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Added 1 day ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Barrie, ON · Owen Sound, ON
- 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 day ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Toronto, ON
- 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 day ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunties
Sun Life
London, ON · Stratford, ON · Windsor, ON
- 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 day ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Calgary, AB
- 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 day ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Calgary, AB
- 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 day ago
TD
Trainee Real Estate Agent
Turner Drake & Partners Ltd.
Halifax, NS
- Full-time
We offer a structured and well-coordinated development program that combines company-supported formal education through the University of British Columbia’s real estate program, in-house…
Added 2 days ago
PH
Pediatric Craniofacial Surgeon, Department of Pediatric Surgery - BC Children's Hospital & The University of British Columbia (UBC)
Provincial Health Services Authority
Vancouver, BC
- Full-time
…Opportunities for clinical research, quality improvement, and program development are available and…
Added 2 days ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Regina, SK
- 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 2 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
North Bay, ON
- Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 2 days ago
RB
Client Advisor - East York (Bilingual: Greek)
Royal Bank of Canada
Toronto, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 2 days ago
R
Client Advisor
RBC
Meadow Lake, SK
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 days ago
RB
Client Advisor
Royal Bank of Canada
Meadow Lake No. 588, SK · MEADOW LAKE, Saskatchewan
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 days ago
NF
Training Support Coordinator
Neilson Financial Services
Calgary, AB
- Full-time
…a key part in maintaining assessment standards, supporting advisor development, and ensuring a smooth transition from classroom training into the PUP (Post-Training Upskilling &…
Added 2 days ago
R
Client Advisor - East York (Bilingual: Greek)
RBC
Toronto, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 2 days ago
R
Banking Advisor Intern
RBC
North Bay, ON
- Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 3 days ago
UO
Senior Advisor, Program and Learner Support (PGME)
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Reporting to the Director, PGME, the Senior Advisor, Program and Learner Support, is responsible for the oversight and management of highly complex, high-risk cases for trainees in…
Added 3 days ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Princeton, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 3 days ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Kelowna, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 5 days ago
RB
Client Advisor - Etobicoke North (Bilingual: English and Cantonese/Mandarin/Italian/Spanish/Vietnamese/Russian/Turkish/Arabic)
Royal Bank of Canada
Toronto, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 5 days ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Gibsons, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 5 days ago
R
Client Advisor - Etobicoke North (Bilingual: English and Cantonese/Mandarin/Italian/Spanish/Vietnamese/Russian/Turkish/Arabic)
RBC
Toronto, ON
- Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 8 days ago
Trainee
Talent Acquisition Team at Westland Insurance. Text reply only.
Parksville, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 8 days ago
HI
Client Care Representative - Commercial Lines Trainee
HUB International
Chilliwack, BC
- Full-time
Minimum of one year commercial insurance experience as an Insurance Advisor
Added 8 days ago
RB
Client Advisor intern
Royal Bank of Canada
Hamilton, ON
- Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Added 8 days ago
R
Client Advisor intern
RBC
Hamilton, ON
- Full-time
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits

Sun Life

Advisor Trainee- Advisor Development Program -Future Opportunities

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Sep 10, 2027
Posting language: English
Posted: Oct 23, 2026

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 four-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

** The annual salary for this role is 60,000

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 thebrightside@sunlife.com.

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:

09/09/2027

Apply About employer

More about this job

Responsibilities

The advisor trainee will gain hands-on experience in financial advice by working with clients and learning Sun Life products and tools. They will perform business development activities and handle inbound and outbound calls to provide holistic life, health, and wealth solutions.

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 role.

Skills

Financial advice
Business development
Relationship management
Communication
Sales
Insurance
Mutual funds
Client service
Financial planning
Coaching
Business acumen
Motivation

Benefits

Licensing fee support
Competitive salary
Incentive plans
Professional development
Personalized coaching

Visa sponsorship

Not detected in the job text

Keywords

Advisor Development Program
Financial Security
LLQP
Mutual Fund License
Sales
Wealth Solutions
Business Development
Financial Advice
Insurance
Investment Products
Coaching
Hybrid Work
Professional Development
Incentive Plans

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