Business Development Partner

4 days ago


Winnipeg, Canada Sun Life Full time

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 - who are at 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.

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 - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and the broader community.

**Objective of this role**:
The primary purpose of the Business Development Partner is to recruit, onboard, develop and coach developing advisors during their first four years. You will play an important role in helping these 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. You will report to the District Manager and collaborate with the district and regional team.

**What will you do?**
- Lead developing Advisors through onboarding, training and development programs.
- Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)
- Oversee required measures to ensure compliant operations at the Financial Centre Level.
- Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
- Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
- Escalate client complaints including assessment and advisor investigations.
- Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

**What do you need to succeed?**
- Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
- Strong sales management and business development skills.
- Strong mentoring, coaching, performance management and influencing skills.
- Strong communication (written and verbal) and relationship building skills.
- Previous experience leading people through large-scale change within a matrix environment.
- Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
- Previous people leadership experience would be an asset.
- Strong working knowledge of the regulatory environment.

**What will be nice to have**:

- Minimum 5 years of related experience within the financial services industry.
- Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
- Must be willing to 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.
- Must be in good standing with applicable regulators.
- A professional financial services designation would be an asset.

**What’s in it for you?**
- Working within a high performance culture.
- Supportive working environment, culture of collaboration.
- Talented and diverse workforce; opportunity to launch a rewarding career.
- A company that promotes health, wellness, and work/life balance.
- We encourage our employees to champion continuous improvement.
- Joining a reputable organization with over 150 years of history.
- Attractive compensation and benefit package.

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 depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will b



  • Winnipeg, MB, Canada Winnipeg Economic Development & Tourism Full time

    RESPONSIBILITIES/FUNCTIONS Winnipeg Economic Development & Tourism is looking for an organized, collaborative and communicative professional who is enthusiastic about making an impact on Winnipeg and its future. If you believe in our city, have a passion for people and process, and are interested in helping our organization operate at its best, consider...


  • Winnipeg, MB, Canada Winnipeg Economic Development & Tourism Full time

    RESPONSIBILITIES/FUNCTIONS Winnipeg Economic Development & Tourism is looking for an organized, collaborative and communicative professional who is enthusiastic about making an impact on Winnipeg and its future. If you believe in our city, have a passion for people and process, and are interested in helping our organization operate at its best, consider...


  • Winnipeg, MB, Canada Winnipeg Economic Development & Tourism Full time

    RESPONSIBILITIES/FUNCTIONS Winnipeg Economic Development & Tourism is looking for an organized, collaborative and communicative professional who is enthusiastic about making an impact on Winnipeg and its future. If you believe in our city, have a passion for people and process, and are interested in helping our organization operate at its best, consider...


  • Winnipeg, Canada Winnipeg Economic Development & Tourism Full time

    Winnipeg Economic Development & Tourism is in search of a vibrant, collaborative and purpose-driven individual to join our team. If you're brimming with energy, thrive in collaborative environments, and are passionate about making a tangible difference in the fabric of Winnipeg's community, then this opportunity is for you. As a natural ambassador for all...


  • Winnipeg, Canada What is Economic Development Full time

    BUSINESS DEVELOPMENT MANAGER - ADVANCED MANUFACTURING AND AEROSPACE Winnipeg Economic Development & Tourism is looking for an organized, collaborative and communicative professional who is enthusiastic about making an impact on Winnipeg and its future. If you believe in our city, have a passion for people and process, and are interested in helping our...


  • Winnipeg, Canada Sun Life Financial Full time

    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...


  • Winnipeg, Canada Sun Life Financial Full time

    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...


  • Winnipeg, Canada Dufresne Full time

    The Dufresne Group is currently seeking an **SRO Business Partner** for our Strategic Realization Office (SRO) Team within our **Home Office** located at **147 Commerce Drive** in **Winnipeg, MB**.** As an SRO Business Partner you will combine strategic thinking, leadership, effective collaboration, and strong analytical and communication skills. Acting as...


  • Winnipeg, Canada HR Personnel Services Full time

    The Human Relations Business Partner consults with business units and HR colleagues to identify business and/or people concerns and work together to develop solutions. The HR Business Partner achieves employee and management satisfaction through the direction, development and implementation of effective employee relations, recruiting and selection processes...


  • Winnipeg, MB, Canada Winnipeg Economic Development & Tourism Full time

    Winnipeg Economic Development & Tourism is in search of a vibrant, collaborative and purpose-driven individual to join our team. If you're brimming with energy, thrive in collaborative environments, and are passionate about making a tangible difference in the fabric of Winnipeg's community, then this opportunity is for you. As a natural ambassador for all...