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Added 3 months ago
CA Financial Advisor
Edward Jones
Thunder Bay, Ontario
$38,500 to $100,000 CAD / year
Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 3 months ago
CA Financial Advisor
Edward Jones
Orillia, Ontario
$38,500 to $100,000 CAD / year
Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 10 days ago
Banking Advisor
RBC
Winnipeg, MB
Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 10 days ago
Banking Advisor
Royal Bank of Canada
Winnipeg, MB
Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 2 months ago
Advisor Trainee- Advisor Development Program
Sun Life
Burnaby, British Columbia · Richmond, British Columbia · Vancouver, British Columbia
Full-time
…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…
Added 1 month ago
Canada Registered Branch Associate Trainee
Edward Jones
London, ON
Full-time
…Organization (CIRO), who create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial…
Added 11 days ago
CA Financial Advisor
Edward Jones
Victoria, BC
$38,500 to $100,000 CAD / year
Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 11 days ago
CA Financial Advisor
Edward Jones
London, ON
$38,500 to $100,000 CAD / year
Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 11 days ago
CA Financial Advisor
Edward Jones
Toronto, ON
$38,500 to $100,000 CAD / year
Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 12 days ago
Client Advisor
Royal Bank of Canada
Bracebridge, ON
Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 12 days ago
Client Advisor
RBC
Bracebridge, ON
Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 17 days ago
Client Advisor
Royal Bank of Canada
Prescott, Ontario
Part-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 17 days ago
Banking Advisor
Royal Bank of Canada
Ottawa, ON
Full-time
The following posting is for candidates to apply for current and future Banking Advisor opportunities in Ottawa East.
Added 16 days ago
Client Advisor - Bilingual (Mandarin)
Royal Bank of Canada
Ottawa, ON
Part-time
This is an opportunity for candidates to express their interest in current and future, part-time and full-time Client Advisor positions across our Ottawa Communities. Includes locations…
Added 16 days ago
Banking Advisor - Bilingual (Mandarin)
Royal Bank of Canada
Ottawa, ON
Full-time
This is an opportunity for candidates to express their interest in current and future Banking Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central,…
Added 4 months ago
Client Advisor - Bilingual (Mandarin)
RBC
Ottawa, Ontario
Part-time
This is an opportunity for candidates to express their interest in current and future, part-time and full-time Client Advisor positions across our Ottawa Communities. Includes locations…
Added 4 months ago
Banking Advisor - Bilingual (Mandarin)
RBC
Ottawa, Ontario
Full-time
This is an opportunity for candidates to express their interest in current and future Banking Advisor positions across our Ottawa Communities. Includes locations such as; Ottawa Central,…
Added 4 months ago
Banking Advisor
RBC
Ottawa, Ontario
Full-time
The following posting is for candidates to apply for current and future Banking Advisor opportunities in Ottawa East.
Added 4 months ago
Client Advisor
RBC
Prescott, Ontario
Part-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits

No more jobs.

Sun Life

Advisor Trainee- Advisor Development Program

Burnaby, BC, Canada
Richmond, BC, Canada
Vancouver, BC, Canada

Job type: Full-time
Posting language: English
Posted: Jul 13, 2026

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Original job description

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:

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.

The Advisor Trainee position is a temporary contract of up to six-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, 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 your confidence and business acumen, establishing a solid foundation for your future success as an advisor.

Are you someone who:

loves talking to people and comfortable providing advice? is disciplined and motivated? values your 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 local 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 fund 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 start to identify your 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 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 of 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 LLQP license or has completed all course/exam requirements (required)

Nice to have:

Mutual Fund License or course/exam completion Demonstrated ability to motivate others to action Business development skills

When a new position becomes available which 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 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 [email protected].

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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:

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More about this job

Responsibilities

Trainees will gain hands-on experience in providing holistic life, health, and wealth solutions to clients while obtaining dual licensing in insurance and mutual funds. The role involves handling inbound and outbound calls and executing business development activities to identify market opportunities.

Requirements

Candidates must possess an LLQP license or have completed all course and exam requirements. A history of achievement, strong communication skills, and a passion for retail insurance and investment products are required.

Skills

Financial Planning
Relationship Management
Business Development
Communication Skills
Insurance Sales
Investment Advice
Holistic Wealth Solutions
Customer Engagement
Motivation

Benefits

Competitive Salary
Incentives
Licensing Fee Support
Professional Development Coaching

Visa sponsorship

Not detected in the job text

Keywords

LLQP License
Mutual Fund License
Financial Advice
Retail Insurance
Investment Products
Business Acumen
Wealth Management
Life Insurance
Health Insurance
Prospr
Sun Life

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