Advisor Growth & Recruitment Coach

Sun Life Financial; Quebec; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Quebec seeks a Business Development Partner to recruit, onboard, and train new advisors. You will support their development in building a holistic financial practice while collaborating with the district team to drive business results. Candidates should have 2+ years in financial services, relevant licenses, and strong coaching and business development skills. A competitive salary and flexible working options are offered, fostering a culture of wellness and collaboration.

Benefits

Attractive compensation package

Supportive working environment

Flexible work options

Health and wellness promotion

Qualifications

• Experience in the financial services industry.
• Strong understanding of market and competition.
• Proficiency with various technologies.

Responsibilities

• Source candidates for the advisor role.
• Support onboarding and ensure positive experiences.
• Train new advisors and oversee onboarding plans.
• Monitor advisor activities and ensure compliance.

Skills

Business acumen

Sales management

Coaching

Analytical skills

Strong communication

Problem solving

Mentoring

Recruitment skills

Decision-making

Education

Minimum 2 years of experience in financial services

Valid Life Insurance Agent’s license

Valid Mutual Fund license

Branch Manager’s Course Examination

Tools

Salesforce.com

Financial Planning software

Microsoft applications

Job description

A leading financial services firm in Quebec seeks a Business Development Partner to recruit, onboard, and train new advisors. You will support their development in building a holistic financial practice while collaborating with the district team to drive business results. Candidates should have 2+ years in financial services, relevant licenses, and strong coaching and business development skills. A competitive salary and flexible working options are offered, fostering a culture of wellness and collaboration.