Prepare for a successful career in financial advice through Sun Life’s Advisor Development Program
Work out of a local Sun Life District office
Gain knowledge of Sun Life products, tools, processes and practical skills while working directly with Sun Life Clients
Obtain dual licensing in insurance and mutual funds
Handle inbound and outbound calls, providing holistic life, health and wealth solutions to current and existing Clients
Complete business development activities and identify personal market opportunities
Execute key activities in preparation for program graduation and launch of an advisor career
Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team

Requirements
History of achievements (skilled, academic, athletics, etc.)
Strong knowledge and passion for retail insurance and investment products
Self-motivated with a robust work ethic
Enjoys engaging, developing and maintaining relationships with people
Excellent verbal and written communication skills
Ability to motivate others to action




LLQP license or completion of all LLQP course/exam requirements (required)
Mutual Fund License or course/exam completion (nice to have)
Business development skills (nice to have)

Core Competencies

Demonstrates expertise in retail insurance and investment products, with a focus on client relationship management and business development. Holds LLQP and potentially Mutual Fund licenses, showcasing a commitment to professional growth in financial advisory services.

Highest-signal resume keywords
LLQP License
Mutual Fund License
Business Development Skills
Client Relationship Management
Verbal And Written Communication Skills

Hard Skills
Retail Insurance Knowledge
Investment Products Knowledge
Business Development
Holistic Financial Solutions

Soft Skills
Self-Motivated
Strong Work Ethic
Relationship Building
Inspiring Others

Certifications & Qualifications
LLQP License
Mutual Fund License

Industry Keywords
Financial Advisory
Client Engagement
Inbound And Outbound Calls
Advisor Development Program
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📌 Advisor Trainee – Advisor Development Program Surrey (Canada)
🏢 Jobtailor
📍 Canada