Business Development Partner

Role objective

Recruiting and advisor development

• Source advisor candidates through community contacts, referrals, and centres of influence.
• Support onboarding with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard advisors and oversee their onboarding plans.
• Coach advisors in prospecting, holistic business development, cross-selling, sales processes, and business management.

Performance and compliance

• Help advisors meet sales growth, productivity, client-engagement, and strategic objectives.
• Monitor and analyze advisor activity to identify business insights.
• Ensure advisors are trained, licensed, registered, and following product suitability reviews and regulatory obligations.
• Escalate client complaints, support assessments and investigations, and ensure conduct follows the Advisor Agreement.
• Achieve recruiting and production metrics.

District collaboration

• Partner with head-office Centre of Excellence teams to support advisors.
• Build district culture and relationships through events, recognition programs, meetings, and community activities and sponsorships.

Required qualifications

• At least two years of related financial-services experience.
• Valid provincial Life Insurance Agent’s license.
• Valid Mutual Fund license or obtain one within the first 90 days.
• Complete the Branch Manager’s Course Examination and meet registration experience requirements within the first six months.
• Be in good standing with applicable regulators.
• Previous experience leading sales teams; strong sales management, business development, recruiting, coaching, communication, analytical, and relationship skills.
• Knowledge of insurance and wealth products, the market, competition, and regulatory environment.

Preferred experience and tools

• Professional financial-services designation, previous advisor-role experience, and previous people-leadership experience are nice to have.
• The posting mentions Salesforce.com, financial planning software, and Microsoft applications.

Workplace

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

Compensation

• A salary range of 85,000–128,000 is listed; the posting does not specify a pay period.
• Eligible employees may participate in discretionary incentive plans, including sales incentives for certain roles.

Benefits

• The posting describes a high-performance culture, collaborative environment, health and wellness support, and work-life balance.