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About the Role

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.

Responsibilities

• 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

Requirements

• 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

Skills

• Mutual Fund License or course/exam completion
• Demonstrated ability to motivate others to action
• Business development skills

Location

• Local Sun Life District office

Work Type

• Temporary contract
• Hybrid

Experience Level

• Entry Level

Salary/Compensations

• Competitive salary and incentives including licensing fee support

Benefits

• Licensing fee support
• Hands-on experience that builds confidence and business expertise
• 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
• Culture that celebrates excellence and inclusivity
• Purpose-driven career helping people in your community become more financially secure
• Potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program

About the Company

• 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.

Equal Opportunity

• 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.