

Location: Markham, Ontario

Employment Type: Full-time

Job ID: JR

At Sun Life Financial, we recognize that every individual brings a unique set of experiences and perspectives. Here, you will be encouraged and supported to reach your fullest potential. Collaborate with a team of professionals who are eager to share their expertise and insights. Our leadership is dedicated to inspiring you to achieve new heights in your career. Every 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 to collaborate with the Prospr advisor team under the guidance of the Manager, Prospr by Sun Life.
  • Spending the remaining 50% gaining insights into the Independent Contractor Advisor role alongside the Director of the local Sun Life District office.
  • Receiving essential training in products, technical knowledge, and sales strategies 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 dynamic office environment (and remotely as needed) in one of Sun Life's key growth areas across Canada.
  • Competitive salary during the training period.
  • Engagement in a collaborative and positive workplace where your ideas are valued.
  • Access to an environment focused on continuous improvement and personal development, with long-term career opportunities available.

Licensing Requirements:

  • Must possess a valid and active Life License (LLQP).

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 needs or gaps in their current plans,
    • Offer trusted advice to meet their goals and deliver personalized financial recommendations.
    • Collaborate closely with District leadership and resource teams to stay updated on product and regulatory changes.
    • Maintain registration and licensing in good standing.

Qualifications:

  • 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 relationships.
  • Excellent verbal and written communication skills.
  • Capacity to inspire others to take action.
  • Business development acumen.

Preferred Qualifications:

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

Candidates must possess a post-graduation work permit at a minimum.

Salary Range: Competitive

Job Category: Sales - Client Relationship Management

At Sun Life, we are committed to fostering a diverse and inclusive workforce that reflects the communities we serve. 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.

Empower Your Future:

At Sun Life, you can thrive in a supportive, flexible, and inclusive environment. Our global presence and commitment to helping Clients achieve financial security and healthier lives make us a leader in the industry. Join us in shaping a brighter future.

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