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Added 15 mins ago
B
Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC
- $140,000 to $170,000 CAD / year
- Full-time
…risk across the portfolios, including direct / co-invest and fund-type…
Added 44 mins ago
R
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
RBC
Toronto, ON
- Full-time
4-6 years of related work experience at a financial institution and/or regulated securities/mutual fund dealer/and or securities regulatory body
Added 59 mins ago
S
Senior Analyst of Financial Reporting and Consolidation / Analyste principal(e), Information financière et consolidation
Sagard
Montreal, QC
- Full-time
Prepare consolidated reporting of fund and management performance metrics and support the preparation of MD&A
Added 1 hour ago
CA
Financial Analyst
Centurion Asset Management Inc.
Toronto, ON
- Full-time
Assist with fund administration tasks including the processing of monthly cash distributions and redemptions. Complete reconciliation of units, cash and distributions between external and…
Added 1 hour ago
TC
Manager, Fund of Funds - Private Assets
The Citco Group Limited
Toronto, ON
- Full-time
3 - 5 years of fund accounting experience in either a Private Equity Fund, Private Equity Fund Administrator or other financial institution where the accountant has gained financial…
Added 1 hour ago
TC
Supervisor, Fund Accounting, Funds of Funds - Private Assets
The Citco Group Limited
Toronto, ON
- Full-time
4+ years of fund accounting experience in either a Private Equity Fund, Private Equity Administrator, or other financial institution where the accountant has gained financial products…
Added 1 hour ago
SS
Office Manager
Sienna Senior Living
St. Catharines, ON
- Full-time
Oversee a petty cash system and a trust fund for petty cash disbursements
Added 1 hour ago
TM
Senior Financial Accountant (9 month contract) / Comptable financier principal (contrat de 9 mois)
The Maples Group (Financial Services)
Montreal, QC
- Contract
- Temporary
Position: Senior Financial Accountant (9 month contract)
Added 1 hour ago
MG
Senior Financial Accountant (9 month contract) / Comptable financier principal (contrat de 9 mois)
Maples Group
Montreal, QC
- Contract
Position: Senior Financial Accountant (9 month contract)
Added 1 hour ago
R
Branch Manager
RBC
Medicine Hat, AB
- Full-time
Completed an acceptable mutual fund branch management exam offered by the CSI, or ability to write an exam within 4 months of start date
Added 1 hour ago
BC
Financial Solutions Specialist - Nordel Branch
Beem Credit Union
Surrey, BC
- Full-time
Licensed Investment Advice & Mutual Fund Sales
Added 1 hour ago
UR
Branch Manager
United Rentals
Edmonton, AB · Branch EAT Edmonton, AB
- Full-time
Added 2 hours ago
BR
Legal Counsel
BJRC Recruiting
Toronto, ON
- $175,000 to $230,000 CAD / year
- Full-time
Support the legal and governance requirements of fund structures, management entities, and portfolio companies
Added 2 hours ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 2 hours ago
SS
Executive Director
Summit Search Group
Whitby, ON
- Full-time
…You will oversee all aspects of operations, financial health, fund development, and community-centered programming that align with the Gallery’s Strategic…
Added 2 hours ago
M
Senior Financial Analyst
Manulife
Toronto, ON · Montreal, QC
- Full-time
Manulife's Investment Division runs the Company’s General Fund on-balance sheet assets (GA) and through Manulife Investment Management, handles assets for clients and investment funds in…
Added 2 hours ago
GT
Controls Tester
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $40 to $45 CAD / hour
- Contract
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
GT
Communications Specialist
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $55 to $60 CAD / hour
- Contract
Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
CF
Directeur/directrice du développement des affaires
CI Financial
Montreal, QC
- Full-time
Added 2 hours ago
D
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers
Added 3 hours ago
TP
Coordinator, Fundraising Granting
The Princess Margaret Cancer Foundation
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
Collate information on fund balances, future revenue and granting from multiple systems, maintaining data integrity.
Added 3 hours ago
CB
Condominium Manager
Coldwell Banker Real Estate Management Leaders
Brampton, ON
- Full-time
Prepare and review the Corporation’s annual budget in consultation with the Board and identify reserve expenditures in accordance with the reserve fund study.
Added 3 hours ago
Junior Accountant - Research Financial Support
University of Guelph
Guelph, ON
Reporting to the Senior Manager, Research Financial Support, the Junior Accountant, Research Financial Support is key to the achievement of effective operations, including management…

Sun Life

Advisor Trainee- Advisor Development Program -Future Opportunties

Bedford, NS, Canada
NS, Canada
Charlottetown, PE, Canada

** The annual salary for this role is $60,000 · Full-time

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Job details

Pay: ** The annual salary for this role is $60,000
Job type: Full-time
Apply by: Sep 10, 2027
Posting language: English
Posted: Nov 3, 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, managing inbound and outbound calls, and learning about Sun Life products. They will also engage in business development activities and work closely with district leadership to prepare for a career as a standalone advisor.

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 requirements is mandatory for this role.

Skills

Financial advice
Business development
Relationship management
Insurance products
Investment products
Communication skills
Sales
Customer service
Financial planning
Coaching
Digital tools
Mutual funds
LLQP licensing

Benefits

Incentive plans
Licensing fee support
Professional development
Coaching
Hybrid work flexibility

Visa sponsorship

Not detected in the job text

Keywords

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

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