Business Development Consultant

Role objective

Recruiting and onboarding

• Source experienced candidates with established practices for Sun Life advisor roles or advisor teams through community contacts and referrals.
• Maintain relationships with referral sources, advisors, centres of influence, and community partners.
• Oversee new advisors' onboarding plans with the District team and participate in recruiting events.

Advisor development and business growth

• Coach experienced advisors on market identification, sales planning, joint field work, and growth in insurance and wealth sales, clients, and assets.
• Help advisors create business plans, proposals, business solutions, and implementation plans; provide training to meet business targets and compliance requirements.
• Assess advisor businesses, identify opportunities to improve performance and client engagement, and monitor performance against targets.
• Support advisors transitioning between segments with practice management, coaching, digital tool adoption, and business-growth methods.

District results and compliance

• Lead adoption of new business processes and support advisors through implementation.
• Deliver district and regional targets for sales growth, productivity, client engagement, recruiting, and production.
• Support compliant advisor operations and corrective action related to market conduct audits.
• Partner with colleagues to develop graduate advisors and identify potential associate advisor or alliance candidates.

Required qualifications

• Requires a university degree and at least five years of related financial-services experience.
• Requires a valid provincial Life Insurance Agent's license and a valid Mutual Fund license.
• Requires completion of the Branch Manager's Course Examination and the required experience for mutual fund branch manager registration.
• Must be in good standing with applicable regulators.
• Requires knowledge of insurance and wealth products, the local market, sales management, business development, coaching, performance management, and the regulatory environment.

Preferred qualifications

• A professional financial-services designation, previous advisor experience, and previous people-leadership experience are assets.

Skills

• Requires business planning and management, communication, presentation, writing, relationship-building, influencing, and goal-oriented sales skills.
• Requires experience leading people through large-scale change in a matrix environment.

Work arrangement

• The role is intended to provide in-person coaching and support.
• Sun Life describes itself as a hybrid organization offering office and virtual work options based on business, client, role, and individual needs.

Compensation

• The posting states a starting salary of $85,000 and a salary range of $85,000–$128,000, with base salary and variable incentive opportunities; no pay cadence is specified.