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:

** 6 month learning contract leading to a long term career as a Sun Life Advisor!

The Advisor Trainee position is a unique opportunity that will provide the incumbent the opportunity to join the Sun Life Prospr advisor team working out of a local Sun Life District office. As a licensed advisor in this role, you will

• 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’s in it for you? 

• The ability to work in an office setting (and virtually as required) in one of Sun Life’s key growth locations across Canada.  

• A competitive salary during the contract

• The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard.

• The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development. This position is designed to provide you with long-term development opportunities within Sun Life. At the 6-month mark, a decision will made whether to transition to become an Independent Contractor advisor, to join an existing advisory team, or to continue in a dedicated role within the Prospr advisor team.

 Licensing Requirements: 

• Valid and active Life License (LLQP) 

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.

 Skills required for the role

• 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.

• 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 

• Experience in blended or outbound Call Centre or telephone servicing 

• Sun Life Individual Insurance and Investment product knowledge 

• Experience using Salesforce.com for client relationship management 

• Ability to leverage digital tools to create engaging client interactions.

Candidate must, at a minimum, have a post-graduation work permit.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  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 [email protected].

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.

Salary Range:

54,300/54 300 - 88,300/88 300

Job Category:

Sales - Client Relationship Management

Posting End Date:

25/08/2024