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Added 4 mins ago
RC
Investment Advisor Assistant
Research Capital Corporation
Vancouver, BC
- Contract
We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your…
Added 7 mins ago
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Personal Finance Advisor
Desjardins
Thetford Mines, QC · Caisse Desjardins de la Région de Thetford
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 7 mins ago
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Mobile Mortgage Advisor – Bilingual
CIBC
Pointe-Claire, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 mins ago
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Mobile Mortgage Advisor – Bilingual
CIBC
Pointe-Claire, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 7 mins ago
HI
Advisor Experience Specialist
HUB International
Woodbridge, ON
- Full-time
…independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial…
Added 7 mins ago
Business Advisor Trainee - GTA West District, ON
Scotiabank
Oakville, ON
…Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey…
Added 7 mins ago
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Advisor, Supply Chain Management Major Projects,
Enbridge
Calgary, AB · Edmonton, AB
- Full-time
…operational excellence, innovation, and sustainable growth. As an Advisor, Supply Chain Management Major Projects, you will play a key role in supporting our SCM Projects team by ensuring…
Added 13 mins ago
CL
Service & Parts Advisor
Charger Logistics Inc.
Brampton, ON
- Full-time
Charger Logistics is looking for a Service & Parts Advisor to support the day-to-day operations of our truck and trailer maintenance shop based out of our Brampton location. The ideal…
Added 13 mins ago
PA
Service Advisor
Palladino Auto Group
Sudbury, ON · Greater Sudbury, ON
- Full-time
The Service Advisor is the first point of contact for customers coming into our Service department, and build lasting relationships with their customers, and advise them on the best…
Added 16 mins ago
QR
Conseiller- Chaîne d'approvisionnement
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Montreal, QC
- Full-time
Added 25 mins ago
BC
Senior Claims Advisor
BFL CANADA
Hamilton, ON · London, ON · Toronto, ON · Waterloo, ON
- Full-time
We are looking for a Senior Claims Advisor to join our team in our Toronto, London, Waterloo, or Hamilton offices!
Added 37 mins ago
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Bilingual ATS Service Desk Specialist II (French Bilingual exp)
Bevertec
Montreal, QC
- Contract
Job Role: Bilingual ATS Service Desk Specialist II (French Bilingual exp)
Added 37 mins ago
SR
Senior Human Resources Advisor
Saskatchewan Research Council (SRC)
Saskatoon, SK
- Full-time
…Rare Earth Processing Facility. As a Senior Human Resources Advisor, you will help build and support the talented, multidisciplinary teams who solve complex challenges and deliver projects…
Added 43 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 48 mins ago
WC
Admissions Advisor - Surrey Campus
Western Community College
BC · Surrey, British Columbia
- Full-time
The Admissions Advisor will guide prospective students through the admissions and enrolment process while building strong relationships with potential students. This role requires a…
Added 48 mins ago
C
Director, Modernization & Change Enablement (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Coach Leadership: Act as a trusted advisor and executive coach to leadership teams, guiding them on their roles as active, visible sponsors of change.
Added 1 hour ago
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Manager, Strategic Sourcing
RCL - Reitmans Canada Ltd/Ltée
Montreal, QC
- Full-time
…agreements and manage supplier risk, acting as a trusted commercial advisor every step of the…
Added 1 hour ago
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Branch Operations Manager
RBC
Guelph, ON
- Full-time
…administrative leadership to the Branch Management Team and Advisor teams. The role ensures daily branch operational and regulatory compliance while overseeing HR administration, client…
Added 1 hour ago
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Client Advisor
RBC
Greenstone, ON
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
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Banking Advisor
RBC
St. Marys, ON
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 hour ago
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Financial Advisor
RBC
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
FH
Clinical Pharmacist, Primary Care Network - Fraser Health Community South Fraser
Fraser Health
Delta, BC
- Full-time
…We provide an integrated approach to pharmaceutical care and service excellence to patients, residents, and clients. We are committed to investing in your professional development and in…
Added 1 hour ago
T
Senior Relationship Manager
TD
Windsor, ON
- Full-time
CUSTOMER: Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Added 1 hour ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 1 hour ago
SL
Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Ajax, ON · Kingston, ON · 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…

Sun Life

Advisor Trainee- Advisor Development Program -Future Opportunties

London, ON, Canada
Stratford, ON, Canada
Windsor, ON, Canada

Full-time

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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

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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 practical skills and business acumen.

Requirements

Candidates must possess an LLQP license or have completed all course and exam requirements. A history of achievements, strong work ethic, and excellent communication skills are required for this role.

Skills

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

Benefits

Licensing fee support
Incentive plans
Professional development
Coaching
Hybrid work flexibility

Visa sponsorship

Not detected in the job text

Keywords

Advisor Development Program
Financial Advice
LLQP
Insurance
Mutual Funds
Business Development
Sales
Financial Security
Wealth Solutions
Prospr
Hybrid Work
Coaching
Professional Development
Incentive Plans

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