Advisor Trainer

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

We're seeking an experienced Advisor Trainer to join our growing Training & Development team. This role is crucial in delivering exceptional learning experiences to Sun Life Financial Distribution (SLFD) & Prospr advisors and managing relationships with field leaders.

What will you do?

Training Delivery

• Execute training strategies for assigned content streams and audiences
• Deliver workshops, forums, and learning events on insurance and wealth offerings
• Conduct train-the-trainer sessions as needed
• Manage learner interactions before, during, and after training events

Relationship Management

• Collaborate with key business partners to identify needs and evaluate business initiatives
• Partner across 3rd party, SLFD, and Prospr for relevant content
• Support product launches and campaigns, as needed

Content Development and Improvement

• Contribute to developing and maintaining learning content
• Review and update training materials
• Identify opportunities for program enhancements
• Collaborate on sales tools and concepts used in the Client For Life Interaction Model

What do you need to succeed?

• Post-secondary education
• 5-7 years progressive experience in financial services
• Strong understanding of financial services marketplace, focusing on wealth and insurance products
• Experience in facilitation and communication skills
• Advanced proficiency in Microsoft Office, Adobe Suite, and learning management systems
• Adaptability and ability to manage deadlines and change
• Full professional capacity in English

Preferred

• CFP, CLU, or other industry designations
• Certification in Adult Learning
• Bilingualism (French/English) required for Quebec
• Experience in marketing, business, or communications roles

Impact

• Lead professional growth of SLFD and Prospr advisors
• Create outstanding learning experiences
• Contribute to SLFD strategic plan and key performance metrics

Additional Information

• Occasional travel may be required (regionally and nationally)

Join our team and make a significant impact on the professional development of financial advisors in a dynamic, growth-oriented environment

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 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 e-mail a request to

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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