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

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

Demonstrates strong business acumen and product knowledge in insurance and wealth, with a focus on mentoring and coaching advisors to achieve sales growth and client engagement. Proficient in managing performance processes and ensuring compliance within the financial services industry.

Highest-signal resume keywords

Sales ManagementBusiness DevelopmentCoaching and MentoringBilingualism in French and EnglishLife Insurance Agent’s License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Product Knowledge in Insurance and WealthSales ProcessesProspecting SkillsPerformance ManagementRegulatory KnowledgeAnalytical SkillsDecision-Making SkillsMarket IdentificationBusiness PlanningClient Engagement

Soft Skills

Communication SkillsRelationship-Building SkillsProblem-Solving SkillsInfluencing 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 ServicesAdvisor OnboardingSales GrowthComplianceClient Complaints Management

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 candidates for Sun Life advisor roles through community contacts, referrals, and centres of influence
Support candidates with licensing studies, market identification, business planning, and joint client appointments
Oversee successful implementation of advisor onboarding plans
Conduct training in product knowledge, sales processes, and pre- and post-sales support
Coach advisors on prospecting, holistic business development, cross-selling, sales cycles, and business management
Help advisors meet 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
Oversee required measures and activities to ensure compliant operations
Ensure advisors are trained, licensed, registered, and completing product suitability reviews
Escalate Client complaints and support assessments and advisor investigations
Ensure advisor conduct aligns with the Advisor Agreement
Achieve recruiting and production metrics
Foster a 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

Must have a valid driver's license
Business acumen, product knowledge in insurance and wealth, 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 communication and relationship-building skills
Ability to support an advisor in defining and accessing their target market
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
Committed to ongoing personal and professional development
Bilingualism in French and English, both oral and written, is required
Minimum 2 years of related experience within the financial services industry
Must hold a valid Life Insurance Agent’s license in the province where the 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 within the first 6 months
Must be in good standing with applicable regulators
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 initiatives
Continuous improvement culture
Flexible work options, including working from the office and virtually based on business, Client, and individual needs
Attractive compensation package
Sales incentive plan with industry-leading incentive payout opportunities
Various incentive plans, subject to individual and company performance
Accommodation support during the application process
Joining a reputable organization with over 150 years of history