Business Development Partner

Sun Life

. Recruit Sun Life advisors through community contacts, centres of influence, and referrals.

Posted 10/27/2026full-timeQuebec City • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in recruiting, training, and mentoring financial advisors while ensuring compliance with regulatory standards. Possesses strong business acumen and sales management skills to drive advisor performance and achieve strategic goals.

Highest-signal resume keywords

Life Insurance LicenceMutual Funds LicenceSalesforce ProficiencyCoaching And Mentoring SkillsFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningSales Process TrainingPerformance ManagementRegulatory ComplianceAnalytical Skills

Soft Skills

Communication SkillsRelationship-Building SkillsProblem-Solving SkillsDecision-Making SkillsPresentation Skills

Tools & Technologies

SalesforceFinancial Planning SoftwareMicrosoft Applications

Certifications & Qualifications

Life Insurance LicenceMutual Funds LicenceBranch Managers’ Course Certification

Industry Keywords

Financial ServicesInsurance ProductsWealth ManagementSales ManagementRecruitment

About the role

Key responsibilities & impact

Recruit Sun Life advisors through community contacts, centres of influence, and referrals.
Support candidates and provide them with a positive onboarding experience.
Assist with licensing training, market identification, business planning, and joint appointments with clients.
Train and onboard new advisors and oversee their onboarding plans.
Provide training on product knowledge and the sales process, as well as pre- and post-sale support.
Develop advisors’ skills through coaching in prospecting, holistic solutions, cross-selling, the sales cycle, and business management.
Help advisors achieve their financial and strategic goals.
Collaborate with Head Office Centres of Excellence.
Monitor advisor activities, follow up on them, and analyze business data.
Oversee the measures required to ensure operational compliance.
Ensure completion of training, registration, licensing, and product suitability assessments.
Escalate complaints and concerns or investigations involving advisors.
Ensure compliance with contracts and achieve key recruitment and production metrics.
Foster a positive culture in the district through events, recognition programs, and meetings.
Build a community presence for Sun Life and local advisors.

Requirements

What you’ll need

At least 5 years of relevant experience in the financial services industry.
Valid life insurance licence in the province where the district is located — required.
Valid mutual funds licence, or ability to obtain the licence within the first 90 days.
Successful completion of the Branch Managers’ Course examination within the first 6 months.
Sufficient experience to register as a branch manager (mutual funds) with the applicable provincial securities commission.
In good standing with the applicable regulatory organizations.
Proficiency with a variety of technology tools, such as Salesforce, financial planning software, and Microsoft applications.
Business acumen and knowledge of insurance and wealth management products.
Strong sales management and business development skills.
Strong prospecting and recruiting skills.
Mentoring, coaching, and performance management skills.
Problem-solving, analytical, and decision-making skills.
Strong communication, presentation, and relationship-building skills.
Previous experience leading sales teams.
Excellent working knowledge of the regulatory environment.
Ability to successfully manage an effective performance management process within a sales culture.
Commitment to personal and professional development.
Assets: Professional designations in financial services, experience as an advisor, and experience managing personnel.

Benefits

Comp & perks

Work in a performance-driven environment where your achievements are recognized.
Be part of a supportive and collaborative work environment.
Opportunity to build a rewarding career alongside talented and diverse teams.
Opportunity to work for a company that values health, well-being, and work-life balance.
Continuous improvement is encouraged.
Attractive compensation program.
Total compensation includes a base salary and variable incentive compensation.
Sales incentive program with some of the industry’s leading incentive payment opportunities.
Flexible work options may be discussed.
Hybrid work from the office and virtually, as needed.