Advisor Trainee – Advisor Development Program

Sun Life

Advisor Trainee role preparing for a career in financial advice at Sun Life. Gaining hands-on experience, personalized coaching, and access to digital tools in a supportive environment.

Posted 7/7/2026full-timeBedford • 🇨🇦 CanadaEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retail insurance and investment products, with a strong focus on business development and client relationship management. Holds LLQP license and possesses excellent communication skills to effectively engage and motivate clients.

Highest-signal resume keywords

LLQP LicenseMutual Fund LicenseBusiness Development SkillsClient Relationship ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retail Insurance KnowledgeInvestment Products KnowledgeInbound and Outbound Call HandlingHolistic Life SolutionsHealth SolutionsWealth Solutions

Soft Skills

Self-MotivatedStrong Work EthicRelationship DevelopmentMotivating Others

Certifications & Qualifications

LLQP LicenseMutual Fund License

Industry Keywords

Sun Life ProductsBusiness Development ActivitiesAdvisor CareerClient Engagement

About the role

Key responsibilities & impact

Work out of a local Sun Life District office
Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
Obtain dual licensing in insurance and mutual fund
Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
Complete business development activities and start to identify your personal market opportunities
Execute key activities in preparation for graduation from the program and launch of your advisor career
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team)

Requirements

What you’ll need

Has a history of achievements (professional, academic, athletics, etc.)
Has strong knowledge and passion of retail insurance and investment products
Is self-motivated with a strong work ethic
Enjoys engaging, developing and maintaining relationships with people
Has excellent communication skills, both verbal and written
Has the ability to motivate others to action
Has LLQP license or has completed all course/exam requirements (required)
Nice to have: Mutual Fund License or course/exam completion
Demonstrated ability to motivate others to action
Business development skills

Benefits

Comp & perks

“Earn while you learn” with a competitive salary and incentives including licensing fee support.
Hands-on experience that builds confidence and business expertise
A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients.
A culture that celebrates excellence and inclusivity.
A purpose-driven career helping people in your community become more financially secure.
The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program