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investment advisor - personal finances
Title posted on Jobillico - Advisor Trainee, Advisor Development Program
Posted on June 05, 2024 by Employer details Financière Sun Life
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<p><b>Job Description:</b></p><p><span><b>**12 month learning contract</b> (educative pilot)</span></p><p></p><p>About the role and Prospr:</p><p></p><p>Sun Life is offering a brand new opportunity to <b>focus on the clients</b> and use your expertise to provide them with solutions. <span>As a licensed advisor trainee in this role, you will:</span></p><p></p><p>(more about this <b>learning opportunity</b>...)</p><ul><li><p><span>Provide holistic life, health, and wealth solutions to new and existing Sun Life clients.</span></p></li><li><p><span>Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life). </span></p></li><li><p><span>Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun Life District office). </span></p></li><li><p><span>Receive the appropriate product, technical and sales training and support required to perform the advisor role.</span></p></li><li><p><span>Develop the skills required to cultivate and develop relationships with a block of existing Sun Life clients that you will be assigned.</span></p></li></ul><p></p><p><b>What will you do? </b></p><ul><li><p><span>Inbound and pro-active outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.</span></p></li><li><p><span>Conduct face-to-face or virtual meetings with clients to:</span></p></li><li><p><span>provide on-going service to clients as required,</span></p></li><li><p><span>Identify needs or gaps in their existing plan, </span></p></li><li><p><span>provide trusted advice to address their goals and deliver personalized, ongoing financial recommendations to help clients work toward their long-term investment and retirement goals.</span></p></li><li><p><span>Work closely with the District leadership and resource teams to stay current on product and regulatory updates. </span></p></li><li><p><span>Maintain registration and licensing in good standing.</span></p></li></ul><p></p><p><b>What do you need to succeed: </b></p><ul><li><p><span>Valid and active Life License (LLQP) **a requirement to begin in the role.</span></p></li><li><p><span>Experience in blended or outbound Call Centre or telephone servicing </span></p></li><li><p><span>Ability to leverage digital tools to create engaging client interactions.</span></p></li><li><p><span>Experience using Salesforce.com</span> <span>for client relationship management </span></p></li><li><p><span>Bachelor?s degree or 3+ years of relevant experience </span></p></li><li><p><span>Mutual Fund and/or Insurance sales and service experience </span></p></li><li><p><span>Strong knowledge and passion of retail insurance and investment products </span></p></li><li><p>Self-motivated with a strong work ethic</p></li><li><p>Ability to develop and maintain relationships</p></li><li><p>Excellent communication skills, both verbal and written</p></li><li><p>Ability to motivate others to action</p></li><li><p>Business development skills.</p></li><li><p>As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required <b>for Quebec only</b> for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.</p></li></ul><p></p><p>assets:</p><ul><li><p><span>Valid and active Mutual Fund License (MFDA) </span></p></li><li><p><span>CFP designation</span></p></li><li><p><span>Sun Life Individual Insurance and Investment product knowledge </span></p></li></ul><p></p><p><b>What's in it for you? </b></p><p></p><ul><li><p><span>The opportunity to move along a variety of career paths with amazing networking potential</span></p></li><li><p>An environment of continuous learning and improvement</p></li><li><p>Access to our Global Learning Centre, available 24/7 for your learning needs</p></li><li><p><span>A collaborative and interactive team environme- LocationMontréal, QC
- Salary$54,300 to $88,300YEAR annually
- Terms of employment Term or contractFull time
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #13344924
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