Business Development Partner

Sun Life

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

Posted 9/23/2026full-timeLaval • 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 organizational goals.

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-MakingSales ProcessesProduct KnowledgeMarket 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 ServicesInsuranceWealth ProductsSales CultureAdvisor Development

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 covering life and health insurance and wealth products
Source advisor candidates through community contacts, referrals, and centres of influence
Support candidates with licensing studies, market identification, business planning, and joint client appointments
Oversee implementation of advisor onboarding plans
Conduct training on product knowledge, sales processes, and pre- and post-sales support
Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles, business management, and related areas
Help advisors achieve financial and strategic objectives, including sales growth, productivity, and client engagement
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 and required measures and activities
Ensure advisors are trained, licensed, registered, and following product suitability reviews
Escalate Client complaints and assess 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 Sun Life and local advisor community presence through events, activities, and sponsorships
Report to the District Manager and collaborate with district and regional teams

Requirements

What you’ll need

Minimum 2 years of related experience within the financial services industry
Valid driver's license
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
Strong written, verbal, presentation, communication, and relationship-building skills
Ability to support advisors in defining and accessing target markets
Previous experience leading sales teams
Forward-thinking and goal-oriented, with focus 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
Bilingualism in French and English, oral and written, required
Proficiency with Salesforce.com, financial planning software, and Microsoft applications
Professional designation(s) in financial services, previous advisor experience, and previous people leadership experience are assets

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
Health, wellness, and work/life balance focus
Continuous improvement culture
Attractive compensation package
Sales incentive plan with industry-leading incentive payout opportunities
Flexible work options, including working from the office and virtually based on business, Client, and individual needs
Accommodation support for persons with disabilities
AI-supported candidate sourcing, screening, and interview scheduling