Start an advisory career through Sun Life’s Advisor Development Program, focused on financial planning, licensing, and client communication. Work in a hybrid setting while receiving personalized coaching and gaining hands-on experience.
As an Advisor Trainee, you will explore financial advice during a temporary contract lasting up to six months. The program prepares you for long-term relationships with clients across life, health, and wealth needs. You will develop confidence, business expertise, and practical advisory skills.
Key Responsibilities:
- Provide holistic solutions through inbound and outbound calls
- Learn Sun Life products, tools, processes, and skills
- Identify personal market opportunities through business development
- Support preparation for program graduation and advisory launch
- Gain exposure to standalone advisor responsibilities
Requirements:
- Required LLQP license or completed licensing requirements
- Passion for retail insurance and investment products
- Ability to engage and maintain client relationships
- Ability to motivate others toward action
- Mutual Fund License or completion is an asset
Build financial planning, licensing, and client relationship capabilities through Sun Life’s structured Advisor Development Program.
📌 Financial Advisor Development Trainee (Kingston)
🏢 Sun Life Financial
📍 Kingston
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