Sun Life Financial
Junior Advisor Program at Sun Life
Job Description
Kickstart your career as a Junior Advisor with Sun Life's innovative training program. This temporary six-month role combines practical experience with comprehensive coaching to elevate your advisory skills.
This position is perfect for self-motivated individuals eager to learn and help clients navigate financial decisions. You’ll gain insights into Sun Life’s suite of products, while developing essential business acumen. With a dedicated leadership team to support your growth, this program prepares you for a successful transition into a full advisory role.
Key Responsibilities:
• Operate within a local Sun Life District office
• Cultivate knowledge of financial products for clients
• Achieve dual licensing in both insurance and mutual funds
• Manage client communications effectively
• Participate in business development initiatives
Requirements:
• Proven record of success in academic or professional settings
• Knowledgeable and passionate about financial ...
This position is perfect for self-motivated individuals eager to learn and help clients navigate financial decisions. You’ll gain insights into Sun Life’s suite of products, while developing essential business acumen. With a dedicated leadership team to support your growth, this program prepares you for a successful transition into a full advisory role.
Key Responsibilities:
• Operate within a local Sun Life District office
• Cultivate knowledge of financial products for clients
• Achieve dual licensing in both insurance and mutual funds
• Manage client communications effectively
• Participate in business development initiatives
Requirements:
• Proven record of success in academic or professional settings
• Knowledgeable and passionate about financial ...