Business Development Partner

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients—the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Coaching for growth, client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors. Locations: Burlington, Oakville, Hamilton, St‑Catharines. This position is in office only. Objective of this role Recruit, onboard, train, develop, and coach new advisors during their first four years. Help advisors establish their business and witness their growth by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. Report to the District Manager (DM) and collaborate with the district and regional team to generate business results for the overall district. Support candidates and ensure a positive onboarding experience, including licensing studies, market identification, business planning, and joint client appointments. Train and onboard new advisors and actively oversee the successful implementation of their onboarding plan. Conduct training in product knowledge, sales process, and provide pre‑ and post‑sales support. Develop advisor skills and capabilities through coaching in prospecting, business practice development, cross‑selling opportunities, sales cycle, business management, and more. Work with advisors to meet their financial and strategic objectives (sales growth, productivity, client engagement). Partner with head office Centre of Excellence teams to support advisors. Monitor and track advisor activities and analyze data to derive insights into business practices. Ensure compliant operations and that advisors are appropriately trained, licensed, registered, and follow product suitability reviews. Escalate client complaints, assess and investigate advice issues. Ensure advisor conduct aligns with the Advisor Agreement. Achieve key recruiting and production metrics. Foster a positive culture and relationships through events, recognition programs, and meetings. Build community presence for Sun Life and local advisors through events, activities, and sponsorships. What do you need to succeed Business acumen, product knowledge (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. Excellent communication (presentation, written, and verbal) 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 focus on achieving targets. Strong knowledge of the regulatory environment. Ability to manage a successful performance management process in a sales culture. Committed to ongoing personal and professional development. Qualification Minimum 2 years of related experience within the financial services industry. Must hold a valid Life Insurance Agent’ 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 meet the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission within the first six months. Must be in good standing with applicable regulators. Proficiency with technology such as Salesforce.com, financial planning software, and Microsoft applications. Must have a valid driver’s license. Professional designation(s) in financial services. Previous experience in an advisor role. Previous people leadership experience. What’s in it for you Work within a high‑performance culture and be recognized for achievements. Be part of a supportive, collaborative working environment. Opportunity to launch a rewarding career with a talented and diverse workforce. A company that promotes health, wellness, and work/life balance. We encourage employees to champion continuous improvement. Joining a reputable organization with over 150 years of history. Attractive compensation package. Role focuses on in‑person coaching and support within a flexible work environment where options can be discussed during selection. This role has a salary outside the range posted below. Sun Life offers a market‑competitive total compensation package, including a base salary and variable incentive. This role is eligible to participate in a sales incentive plan with industry‑leading incentive payout opportunities. Salary Range 80,000 – 128,000 Job Category Sales – SIP Posting End Date 23/11/2025 Seniority level Not Applicable Employment type Full‑time Job function Business Development and Sales Financial Services and Insurance We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our clients and you. Several work options are available and can be discussed throughout the selection process. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to thebrightside@sunlife.com. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. #J-18808-Ljbffr