Advisor Growth Partner | Hybrid & Coaching Focus

Sunlife; Toronto; Hybrid; CAD 85,000 - 128,000; Full time

Benefits offered by this job

Hybrid work model

Attractive compensation package

Diversity and inclusion focus

Job summary

Sun Life is hiring a Business Development Partner to recruit, onboard, train and coach developing advisors during their first four years. You’ll support them in building a holistic financial services practice, including life and health insurance and wealth products, reporting to the District Manager and collaborating with district and regional teams.

The role emphasizes prospecting, onboarding excellence, and ensuring compliance while driving recruiting and production metrics in a hybrid work

Qualifications

• Minimum 2 years in financial services.
• Valid Life Insurance Agent license in province.
• Mutual Fund license or plan to obtain within 90 days.
• Branch Manager Course exam within 6 months.
• In good standing with regulators.
• Proficient with Salesforce, FP software and MS apps.

Responsibilities

• Source candidates for advisor roles and onboarding.
• Coach developing advisors on licensing, business planning and client appointments.
• Train and supervise onboarding plans and product knowledge.

Skills

Sales leadership

Business development

Recruitment

Mentoring

Relationship building

Education

Life Insurance Agent license

Mutual Fund license

Branch Manager Course

Regulatory compliance

Tools

Salesforce

Financial Planning software

Microsoft Office

Job description

Sun Life is hiring a Business Development Partner to recruit, onboard, train and coach developing advisors during their first four years. You’ll support them in building a holistic financial services practice, including life and health insurance and wealth products, reporting to the District Manager and collaborating with district and regional teams.

The role emphasizes prospecting, onboarding excellence, and ensuring compliance while driving recruiting and production metrics in a hybrid work