Develop insurance and investment expertise at Sun Life through an Advisor Trainee contract, licensing, and business development activities. Work hybrid while supporting Clients through financial solutions.

The Advisor Development Program offers a temporary contract of up to four months for candidates exploring financial advice. You will gain hands-on experience with innovative digital tools, coaching, and Sun Life Client interactions. The experience builds business expertise and prepares you for an advisor career.

Key Responsibilities:

- Obtain dual licensing in insurance and mutual funds
- Gain practical knowledge of products and tools
- Complete inbound and outbound Client calls
- Identify personal market opportunities through business development
- Execute activities supporting advisor career launch

Requirements:

- Strong knowledge of retail insurance and investment products
- Self-motivated approach and robust work ethic
- Interest in learning and developing new skills
- Independence and discipline in daily work
- Mutual Fund License or course completion preferred

Apply insurance, investment, communication, and business development strengths while building a foundation for advisory work at Sun Life.

📌 Insurance Investment Advisor Development Trainee (Surrey)
🏢 Sun Life Financial
📍 Surrey