Develop financial advice skills through Sun Life’s Advisor Development Program, combining client conversations with licensing preparation. Work options include office and virtual arrangements.
As an Advisor Trainee, you will explore financial advice during a temporary contract of up to six months. Hands-on experience, coaching, and digital tools support learning across insurance, mutual funds, and client solutions. Your schedule spans Prospr advisor team work and exposure to standalone advisory responsibilities.
Key Responsibilities:

Obtain dual licensing in insurance and mutual funds
Handle inbound and outbound Client conversations
Deliver holistic life, health, and wealth solutions
Identify personal market opportunities through business development
Prepare for program graduation and advisor career launch
Requirements:

LLQP license or completed required courses and examinations
Passion for retail insurance and investment products
History of professional, academic, or athletic achievements
Strong verbal and written communication abilities
Ability to motivate others toward action
Apply communication, licensing, and relationship-building strengths while developing the foundation for financial advice at Sun Life.

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Financial Services Advisor Development Trainee