Business Development Partner

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

Benefits offered by this job

Hybrid work environment

Competitive compensation package

Job summary

Sun Life Financial in Victoria, Canada, seeks a Business Development Partner Coaching for growth. You’ll recruit, onboard, train and coach developing advisors during their first four years, helping them build holistic financial services practices including life, health and wealth products.

You’ll report to the District Manager and collaborate across teams to drive business results, while maintaining regulatory compliance and driving production metrics.

Qualifications

• Minimum 2 years of related experience within the financial services industry.
• Must hold a valid Life Insurance Agent’s license in the province your District is located.
• Must hold a valid Mutual Fund license or obtain it within the first 90 days.
• Must 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, within the first 6 months in the role.
• Must be in good standing with applicable regulators.
• Proficient with Salesforce.com, Financial Planning software and Microsoft applications.

Responsibilities

• Source candidates for Sun Life advisor role through community contacts and referrals.
• Support onboarding and licensing studies, market identification and joint client appointments.
• Train and onboard new advisors and oversee onboarding plans.
• Conduct training in product knowledge and sales process.
• Coach advisor skills in prospecting, cross-selling and sales cycle.
• Work with advisors to meet financial and strategic objectives.
• Partner with Centre of Excellence teams to support advisors.
• Monitor activities and analyze data to drive insights.
• Ensure compliant operations and product suitability reviews.
• Escalate client complaints and investigate advisor issues.
• Maintain advisor conduct per Advisor Agreement.
• Achieve key recruiting and production metrics.
• Foster a positive culture through events and sponsorships.

Skills

Business acumen

Product knowledge

Sales management

Business development

Prospecting

Recruitment

Mentoring

Coaching

Performance management

Influencing

Problem solving

Analytics

Regulatory knowledge

Communication

Relationship building

Target market analysis

Sales leadership

Target achievement mindset

Regulatory upkeep

Professional development

Education

Life Insurance Agent license (province)

Mutual Fund license

Branch Manager Course Exam

Tools

Salesforce.com

Financial Planning software

Microsoft applications

Job description

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description: Business Development Partner 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 (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll 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’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall District.

What will you do?

• Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
• Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard new advisors and actively oversee successful implementation of their onboarding plan.
• Conduct training in various areas such as product knowledge, sales process and through providing pre- and post-sales support.
• Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.
• Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.).
• Partner with various head office Centre of Excellence teams to support advisors.
• Monitor and track advisor activities, analyze data to drive insights into business practices.
• Oversee required measures and activities to ensure compliant operations.
• Ensure assigned advisors are appropriately trained, licensed, registered, and following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations.
• Escalate Client complaints including assessment and advisor investigations.
• Ensure advisor conduct aligns to Advisor Agreement.
• Achieve key recruiting and production metrics.
• Foster a positive culture and relationship within the District through events, recognition programs and participation in meetings Build community presence, for Sun Life and local advisors, through events, activities and sponsorships

Required skills:

• Business acumen, product knowledge (insurance and wealth) and an understanding of the market, competition and industry.
• Strong sales management and business development skills.
• Strong prospecting and recruitment skills.
• Strong mentoring, coaching, performance management and influencing skills.
• Problem solving, analytical and decision-making skills.
• Strong communication (presentation, written and verbal) and relationship building skills.
• Ability to support an advisor in defining and accessing their target market.
• Previous experience leading sales teams.
• Forward thinking, goal-oriented with focus on achieving targets.
• Strong working knowledge of the regulatory environment.
• Ability to manage a successful performance management process in a sales culture.
• Committed to ongoing personal and professional development.

Qualification and educational requirements:

• Minimum 2 years of related experience within the financial services industry.
• Must hold a valid Life Insurance Agent’s license in the province your District is located.
• Must hold a valid Mutual Fund license or obtain it within the first 90 days.
• Must 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, within the first 6 months in the role.
• Must be in good standing with applicable regulators.
• Proficient with various technologies – i.e., Salesforce.com, Financial Planning software, Microsoft applications.

Assets

• Professional designation(s) in financial services.
• Previous experience in an advisor role.
• Previous people leadership experience.

What’s in it for you?

• Work within a high-performance culture and be recognized for your achievements.
• Be part of a supportive, collaborative working environment.
• Opportunity to launch a rewarding career with a talented and diverse workforce.
• 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 package.
• The Business Development Partner role is intended to be focused on in-person coaching and support.
• At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.
• Flexible work options can be discussed throughout the selection process depending on the role requirements and individual needs **This role has a salary outside of the range posted below. Sun Life offers a market-competitive total compensation package, including a base salary and variable incentive. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities. The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. **

Salary Range: 80,000/80 000 - 128,000/128 000

Job Category: Sales - SIP Posting End Date: 21/08/2026

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues.

We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail].

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. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn.

At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers