Advisors enjoy building long-term relationships with people and helping them create a plan for every stage of life.
Gain knowledge of Sun Life products, tools, and processes and develop practical skills by working directly with Sun Life clients.
Obtain two licenses (insurance products and mutual funds).
Gain experience handling inbound and outbound calls and delivering comprehensive life insurance, health insurance, and wealth management solutions to new and existing Sun Life clients.
Conduct business development activities and begin to define your market.
Carry out key activities to complete the program and launch your career as an advisor.

Proven achievements (professional, academic, athletic, etc.).
Strong knowledge of personal insurance and investment products.
Self-motivated with a strong work ethic.
Enjoys building, developing, and maintaining relationships with people.
Excellent verbal and written communication skills.
Able to motivate others to take action.
Holds the PQAP certificate or has completed all required courses and passed the program exam (required).
Bilingual (French and English, spoken and written) required due to frequent interactions with English
and French-speaking colleagues and partners across Canada and globally.
Assets: Mutual fund sales license or completion of the related course/exam.

Learn while earning a competitive salary and incentives, including support for licensing fees.
Hands-on experience that builds confidence and business expertise.
A supportive environment of dedicated sales managers and a local district leadership team committed to your professional development and long-term success.
Access to innovative digital tools that help you stay connected, informed, and ahead in serving clients.
A culture that celebrates excellence and inclusion.
A meaningful career where you help people in your community achieve greater financial security.
Opportunity to advance to a financial advisor role or join an existing advisor team upon successful completion of the program.

Trainee Financial Advisor – Development Program

Key skills