Business Development Consultant

Role objective

Advisor growth and recruiting

• Source candidates with established practices through community contacts and referrals; maintain relationships with advisors and community partners.
• Oversee new-advisor onboarding and participate in recruiting events with recruiting and district colleagues.
• Coach advisors on market identification, sales planning, joint field work, business plans, proposals, and implementation.
• Assess business performance, support client engagement, connect advisors with resources, and guide adoption of new processes.
• Monitor advisor performance and targets; support compliant operations, audit corrective action, and advisor transitions and development.

Required qualifications

• University degree and at least 5 years of related financial services industry experience.
• Valid provincial Life Insurance Agent's license and Mutual Fund license.
• Completed Branch Manager's Course Examination and qualifying experience for mutual fund branch manager registration.
• Good standing with applicable regulators.
• Strong financial product knowledge, sales management, business development, coaching, performance management, communication, and business planning skills.
• Experience leading people through large-scale change in a matrix environment.

Assets

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

Work arrangement

• The role is intended to focus on in-person coaching and support; Sun Life describes its work environment as hybrid, with office and virtual flexibility based on business and client needs.

Compensation

• Starting salary is $85,000; the listed salary range is $85,000–$128,000, with base pay and variable sales incentives.

Work environment

• The employer describes a collaborative, high-performance culture and promotes health, wellness, work-life balance, and continuous improvement.