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

• 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.