Advisor Trainee- Advisor Development Program

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. Advisor Trainee Position A temporary contract of up to six months, this unique opportunity allows you to explore a rewarding career in financial advice. 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 confidence and business acumen, establishing a solid foundation for future success as an advisor. Are you someone who: Loves talking to people and comfortable providing advice Is disciplined and motivated Values independence Loves learning and developing new skills If so, this could be the perfect opportunity to begin your journey with Sun Life 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 the 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 funds 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 identify personal market opportunities Execute key activities in preparation for graduation from the program and launch of your advisor career Your time will be split between working within the Prospr advisor team (reporting to an ADP sales manager) and gaining exposure to the role of a standalone advisor working with the local Sun Life district leadership team We are looking for someone who: Has a history of achievements (professional, academic, athletics, etc.) Has strong knowledge and passion for 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 an LLQP license or has completed all course/exam requirements (required) Nice to have: Mutual Fund license or course/exam completion Business development skills When a new position becomes available that 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 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 email a request to thebrightside@sunlife.com. Hybrid Work 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 Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. Artificial Intelligence We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. Contact 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 12/01/2026 #J-18808-Ljbffr