Advisor Trainee- Advisor Development Program (Edmonton)
Advisor Trainee- Advisor Development Program (Edmonton)
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Edmonton, Canada
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Posted: less than a week ago
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Description
Job Description
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 andexciting 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.Advisor Trainee Program
The Advisor Trainee position is a temporary contract of up to six months, designed to prepare you for a successful launch to an advisory career at Sun Life. In this role, you’ll gain hands‑on experience, receive personalized coaching, and access cutting‑edge digital tools while embarking on an exciting learning journey with meaningful opportunities for growth and development.Are you someone who?
loves talking to people and comfortable providing advice? is disciplined and motivated? values independence? loves learning and developing new skills? What’s in it for you?
Earn while you learn with a competitive salary and incentives, including licensing fee support. Hands‑on experience that builds confidence and business expertise. A supportive environment with dedicated sales managers and local district leadership focused on your professional development and long‑term success.Access to creative digital tools to help you stay connected, informed and ahead for your Clients. A culture that celebrates excellence and inclusivity. A purpose‑driven career helping people become more financially secure. The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program.What will you do?
Work out of a local Sun Life District office. Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients. Obtain dual licensing in insurance and mutual funds. Handle inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Clients.Complete business development activities and identify personal market opportunities. Execute key activities in preparation for graduation from the program and launch of your advisor career. Divide time between working within the Prospr advisor team and gaining exposure to the role of a standalone advisor with local district leadership.Qualifications
History of achievements (professional, academic, athletics, etc.). Strong knowledge and passion for retail insurance and investment products. Self‑motivated with a strong work ethic. Enjoys engaging, developing and maintaining relationships with people. Excellent verbal and written communication skills.Ability to motivate others to action. LLQP license or completion of all course/exam requirements (required). Nice to have
Mutual Fund License or course/exam completion. Demonstrated ability to motivate others to action. Business development skills. Diversity&Inclusion:
Diversity and inclusion are at the core of our values. 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 .
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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 andexciting 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.Advisor Trainee Program
The Advisor Trainee position is a temporary contract of up to six months, designed to prepare you for a successful launch to an advisory career at Sun Life. In this role, you’ll gain hands‑on experience, receive personalized coaching, and access cutting‑edge digital tools while embarking on an exciting learning journey with meaningful opportunities for growth and development.Are you someone who?
loves talking to people and comfortable providing advice? is disciplined and motivated? values independence? loves learning and developing new skills? What’s in it for you?
Earn while you learn with a competitive salary and incentives, including licensing fee support. Hands‑on experience that builds confidence and business expertise. A supportive environment with dedicated sales managers and local district leadership focused on your professional development and long‑term success.Access to creative digital tools to help you stay connected, informed and ahead for your Clients. A culture that celebrates excellence and inclusivity. A purpose‑driven career helping people become more financially secure. The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program.What will you do?
Work out of a local Sun Life District office. Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients. Obtain dual licensing in insurance and mutual funds. Handle inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Clients.Complete business development activities and identify personal market opportunities. Execute key activities in preparation for graduation from the program and launch of your advisor career. Divide time between working within the Prospr advisor team and gaining exposure to the role of a standalone advisor with local district leadership.Qualifications
History of achievements (professional, academic, athletics, etc.). Strong knowledge and passion for retail insurance and investment products. Self‑motivated with a strong work ethic. Enjoys engaging, developing and maintaining relationships with people. Excellent verbal and written communication skills.Ability to motivate others to action. LLQP license or completion of all course/exam requirements (required). Nice to have
Mutual Fund License or course/exam completion. Demonstrated ability to motivate others to action. Business development skills. Diversity&Inclusion:
Diversity and inclusion are at the core of our values. 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 .
#J-18808-Ljbffr
Highlights
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Company nameSun Life Financial
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Job positionAdvisor Trainee- Advisor Development Program (Edmonton)
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