Advisor Trainee – Advisor Development Program

Sun Life

Advisor Trainee in the Advisor Development Program at Sun Life preparing for a career in financial advice. Working with clients while gaining hands-on experience and personalized coaching for professional growth.

Posted 7/29/2026contractMontreal • 🇨🇦 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. Bilingual in French and English, capable of effectively communicating with diverse clients and colleagues.

Highest-signal resume keywords

LLQP LicenseBilingualism (French, English)Business Development SkillsRetail Insurance KnowledgeInvestment Products Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Strong Work EthicExcellent Communication SkillsSelf-MotivatedRelationship DevelopmentMotivating Others

Certifications & Qualifications

Mutual Fund License

Industry Keywords

Inbound CallsOutbound CallsHolistic SolutionsClient EngagementSun Life ProductsAdvisor CareerBusiness Development ActivitiesMarket OpportunitiesADP Sales ManagerDistrict Leadership Team

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)
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
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.