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Advisor Trainee

Job in Richmond, BC, Canada
Listing for: Sun Life Financial
Apprenticeship/Internship position
Listed on 2026-11-01
Job specializations:
  • Sales
    Financial Sales
  • Insurance
    Financial Sales
Job Description & How to Apply Below
Position: Sun Life Financial Advisor Trainee
Build financial advice experience at Sun Life through client relationships, hands-on learning, and personalized coaching in a temporary trainee contract.
The Advisor Trainee program prepares you for an advisory career with Sun Life. You will develop business acumen, confidence, and practical skills while learning products, tools, and processes. The program supports exposure to both Prospr advisor teams and local district leadership.

Key Responsibilities:

Work from a local Sun Life District office
Learn products, tools, processes, and practical advisory skills
Handle inbound and outbound Client calls
Provide holistic life, health, and wealth solutions
Complete business development activities and identify market opportunities
Requirements:
LLQP license or completed course and exam requirements
Strong knowledge and passion for retail insurance products
Strong knowledge and passion for investment products
Excellent verbal and written communication skills
Self-motivation, discipline, and a strong work ethic
Develop client relationship, communication, licensing, and business development skills while preparing for your future Sun Life advisor career.
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