Advisor Trainee- Advisor Development Program

Sun Life Financial; Surrey; Hybrid; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Licensing fee support

Incentives and digital tools

Job summary

Sun Life Financial invites you to join the Advisor Trainee program, a six-month contract aimed at launching a rewarding advisory career. You’ll gain hands-on coaching, learn Sun Life tools, and work with local leadership to build confidence and business acumen.

You’ll start with licensing in insurance and mutual funds and grow through dedicated development opportunities. Remote and in-office hybrid work is available, with a focus on client relationships and ongoing learning.

Qualifications

• Excellent communication skills, both verbal and written.
• Self-motivated with a strong work ethic.
• Ability to engage, develop and maintain relationships.

Responsibilities

• Work out of a local Sun Life District office.
• Obtain dual licensing in insurance and mutual fund.
• Handle inbound and outbound calls providing life, health and wealth solutions.
• Complete business development activities and target personal market opportunities.
• Support graduation from the program to an advisor career.

Skills

Communication skills

Relationship building

Self-motivated

Motivate others to action

Dual licensing planning

Education

LLQP license or courses completed

Mutual Fund License

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Advisors love to build long-term relationships with people and help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life. The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain hands‑on experience, receive personalized coaching and access cutting‑edge digital tools – while embarking on an exciting learning journey with meaningful opportunities for growth and development. This experience will help you build your confidence and business acumen, establishing a solid foundation for your future success as an advisor.

Are you someone who:

• loves talking to people and comfortable providing advice?
• is disciplined and motivated?
• values your independence?
• loves learning and developing new skills?

What’s in it for you?

• “Earn while you learn” with a competitive salary and incentives including licensing fee support.
• Hands‑on experience that builds confidence and business expertise
• A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long‑term success
• Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients.
• A culture that celebrates excellence and inclusivity.
• A purpose‑driven career helping people in your community become more financially secure.
• The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program

What will you do?

• Work out of a local Sun Life District office
• Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
• Obtain dual licensing in insurance and mutual fund
• Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
• Complete business development activities and start to identify your personal market opportunities
• Execute key activities in preparation for graduation from the program and launch of your advisor career

We are looking for someone who:

• Has a history of achievements (professional, academic, athletics, etc.)
• Has strong knowledge and passion of retail insurance and investment products
• Is self‑motivated with a strong work ethic
• Enjoys engaging, developing and maintaining relationships with people
• Has excellent communication skills, both verbal and written
• Has the ability to motivate others to action
• Has LLQP license or has completed all course/exam requirements (required)
• Nice to have: Mutual Fund License or course/exam completion
• Demonstrated ability to motivate others to action Business development skills

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Job Category: Sales - Client Relationship Management

Posting End Date: 04/09/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far‑reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers