Financial Advisor Development Coach

genetec; Montreal; On-site; CAD 70,000 - 80,000; Full time

Job summary

Sun Life is seeking a Business Development Partner to recruit, onboard, train, develop and coach developing advisors. You’ll support them in building a holistic financial services practice across Canada and report to the District Manager.

The role requires a valid driver’s license and will cover Laval, Blainville, Lanaudiere, Laurentides, Gatineau and Abitibi sectors. Base salary is CA$70,000–CA$80,000 yearly with full-time employment.

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 within the first 6 months.
• Proficient with Salesforce.com and Microsoft applications.

Responsibilities

• Source candidates for the Sun Life advisor role through community contacts and referrals.
• Support candidates and ensure a positive onboarding experience, including licensing studies and market identification.
• Train and onboard new advisors and oversee onboarding plans; provide product knowledge and sales process training.
• Coach advisors to develop their holistic business, assess cross‑selling opportunities and manage the sales cycle.
• Ensure advisors are trained, licensed, registered and compliant with regulatory reviews.
• Achieve recruiting and production metrics and promote a positive district culture.

Skills

Sales management

Recruiting

Coaching

Communication

Bilingual - French/English

Education

Life Insurance License

Mutual Fund License

Branch Manager Course

Tools

Salesforce

MS Office

Financial Planning software

Job description

Sun Life is seeking a Business Development Partner to recruit, onboard, train, develop and coach developing advisors. You’ll support them in building a holistic financial services practice across Canada and report to the District Manager.

The role requires a valid driver’s license and will cover Laval, Blainville, Lanaudiere, Laurentides, Gatineau and Abitibi sectors. Base salary is CA$70,000–CA$80,000 yearly with full-time employment.