Build financial advice experience at Sun Life as an Advisor Trainee, using client communication and digital tools in a hybrid work model.

This temporary contract lasts up to four months and prepares you for an advisory career. You will gain hands-on experience with Sun Life products, processes, and practical skills while receiving personalized coaching. The program develops confidence, business acumen, and business development capabilities.

Key Responsibilities:

- Work from a local Sun Life District office
- Learn Sun Life products, tools, processes, and practical skills
- Obtain dual licensing in insurance and mutual funds
- Handle inbound and outbound Client calls
- Complete business development activities and identify market opportunities

Requirements:

- LLQP license or completed required course and examinations
- Strong knowledge and passion for retail insurance and investment products
- Excellent verbal and written communication skills
- Self-motivation and a robust work ethic
- Ability to develop relationships and motivate others

Develop client relationships, financial knowledge, and advisory readiness through Sun Life’s structured Advisor Development Program.

📌 Sun Life Financial Advisor Trainee (Bedford)
🏢 Sun Life
📍 Bedford