Finance Advisor Trainee — Earn While You Learn (Hybrid)

Sunlife Québec; Rimouski; Hybrid; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Licensing fee support

Hybrid work arrangement

Incentive plans and base pay

Job summary

Sun Life is offering an Advisor Trainee position, a four-month contract designed to launch your advisory career. You will receive coaching, access to digital tools, and licensing support while learning to serve clients with holistic life, health, and wealth solutions.

You will work from a local Sun Life District office, gain product knowledge, and pursue dual licensing in insurance and mutual funds. The program blends team collaboration with hands-on client engagement.

Qualifications

• LLQP license or completed all course/exam requirements.
• Bilingualism (French and English) for interactions across Canada and worldwide.
• Strong communication skills and ability to build relationships.

Responsibilities

• Work out of a local Sun Life District office.
• Gain knowledge of Sun Life products, tools and processes while working with Sun Life Clients.
• Obtain dual licensing in insurance and mutual funds.
• Handle inbound and outbound calls providing holistic life, health, and wealth solutions.
• Develop business opportunities and prepare for graduation from the program.
• Split time between Prospr advisor team and exposure to a standalone advisor role.

Skills

Communication skills

Bilingual: French & English

Self-motivation

Relationship building

Education

LLQP license

Job description

Sun Life is offering an Advisor Trainee position, a four-month contract designed to launch your advisory career. You will receive coaching, access to digital tools, and licensing support while learning to serve clients with holistic life, health, and wealth solutions.

You will work from a local Sun Life District office, gain product knowledge, and pursue dual licensing in insurance and mutual funds. The program blends team collaboration with hands-on client engagement.