Western Regional Director, Business Development

4 weeks ago

Calgary, Canada Sun Life Full time
Job Description:

The Director of Business Development will report directly to the AVP, Learning & Practice Management, and will work closely with the Director of Sun Life Consulting, Research & Development, as well as the Regional Leaders and Sales Directors on the Insurance (IID), Wealth (SLGI) and SLFD teams. This role will be responsible for delivering value-added, thought leadership programs for Advisors and their teams in the Western regional market. These programs will provide Advisors and their teams with the strategies, best practices, tools and resources they need to grow and manage their practice and turn prospects and clients into clients for life. The delivery methods will include (but are not limited to) large-scale in-person keynote presentations/workshops, smaller group presentations/workshops, virtual webinars, and one-on-one advisor consultations in partnership with the sales directors. In partnership with the Director, Research and Development, this role will also be accountable for idea generation, research and development of new content and thought leadership material for Advisors and their teams. The role will need to develop and foster close working relationships with the Western regional sales and national account teams and partners in both Insurance, SLGI and SLFD channels, and proactively work with the individual territories to plan and schedule presentations and consultations on our comprehensive program shelf.

What will you do?

  1. Presentation delivery and Advisory team consultations (75%)
    • Proactively engage the Sales teams to schedule presentations and consultations in their individual territories across the western region, according to pre-established targets
    • Deliver Sun Life Consulting presentations, and facilitate workshops for Third Party and SLFD advisors across all industry channels (IIROC, MGA, MFDA)
    • Train and onboard the western regional Sales teams on new and existing programs, and participate in regular regional team meetings to represent the MBD SLC team
    • Conduct 1:1 consultations with advisors on topics spanning from business management, client management, marketing, branding, succession, and technology
  2. Content development (12%)
    • Continuously identify and bring forward opportunities to create additional value, generate new ideas and creative solutions that will help Advisors grow and manage their practice
    • Conduct advisor and competitive research into industry best practices and market opportunities and provide insight and recommendations to address them
    • Partner with key internal and external stakeholders to develop thought leadership content and programs (primarily presentations and supporting collateral)
    • Support the maintenance of the SLC program shelf and update programs as required
  3. Relationship management (8%)
    • Develop strong and trusted relationships with the Regional managers (Insurance/SLGI/SLFD), National/Key Accounts teams, Sales teams, and various partners
    • Support (and contribute to) the execution of communication and activation plans to ensure the wholesaling team is adequately prepared to leverage new and existing programs
    • Partner with the SLC R&D team and participate/contribute to their regular team meetings
  4. Project management, Administration, Reporting (5%)
    • Track and report program successes and key results on a monthly basis using the established team protocols
    • Proactively communicate and share upcoming commitments/events with SLC team and western regional teams
    • Participate in key leadership meetings as required

What do you need to succeed?

  • Proven oral communication, presentation and facilitation skills
  • Ability to communicate - deliver presentations, read and write in English (French and Mandarin are assets)
  • Ability to conduct consultations and deliver recommendations that solve problems for advisors and contribute to the development of their businesses
  • Ideally 10+ years of relevant industry experience with an in-depth understanding of the financial services marketplace with a particular focus on advisory practices
  • Knowledge of both insurance and wealth products is an asset
  • Self-starter, ability to work independently and proactively manage time in order to maximize productivity and in-field work
  • Relationship building with sales teams and advisors
  • Understand the important role that thought leadership content and relationship building plays in the sales process
  • Ability to work in a matrix or shared services organizational model
  • Post-secondary education in business, marketing, or education is an asset
  • Coaching Certificate or training is an asset
  • Adult education / presentation / facilitation training is an asset
  • This role requires extensive inter-provincial travel (Quebec), and regular travel to Toronto/Waterloo for team meetings
  • A valid driver's license is required

What's in it for you?

  • Working together, sharing common values, and encouraging growth & achievement
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
  • Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community
  • Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions
#J-18808-Ljbffr

  • Western Regional Director, Business Development

    4 weeks ago

    Calgary, AB, Canada Sun Life Full time

    Job Description: The Director of Business Development will report directly to the AVP, Learning & Practice Management, and will work closely with the Director of Sun Life Consulting, Research & Development, as well as the Regional Leaders and Sales Directors on the Insurance (IID), Wealth (SLGI) and SLFD teams. This role will be responsible for delivering...

  • Director, Business Development and Strategy

    3 weeks ago

    Calgary, Canada WSP Global Inc. Full time

    WSP Canada is currently seeking a Director of Business Development and Strategy for Transmission and Distribution in Western Canada with a focus on managing Clients and Markets.  WSP is a leader in the delivery of clean energy and Power sector solutions to meet the increasing demand for safe, secure, and sustainable energy for Canadians which requires a...

  • Director, Business Development and Strategy

    3 weeks ago

    Calgary, Canada WSP Global Inc. Full time

    WSP Canada is currently seeking a Director of Business Development and Strategy for Transmission and Distribution in Western Canada with a focus on managing Clients and Markets.  WSP is a leader in the delivery of clean energy and Power sector solutions to meet the increasing demand for safe, secure, and sustainable energy for Canadians which requires a...

  • Director, Business Development and Strategy

    3 weeks ago

    Calgary, Canada WSP Global Inc. Full time

    WSP Canada is currently seeking a Director of Business Development and Strategy for Transmission and Distribution in Western Canada with a focus on managing Clients and Markets.  WSP is a leader in the delivery of clean energy and Power sector solutions to meet the increasing demand for safe, secure, and sustainable energy for Canadians which requires a...

  • Sales Analyst

    3 weeks ago

    Calgary, Canada Keurig Dr Pepper Full time

    Sales Analyst Western Canada We are looking for a Sales Analyst to join our regional customer team. The successful candidate will be responsible for providing support to the regional sales team. The Sales Analyst will work closely with the regional Sales teams to assist with the execution of administrative tasks in support of account management, business...

  • Director, Business Development and Strategy

    4 weeks ago

    Calgary, AB, Canada WSP USA Full time

    WSP Canada is currently seeking a  Director of Business Development and Strategy for Transmission and Distribution in Western Canada  with a focus on managing Clients and Markets. WSP is a leader in the delivery of clean energy and Power sector solutions to meet the increasing demand for safe, secure, and sustainable energy for Canadians which requires a...

  • Director, Business Development

    2 days ago

    Calgary, Canada Equinox Engineering Ltd Full time

    Director, Business DevelopmentDepartment: Corporate Employment Type: Full TimeLocation: Calgary, AB, CanadaDescriptionEquinox Engineering Ltd. is a fast-growing engineering, procurement and construction management (EPCM) organization founded on innovation, reliability, and sustainability. You will be an integral part of Equinox Engineering Ltd.’s global...

  • Director, Business Development

    2 days ago

    Calgary, Canada Equinox Engineering Ltd Full time

    Director, Business DevelopmentDepartment: Corporate Employment Type: Full TimeLocation: Calgary, AB, CanadaDescriptionEquinox Engineering Ltd. is a fast-growing engineering, procurement and construction management (EPCM) organization founded on innovation, reliability, and sustainability. You will be an integral part of Equinox Engineering Ltd.’s global...

  • Director, Business Development

    24 hours ago

    Calgary, Canada Equinox Engineering Ltd Full time

    Director, Business DevelopmentDepartment: Corporate Employment Type: Full TimeLocation: Calgary, AB, CanadaDescriptionEquinox Engineering Ltd. is a fast-growing engineering, procurement and construction management (EPCM) organization founded on innovation, reliability, and sustainability. You will be an integral part of Equinox Engineering Ltd.’s global...

  • Director of Business Development

    3 weeks ago

    Calgary, AB, Canada Thompson Bros. (Constr.) LP. Full time

    The newly established position of Director of Business Development will be located in either Edmonton, Calgary, or Vancouver with reporting lines to our Vice President of Business Development. The chosen candidate will serve as a strategic partner and catalyst for growth within Thompson Construction Group. Their role encompasses various aspects of business...

  • Business Development Manager, Western Canada

    4 weeks ago

    Calgary, Canada RFA Bank of Canada, RFA Mortgages Corp. Full time

    RFA’s residential mortgage lending business is operated by RFA Mortgage Corporation and RFA Bank of Canada, a federally regulated Schedule I Bank. RFA Mortgage Corporation specializes in Prime lending (Insured, Insurable, Uninsurable), while RFA Bank of Canada is a balance sheet based Alternative mortgage lender (Alt-A and B lending). Combined, RFA offers...

  • Manager, Business Development

    3 weeks ago

    Calgary, Canada White Cap Full time

    A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving...

  • Business Development Manager

    2 weeks ago

    Calgary, Canada Associa Full time

    For over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Calgary team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...

  • Business Development Manager

    2 weeks ago

    Calgary, Canada Associa Full time

    For over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Calgary team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...

  • Business Development Manager

    2 weeks ago

    Calgary, Canada Associa Full time

    For over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Calgary team. Here’s what’s waiting for you… The Business Development Manager will work with the Branch President as well as the Regional Sales...

  • Business Development Manager

    1 week ago

    Calgary, Canada Associa Full time

    For over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Calgary team. Here's what's waiting for you…The Business Development Manager will work with the Branch President as well as the Regional Sales Director and...

  • Business Development Manager

    3 weeks ago

    Calgary, Canada Associa Full time

    For over 30 years Magnum York Property Management has delivered quality facilities and asset management services throughout Alberta. We are looking for a dynamic Business Development Manager to join our Calgary team. Here’s what’s waiting for you…The Business Development Manager will work with the Branch President as well as the Regional Sales Director...

  • Director – Premise Services Operations

    1 week ago

    Calgary, Canada AFL Full time

    Description : AFL Network Services is actively seeking a dynamic leader with a track record of achieving operational excellence to take on the pivotal role of Director for Premise Services Operations in SK and AB. We encourage you to apply if you possess expertise in optimizing operational processes, a track record of successfully executing strategic plans...

  • Director – Premise Services Operations

    1 week ago

    Calgary, Canada AFL Full time

    Description : AFL Network Services is actively seeking a dynamic leader with a track record of achieving operational excellence to take on the pivotal role of Director for Premise Services Operations in SK and AB. We encourage you to apply if you possess expertise in optimizing operational processes, a track record of successfully executing strategic plans...

  • Director – Premise Services Operations

    1 week ago

    Calgary, Canada AFL Full time

    Description : AFL Network Services is actively seeking a dynamic leader with a track record of achieving operational excellence to take on the pivotal role of Director for Premise Services Operations in SK and AB. We encourage you to apply if you possess expertise in optimizing operational processes, a track record of successfully executing strategic plans...