Advisor Development Coach — Financial Services

Sun Life Financial; Stratford; On-site; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The position emphasizes mentoring and coaching, making a positive impact on advisors' careers.

Benefits

Flexible benefits

Networking opportunities

Inclusive work environment

Qualifications

• Ability to support an advisor in defining and accessing their target market.
• Committed to ongoing personal and professional development.
• Previous experience leading sales teams.

Responsibilities

• Recruit, onboard, train, develop and coach new advisors.
• Ensure a positive onboarding experience for candidates.
• Monitor and track advisor activities and analyze data.
• Achieve key recruiting and production metrics.

Skills

Business acumen

Sales management

Mentoring and coaching

Communication skills

Analytical skills

Problem solving

Decision-making skills

Recruitment skills

Education

Minimum 2 years of experience in financial services

Valid Life Insurance Agent’s license in Ontario

Valid Mutual Fund license in Ontario

Professional designation(s) in financial services

Tools

Salesforce.com

Financial Planning software

Microsoft applications

Job description

A leading financial services company in Canada seeks a Business Development Partner to recruit and train new advisors. This role offers a competitive salary of CAD 80,000 to CAD 128,000, benefits, and opportunities for career growth within a supportive environment. Candidates should have experience in financial services, along with relevant licenses. The position emphasizes mentoring and coaching, making a positive impact on advisors' careers.