Explore financial advice through Sun Life's Advisor Development Program, gaining Client experience, licensing preparation, and coaching during a temporary contract. The hybrid mode 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.