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Business Development and Support Manager
2 weeks ago
As a Business Development Partner at Sun Life Financial, you will have the opportunity to make a meaningful impact on the lives of individuals, families, and communities around the world. This role requires strong leadership and coaching skills, with a focus on business development, sales growth, and client service.
Key Responsibilities:
- Onboard, develop, and support between 8-15 developing advisors over a period of 36-48 months, fostering their growth and success.
- Collaborate with advisors to achieve financial and strategic objectives, such as sales growth, productivity, and client engagement.
- Maintain operational effectiveness by ensuring compliance with regulatory requirements and Sun Life obligations.
- Educate assigned advisors on products, suitability, and licensing requirements to ensure adherence to regulatory and company standards.
- Escalate client complaints, assess advisor performance, and investigate any issues that may arise.
- Monitor and analyze data to ensure adherence to business plans and operational effectiveness.
Requirements:
- 2-3 years of experience working with advisors or similar roles.
- A passion for leadership and developing others' potential.
- Must have or be willing to obtain a valid Life Insurance Agent's license in the province where your Financial Centre is located.
- Must have or be willing to obtain a Mutual Funds License in the province where your Financial Centre is located.
- Must complete the Branch Manager's Course Examination and meet experience requirements to register as a mutual fund branch manager with the relevant provincial securities commission.
What We Offer:
- A competitive base salary with a commission component.
- A friendly, collaborative, and inclusive culture.
- 20 vacation days per year.
- Flexible benefits from day one to meet your needs and those of your family.
- Pension, stock, and savings programs to help build and enhance your future financial security.
- A flexible work environment.
- The opportunity to move along various career paths with amazing networking potential.
- Access to our Global Learning Centre, available 24/7 for your learning needs.
- Wellness programs that support the three pillars of your health – mental, physical, and financial.
Award-Winning Employer:
Sun Life Financial has been recognized as a Best Workplace in Canada by Great Place to Work Canada and ranked among the Global 100 Most Sustainable Corporations in the World by Corporate Knights.
