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Advisor Trainee – Advisor Development Program

Job in Surrey, BC, Canada
Listing for: Jobtailor
Apprenticeship/Internship position
Listed on 2026-09-05
Job specializations:
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 35000 - 45000 CAD Yearly CAD 35000.00 45000.00 YEAR
Job Description & How to Apply Below
  • Prepare for a successful career in financial advice through Sun Life’s Advisor Development Program
  • Work out of a local Sun Life District office
  • Gain knowledge of Sun Life products, tools, processes and practical skills while working directly with Sun Life Clients
  • Obtain dual licensing in insurance and mutual funds
  • Handle inbound and outbound calls, providing holistic life, health and wealth solutions to new and existing Clients
  • Complete business development activities and identify personal market opportunities
  • Execute key activities in preparation for program graduation and launch of an advisor career
  • Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team
Requirements
  • History of achievements (professional, academic, athletics, etc.)
  • Strong knowledge and passion for retail insurance and investment products
  • Self-motivated with a strong work ethic
  • Enjoys engaging, developing and maintaining relationships with people
  • Excellent verbal and written communication skills
  • Ability to motivate others to action
  • LLQP license or completion of all LLQP course/exam requirements (required)
  • Mutual Fund License or course/exam completion (nice to have)
  • Business development skills (nice to have)
Core Competencies

Demonstrates expertise in retail insurance and investment products, with a focus on client relationship management and business development. Holds LLQP and potentially Mutual Fund licenses, showcasing a commitment to professional growth in financial advisory services.

Highest-signal resume keywords
  • LLQP License
  • Mutual Fund License
  • Business Development Skills
  • Client Relationship Management
  • Verbal And Written Communication Skills
Hard Skills
  • Retail Insurance Knowledge
  • Investment Products Knowledge
  • Business Development
  • Holistic Financial Solutions
Soft Skills
  • Self-Motivated
  • Strong Work Ethic
  • Relationship Building
  • Motivating Others
Certifications & Qualifications
  • LLQP License
  • Mutual Fund License
Industry Keywords
  • Financial Advisory
  • Client Engagement
  • Inbound And Outbound Calls
  • Advisor Development Program
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