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Added 2 mins ago
Senior Manager, Business Valuations, Damages & Forensic Accounting
MNP
Toronto, ON
Full-time
…accounting investigations (e.g., asset misappropriation and financial irregularities). Our work demands strong analytical judgment, clear communication, and the ability to deliver…
Added 2 mins ago
Manager, Business Valuations, Damages & Forensic Accounting
MNP
Toronto, ON
Full-time
…accounting investigations (e.g., asset misappropriation and financial irregularities). Our work demands strong analytical judgment, clear communication, and the ability to deliver…
Added 2 mins ago
Analyst, Treasury
Fraser Health
New Westminster, BC
Full-time
This Treasury Analyst role with Fraser Health is focused on revenue analysis, budgeting, forecasting, financial reporting, and revenue optimization. The successful candidate would be…
Added 2 mins ago
Licensed Sales Advisor (Education Savings Specialist) - Pipeline
Embark Student Corp.
Remote, Canada
$60,000 to $90,000 CAD / year
Full-time · Remote
Familiarity with or eagerness to learn about financial products and services.
Added 2 mins ago
New Business Advisor
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Added 2 mins ago
Manager, Accounts Payable
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Added 2 mins ago
IT - IT Member Services - IT Project Manager
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Added 2 mins ago
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Added 15 mins ago
financial officer
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Experience in wealth management, investment administration, banking, or financial services
Added 15 mins ago
Analyst/Senior Analyst, Customer Operations
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Vancouver, BC
$85,000 to $125,000 CAD / year
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Added 15 mins ago
Foreign Exchange Teller – Ottawa Rideau Centre
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Added 17 mins ago
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Mamaweswen, The North Shore Tribal Council
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Added 17 mins ago
Microsoft 365 Solutions Specialist
Provincial Credit Union
PE · PEI, Prince Edward Island
Full-time
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Added 17 mins ago
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Added 17 mins ago
Manager, Fund Accounting – Hedge Funds
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5+ years in financial services with an exposure to accounting experience of hedge/mutual funds or investment companies
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…management, regulation, health and security, legal services, financial markets, etc.). As a key strategic function, this team aims to ensure the accuracy and consistency of the company’s…
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Actuarial Specialist, Auto Pricing
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…available! Our team is crucial in maintaining the company's financial health and competitive edge. By leveraging data analysis, actuarial science, and market research, we ensure…
Added 17 mins ago
Customer Experience Associate
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Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 17 mins ago
Customer Experience Associate
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Added 17 mins ago
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Added 17 mins ago
Personal Banking Associate Trainee
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Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 17 mins ago
Customer Experience Associate
TD
Toronto, ON
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Added 17 mins ago
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Sun Life

Advisor Trainee- Advisor Development Program

Abbotsford, BC, Canada
Surrey, BC, Canada

Job type: Full-time
Apply by: Sep 24, 2026
Posting language: English
Posted: Sep 22, 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

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.

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:

23/09/2026

Apply About employer

More about this job

Responsibilities

The advisor trainee will gain hands-on experience in financial advice by working with clients, obtaining dual licensing, and executing business development activities. The role involves splitting time between a dedicated advisor team and local district leadership to build professional expertise.

Requirements

Candidates must have a history of achievements and a strong passion for retail insurance and investment products. An LLQP license or completion of all course/exam requirements is mandatory for this position.

Skills

Financial advice
Business development
Relationship management
Insurance products
Investment products
Communication skills
Sales
Customer service
Financial planning
Coaching
Digital tools
Business acumen

Benefits

Competitive salary
Incentives
Licensing fee support
Professional development
Coaching

Visa sponsorship

Not detected in the job text

Keywords

Advisor Development Program
Financial Advice
Sun Life
LLQP
Mutual Fund License
Insurance
Investments
Business Development
Sales
Financial Security
Wealth Solutions
Prospr
Hybrid
Professional Development

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