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Added 9 mins ago
CL
Customer Processing Representative (Bilingual)
Canada Life
London, ON
- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 9 mins ago
KR
Manager, PE Fund Accounting
Kassen Recruitment
Toronto, ON
- Contract
An established financial services provider specializing in alternative investment fund accounting is seeking a Manager, Private Equity Fund Accounting to join its team on an initial…
Added 9 mins ago
T
Credit Analyst
thyssenkrupp
ON · Ontario, Canada
- $75,000 USD / year
- Full-time
Review credit applications, financial statements, trade references, and credit bureau reports.
Added 9 mins ago
MI
Clinic Manager
Mindsession Intercultural Psychology
Montreal, QC
- Other
We are seeking a Clinic Manager for my psychology practice, MindSession, in Montréal. We specialize in intercultural psychology, and your profile seems like it could be a good fit for our…
Added 9 mins ago
MC
Property Administrator
Medallion Corporation
Toronto, ON
- Full-time
The Property Administrator provides administrative and operational support to the Property Manager and on-site teams. This role ensures the efficient day to day administration of property…
Added 9 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 9 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 9 mins ago
A
Disability Claims Administrator
Altis
Montreal, QC
- $48,000 to $52,000 CAD / year
- Full-time
Do you enjoy working with numbers, staying organized, and helping people navigate important financial matters? We're looking for a bilingual Disability Claims Administrator to join an…
Added 9 mins ago
TM
Finance Manager
The Mason Group - Strategic Search Partners
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / year
- Full-time
Our client, a growing organization in the financial services sector, is seeking a Finance Manager to lead key corporate accounting, financial planning and analysis, and regulatory reporting…
Added 10 mins ago
B
Regional Compliance Officer - NBSL
BMO
Toronto, ON
- Full-time
BMO Private Wealth is part of BMO Financial Group, one of North America’s leading financial institutions. The business operates within a well-established wealth management platform,…
Added 10 mins ago
MV
Supervisor, Materials & Logistics
Metro Vancouver
Burnaby, BC
- Full-time
Ability to work within established budgetary and financial objectives and possesses sound basic budgeting and accounting skills. Ability to monitor and control budgets ensuring the…
Added 10 mins ago
OG
Controller (CPA)
Ora Graphene
Montreal, QC
- Full-time
Reporting to the CFO, you will own accounting, reporting and financial planning in a hands-on start-up environment. As ORA scales its manufacturing facility to mass produce graphene-based…
Added 10 mins ago
NF
Underwriting Manager, Commercial Lines Mid-Market Construction
Northbridge Financial Corporation
Vancouver, BC
- Full-time
What it’s like to be a Northbridge Underwriting Manager:
Added 10 mins ago
AI
Junior Data Entry Clerk
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time
Position Title: Junior Data Entry Clerk Location: Winnipeg, Manitoba Employment Status: Full-Time Reports To: Office Manager Overtime Status: Overtime eligible in accordance with Manitoba…
Added 10 mins ago
AI
Junior Bookkeeper
Accurate Indigenous Managers & Advisors
Winnipeg, MB
- Full-time
The Junior Bookkeeper supports the Finance Operations & Nation Support Manager by assisting with the daily financial administration of Accurate Indigenous Managers & Advisors (AIMA). This…
Added 10 mins ago
G
Property Manager
Greystar
Calgary, AB · HIVE, Calgary, AB
- Full-time
The Property Manager manages the day-to-day operations of an assigned property including managing the team members, daily activities, and resources of the property to achieve established…
Added 10 mins ago
FB
Credit Adjudicator
Fairstone Bank
Montreal, QC
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our…
Added 10 mins ago
GE
PCI Quality Assurance Analyst
GFL Environmental Inc.
Vaughan, ON
- Full-time
…platform. The role reports to the Information Technology GRC…
Added 10 mins ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 10 mins ago
L
Financial Service Representative - LendDirect Office 1694
LendDirect
Calgary, AB
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 10 mins ago
Cost Controller
Alstom
Saint-Bruno, QC
…the project lifecycle, from BOM validation to Work Package financial control, procurement costing and risk mitigation…
Added 23 mins ago
VC
Practice Manager - Vancouver South Animal Hospital
VetCare Canada
Vancouver, BC
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…
Added 23 mins ago
A
Finance Manager - Acura of Hamilton
AutoCanada
Hamilton, ON
- $70,000 to $120,000 CAD / year
- Other
A Financial Services Manager in a dealership environment oversees and manages the dealership's finance and insurance operations. They work closely with customers to offer financing options,…
Added 24 mins ago
CL
Customer Processing Representative (Bilingual)
Canada Life
Montreal, QC
- Full-time
Reporting to the Administration Manager, the Customer Processing Representative provides administrative support for Group Retirement Plans, including RRSPs, RPPs, DPSPs, and non-registered…
Added 24 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Orillia, ON
- $50,000 to $53,000 CAD / year
- Full-time
Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

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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