More jobs:
Financial Advisor Trainee
Job in
City of Moncton, Moncton, New Brunswick, Canada
Listed on 2026-10-27
Listing for:
Sunlife
Seasonal/Temporary, Apprenticeship/Internship
position Listed on 2026-10-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Location: City of Moncton
Build financial advice experience at Sun Life as an Advisor Trainee, using communication skills and digital tools in a hybrid work model. This temporary contract supports a focused launch toward advisory work.
The Advisor Development Program prepares you for a future advisory career at Sun Life. You will gain practical experience with products, tools, processes, and Clients while developing business acumen. Coaching, licensing support, and exposure to advisory teams support your learning journey.
Key Responsibilities:- Work from a local Sun Life District office
- Gain knowledge of Sun Life products, tools, and processes
- Handle inbound and outbound Client calls
- Provide life, health, and wealth solutions
- Complete business development activities and preparation tasks
- LLQP license or completed course and exam requirements
- Excellent verbal and written communication skills
- Self-motivated approach and strong work ethic
- Ability to build and maintain relationships
- Knowledge and passion for insurance and investment products
Develop advisory foundations through Client relationships, licensing, business development, and practical financial services experience at Sun Life.
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