Business Development Partner

Sun Life

. Recruit, onboard, train, develop, and coach developing advisors during their first four years .

Posted 9/30/2026full-timeMontreal • CanadaJuniorMid-Level💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in recruiting, onboarding, and coaching financial advisors while ensuring compliance with regulatory standards. Possesses strong business acumen and knowledge of life and health insurance, wealth products, and sales management to drive advisor success and achieve business objectives.

Highest-signal resume keywords

Life Insurance Agent's LicenseMutual Fund LicenseSales ManagementCoaching and MentoringBilingualism in French and English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentProspectingPerformance ManagementAnalytical SkillsDecision-MakingFinancial Product KnowledgeSales Process TrainingMarket IdentificationClient EngagementRegulatory Compliance

Soft Skills

Communication SkillsRelationship-BuildingProblem-SolvingInfluencing SkillsGoal-Oriented

Tools & Technologies

Salesforce.comFinancial Planning SoftwareMicrosoft Applications

Certifications & Qualifications

Life Insurance Agent's LicenseMutual Fund LicenseBranch Manager's Course Examination

Industry Keywords

Financial ServicesHolistic Business DevelopmentSales GrowthClient ComplaintsAdvisor Agreement

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Recruit, onboard, train, develop, and coach developing advisors during their first four years
Help advisors establish their businesses and build holistic financial services practices including life and health insurance and wealth products
Report to the District Manager and collaborate with district and regional teams to generate business results
Source advisor candidates through community contacts, referrals, and centres of influence
Support candidates with licensing studies, market identification, business planning, and joint client appointments
Train and onboard new advisors and oversee implementation of onboarding plans
Provide product knowledge, sales process, and pre- and post-sales training
Coach advisors on prospecting, holistic business development, cross-selling, sales cycles, business management, and related skills
Help advisors achieve sales growth, productivity, client engagement, and other financial and strategic objectives
Partner with head office Centre of Excellence teams to support advisors
Monitor and track advisor activities and analyze data to generate business insights
Ensure compliant operations, licensing, registration, and product suitability reviews
Escalate Client complaints and support advisor investigations
Ensure advisor conduct aligns with the Advisor Agreement
Achieve recruiting and production metrics
Foster positive District culture through events, recognition programs, and meetings
Build community presence for Sun Life and local advisors through events, activities, and sponsorships

Requirements

What you’ll need

Minimum 2 years of related experience within the financial services industry
Must hold a valid Life Insurance Agent’s license in the province your District is located
Must hold a valid Mutual Fund license or obtain it within the first 90 days
Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission within the first 6 months
Must be in good standing with applicable regulators
Business acumen, insurance and wealth product knowledge, and understanding of the market, competition, and industry
Strong sales management and business development skills
Strong prospecting and recruitment skills
Strong mentoring, coaching, performance management, and influencing skills
Problem-solving, analytical, and decision-making skills
Bilingualism in French and English, oral and written, required
Strong communication and relationship-building skills
Ability to support an advisor in defining and accessing their target market
Previous experience leading sales teams
Forward-thinking, goal-oriented, and focused on achieving targets
Strong working knowledge of the regulatory environment
Ability to manage a successful performance management process in a sales culture
Commitment to ongoing personal and professional development
Proficiency with Salesforce.com, financial planning software, and Microsoft applications

Benefits

Comp & perks

Work within a high-performance culture and be recognized for your achievements
Supportive, collaborative working environment
Opportunity to launch a rewarding career with a talented and diverse workforce
Company promoting health, wellness, and work/life balance
Continuous improvement encouraged
Attractive compensation package including base salary and variable incentive
Sales incentive plan with industry-leading incentive payout opportunities
Flexible work options based on role requirements and individual needs
Choice and flexibility to work from both the office and virtually based on business, Client, and employee needs