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Financial Advisory Career Launch Program

Company

Sun Life

Location

windsor, on

Type

Full-time

Join the Financial Advisory Career Launch Program to kickstart your career in financial advice. Experience hands-on training, gain industry knowledge, and develop client relationships from day one.

This temporary advisor trainee role is an exceptional chance to explore a financial advice career over six months. You'll collaborate with dedicated mentors and utilize digital resources while enhancing your skills in financial planning. This role is designed to establish a robust foundation for becoming a successful advisor.

Key Responsibilities:
• Operate from a local district office
• Learn about products and processes within the financial sector
• Obtain dual licensing in insurance and mutual funds
• Manage communication with clients through calls
• Start personal market development initiatives

Requirements:
• LLQP licensing certification or course completion
• Excellent relationship-building and communicati...

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