Financial Advisor Trainee at Sun Life (Whitby)

Kickstart your financial advisory career with the unique Advisor Trainee program at Sun Life. Gain practical experience, specialized coaching, and access to creative tools to succeed in client relationships. Sun Life is seeking motivated individuals for its six-month Advisor Trainee position. This role offers a blend of hands-on experience with clients and personalized coaching on insurance and investment products. Ideal candidates should be enthusiastic about financial planning and developing strong connections with clients. Key Responsibilities: • Work from a local Sun Life District office • Learn Sun Life products and tools to assist clients • Obtain dual licensing in insurance and mutual funds • Handle inbound/outbound client calls for holistic solutions • Execute business development and market opportunity identification Requirements: • History of achievements in any field • Knowledge of retail insurance and investment products • Self-motivated with strong communication skills • Completed LLQP licensing requirements • Ability to motivate and engage with clients Prepare for a vibrant career in financial services with Sun Life's supportive training environment and growth opportunities. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pqzgo