Overview
Advisor Trainee Program Jobs in Oakville, Canada at Sun Life Financial
Title: Advisor Trainee Program
Company: Sun Life Financial
Location: Oakville, Canada
Category:
Position: Advisor Trainee Program at Sun Life
Kickstart your financial advisory career with Sun Life’s Advisor Trainee Program in Ontario. Gain hands-on experience while receiving personalized coaching and access to innovative digital tools.
This full-time, six-month temporary contract is designed for those passionate about helping clients achieve financial security. As an Advisor Trainee, you will develop skills in business development, financial solutions, and client relations. Enjoy a supportive environment with local leadership to guide your journey in financial advice.
Key Responsibilities:
• Engage with clients to build lasting relationships
• Provide holistic financial solutions over calls
• Participate in business development activities
• Gain knowledge of Sun Life products and processes
• Prepare for transition to an Advisor role upon program completion
Requirements:
• Completed LLQP licensing course/exams
• Strong knowledge of insurance and investment products
• Excellent verbal and written communication skills
• Proven ability to motivate others
• Self-motivated with a strong work ethic
Leverage your skills in communication and relationship building to make a positive impact for Sun Life clients.
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