Explore financial advice through Sun Life's Advisor Development Program, gaining Client experience, licensing preparation, and coaching during a temporary contract. The hybrid model combines office and virtual work according to business and Client needs.
As an Advisor Trainee, you will develop practical skills for a future advisory career. The program provides hands-on exposure to retail insurance and investment products, digital tools, and relationship-based conversations. You will work with Prospr advisor teams and local district leadership while building confidence and business expertise.
Key Responsibilities:
- Gain hands-on experience with Sun Life Clients
- Obtain dual licensing in insurance and mutual funds
- Handle inbound and outbound Client calls
- Identify personal market opportunities through business development
- Prepare for program graduation and advisory career launch
Requirements:
- History of skilled, academic, or athletic achievements
- Comfort providing advice and speaking with people
- Discipline, motivation, and independence
- Ability to motivate others to action
- Mutual Fund License is considered an asset
Strengthen communication, licensing, relationship management, and business development capabilities through Sun Life's structured advisor training experience.