Business Development Consultant

Role overview

Key responsibilities

• Source candidates with established practices through community contacts and referrals, and maintain relationships with referral sources.
• Oversee new-advisor onboarding with the District team and participate in recruiting events.
• Coach experienced advisors on market identification, sales planning, business plans, proposals, implementation, and joint field work.
• Help advisors grow insurance and wealth sales, clients, assets, and overall business results.
• Connect advisors with head-office resources, training, and processes, and address skill or knowledge gaps.
• Assess business performance and client engagement, lead process-change adoption, and monitor performance against targets.
• Support compliant operations, market-conduct audit corrective actions, and transitions between advisor segments.
• Partner on developing graduate advisors and identifying potential Associate Advisor or Alliance opportunities.
• Achieve recruiting and production metrics and contribute to district and regional sales, productivity, and client-engagement targets.

Qualifications

• A university degree and at least five years of related financial-services experience are required.
• A valid provincial Life Insurance Agent's license and a valid Mutual Fund license are required.
• Completion of the Branch Manager's Course Examination and experience required for provincial mutual fund branch-manager registration are required.
• Candidates must be in good standing with applicable regulators.
• Required capabilities include financial-services business acumen, insurance and wealth product knowledge, local-market understanding, sales management, coaching, and business development.
• Strong communication, relationship-building, influencing, performance-management, business-planning, and regulatory knowledge are required.
• Experience leading people through large-scale change in a matrix environment is required.
• A financial-services designation, prior advisor experience, and prior people-leadership experience are assets.

Workplace

• Sun Life describes itself as a hybrid organization, offering a choice to work in the office and virtually based on business, client, and employee needs.

Compensation

• The role offers base salary and variable incentive compensation and is eligible for a sales incentive plan.
• The listed salary range is $80,000 to $128,000; the posting states this role has a salary outside the range posted below.