Build financial advice experience at Sun Life through client conversations, licensing preparation, and a hybrid Advisor Trainee contract. Develop practical skills across insurance, investments, and client relationships.
This temporary contract lasts up to four months and supports your launch toward an advisory career. You will receive personalized coaching while learning Sun Life products, tools, processes, and practical skills. The program combines Prospr advisor team experience with exposure to standalone advisor responsibilities.
Key Responsibilities:
Work from a local Sun Life District office
Learn Sun Life products, tools, and processes
Handle inbound and outbound Client calls
Provide life, health, and wealth solutions
Complete business development activities and identify market prospects
Requirements:
LLQP license or completed course and exam requirements
Passion for retail insurance and investment products
Solid verbal and written communication skills
Self-motivation and a solid work ethic
Enjoyment of building and maintaining relationships
Develop client relationship, licensing, and business development capabilities while preparing for an advisory career with Sun Life.
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📌 Financial Advisor Trainee Sun Life Surrey
🏢 Sun Life Financial
📍 Surrey
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