Advisor Trainee - Launch Your Financial Advisory Career

Sun Life Assurance Company of Canada; Barrie; Hybrid; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid work model

Licensing support

Career development

Job summary

Sun Life’s Advisor Trainee program offers hands-on experience, coaching, and access to digital tools while preparing you for a career in financial advice. You’ll split time between a local Sun Life District office and exposure to a standalone advisor role with district leadership support.

You will gain dual licensing in insurance and mutual funds, earn salary while you learn, and benefit from a culture focused on development, inclusivity and client impact.

Qualifications

• Experience in financial services or advisory environments.
• Strong communication and relationship-building skills.
• LLQP license or completion of course/exam requirements.

Responsibilities

• Work from a local Sun Life District office and learn Sun Life products and processes.
• Gain dual licensing in insurance and mutual funds during the program.
• Handle inbound and outbound calls delivering holistic life, health and wealth solutions.

Job description

Sun Life’s Advisor Trainee program offers hands-on experience, coaching, and access to digital tools while preparing you for a career in financial advice. You’ll split time between a local Sun Life District office and exposure to a standalone advisor role with district leadership support.

You will gain dual licensing in insurance and mutual funds, earn salary while you learn, and benefit from a culture focused on development, inclusivity and client impact.