Sun Life

Trainee Financial Advisor – Development Program

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Brossard • Canada

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Job Level

Entry Level

Tech Stack

Vue.js

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

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

Hard Skills & Tools
personal insuranceinvestment productsmutual fund sales licenselife insurancehealth insurancewealth management
Soft Skills
relationship buildingself-motivatedstrong work ethicverbal communicationwritten communicationmotivational skills
Certifications
PQAP certificateinsurance products licensemutual funds license