Job Description
Launch your advisory career with Sun Life’s Advisor Development Program. This role offers a blend of learning, client interaction, and practical training, aimed at fostering financial security for clients.
As an Advisor Trainee, you’ll work closely with mentoring leaders and experienced colleagues. This temporary contract will help you gain valuable industry insights while preparing for your future as an advisor. You will utilize cutting-edge digital tools to provide holistic solutions for our clients' needs.
Key Responsibilities:
• Gain knowledge of products and practical skills
• Achieve dual licensing in insurance and mutual fund
• Conduct holistic client calls and solution presentations
• Engage in local market development activities
• Collaborate with advisor teams and leadership
Requirements:
• Proven achievements in academics or professional settings
• Passion for retail insurance and investment products
• Strong communication and motivational sk...
As an Advisor Trainee, you’ll work closely with mentoring leaders and experienced colleagues. This temporary contract will help you gain valuable industry insights while preparing for your future as an advisor. You will utilize cutting-edge digital tools to provide holistic solutions for our clients' needs.
Key Responsibilities:
• Gain knowledge of products and practical skills
• Achieve dual licensing in insurance and mutual fund
• Conduct holistic client calls and solution presentations
• Engage in local market development activities
• Collaborate with advisor teams and leadership
Requirements:
• Proven achievements in academics or professional settings
• Passion for retail insurance and investment products
• Strong communication and motivational sk...