Trainee Financial Advisor – Development Program

Sun Life

Conseiller/Conseillère stagiaire in financial advisory program at Sun Life. Engaging with clients and developing long-term relationships while enhancing business skills and expertise.

Posted 4/16/2026full-timeBrossard • 🇨🇦 CanadaEntry LevelWebsite

Tech Stack

Tools & technologies

Vue.js

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

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 & 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