Build financial advice experience with Sun Life through coaching, client conversations, and digital tools in a hybrid work model. Prepare for an advisory career.

The Advisor Trainee is a temporary contract lasting up to six months. You will gain practical experience with Sun Life products, tools, processes, and Clients while developing confidence and business acumen. The program supports preparation for advisor career launch.

Key Responsibilities:
Work from a local Sun Life District office
Gain product, process, and practical client experience
Obtain dual insurance and mutual fund licensing
Handle inbound and outbound Client calls
Complete business development activities and preparation tasks

Requirements:
LLQP license or completed course and exam requirements
Solid knowledge of retail insurance and investment products
Excellent verbal and written communication skills
Self-motivated with a solid work ethic
Enjoyment of relationship-building and development

Develop financial advice capabilities, licensing, and Client relationships through Sun Life’s Advisor Development Program and hybrid work model.

📌 Sun Life Advisor Development Trainee Barrie
🏢 Sun Life Financial
📍 Barrie