Be among the first 25 applicants. You are unique in your background, experience and point of view. Here you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new opportunities to make life brighter for our clients, who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description
The primary purpose of the Business Development Partner is to onboard, develop, coach and support Advisors in a holistic approach to business development (e.g., insurance and wealth), sales growth and client service. This role reports to the District Manager.
What will you do?
* Lead developing Advisors through onboarding, training and development programs.
* Work with developing Advisors to meet financial and strategic objectives (e.g., sales growth, productivity, client engagement).
* Oversee required measures to ensure compliant operations at the Financial Centre level.
* Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability and Sun Life obligations.
* Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
* Escalate client complaints, including assessment and advisor investigations.
* Ensure operational effectiveness is consistent with business plans by ensuring adherence to the Advisor Agreement, data and metrics activity.
What do you need to succeed?
* Strong product knowledge of insurance and wealth products; good understanding of local market characteristics.
* Strong sales management and business development skills.
* Strong mentoring, coaching, performance management and influencing skills.
* Strong communication (written and verbal) and relationship building skills.
* Previous experience leading people through large‑scale change within a matrix environment.
* Previous experience in an Advisor role, with a proven track record of developing successful advisors, is an asset.
* Previous people leadership experience is an asset.
* Strong working knowledge of the regulatory environment.
Nice to have
* Minimum 5 years of related experience within the financial services industry.
* Must hold a valid Life Insurance Agent’s licence in the relevant province.
* Completion of the Branch Manager’s Course Examination and experience required to register as a mutual fund branch manager with the provincial securities commission.
* Good standing with applicable regulators.
* A professional financial services designation would be an asset.
* Proficiency with technologies such as Salesforce.com and Sun Vision Financial Analyzer.
What’s in it for you?
* Working within a high‑performance culture.
* Supportive environment and culture of collaboration.
* Diverse workforce with opportunities for a rewarding career.
* Health, wellness and work/life balance programs.
* Continuous improvement culture.
* Reputable organization with over 150 years of history.
* Attractive compensation and benefit package.
Salary Range: 80,000 – 128,000
We are proud to be a hybrid organization that offers employees the choice and flexibility to work from both the office and virtually based on business, client and personal needs. Several work options are available and can be discussed during the selection process.
We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process may e‑mail a request to thebrightside@sunlife.com.
Posting End Date: 30/10/2025
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