Advisor Trainee: Launch Your Finance Career

Sun Life Financial; Canada; Hybrid; CAD 54,000 - 66,000; Part time

Benefits offered by this job

Licensing fee support

Hybrid work model

Job summary

Sun Life Financial is recruiting for an Advisor Trainee in Canada. This temporary four‑month program offers hands-on learning, coaching, and access to digital tools to build confidence and business acumen as you start an advisory career.

You’ll split time between Prospr advisor team exposure and a pathway toward a standalone advisor role, with licensing in insurance and mutual funds and guidance from dedicated sales managers.

Qualifications

• Experience or strong interest in retail insurance and investments.
• Customer-facing skills with focus on building relationships.
• Licensed or near-licensure in LLQP required or in progress.

Responsibilities

• Work out of a local Sun Life District office.
• Gain knowledge of Sun Life products, tools and processes.
• Obtain dual licensing in insurance and mutual fund.
• Handle inbound/outbound calls delivering holistic life, health and wealth solutions.
• Complete business development activities and identify personal market opportunities.
• Prepare for graduation from the program and launch of advisor career.

Skills

Retail insurance

Investment products

Communication skills

Self-motivated

People skills

Motivate others

Education

LLQP license

Job description

Sun Life Financial is recruiting for an Advisor Trainee in Canada. This temporary four‑month program offers hands-on learning, coaching, and access to digital tools to build confidence and business acumen as you start an advisory career.

You’ll split time between Prospr advisor team exposure and a pathway toward a standalone advisor role, with licensing in insurance and mutual funds and guidance from dedicated sales managers.