Financial Services Advisor Development Trainee
Sun Life Assurance Company of Canada
Start an advisory career with Sun Life through hands-on Client experience, personalized coaching, and a temporary hybrid training contract.
The Advisor Trainee position offers up to four months of structured development for people exploring financial advice. You will strengthen confidence and business expertise while learning Sun Life products, processes, and practical skills. The program includes licensing support and exposure to both Prospr advisor teams and local District leadership.
Key Responsibilities:
- Gain hands-on experience working directly with Sun Life Clients
- Obtain dual licensing in insurance and mutual funds
- Handle inbound and outbound calls with new Clients
- Identify personal market opportunities through business development activities
- Prepare for program graduation and an advisor career
Requirements:
- Comfort providing advice and engaging with people
- Strong knowledge of retail insurance and investment products
- Independence, motivation, and disciplined work habits
- Ability to motivate others to action
- LLQP license or completed required courses and exams
Turn Client conversations, licensing progress, and business development activities into a foundation for financial advice at Sun Life.
#J-18808-LjbffrReference: WJ-4483_1623294 · Posted 14 Nov 2026, 03:14 AM