In-Office Business Development Coach for Advisors

Sun Life; Red Deer; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Red Deer, Alberta is seeking a Business Development Partner to recruit, onboard, and train new advisors. The role involves supporting advisors in building their financial services practice and ensuring compliance with industry regulations. The ideal candidate has a strong background in sales management, coaching, and business development. This position offers a competitive compensation package and a hybrid work environment to ensure work/life balance.

Benefits

Attractive compensation package

Health and wellness programs

Supportive work environment

Career development opportunities

Qualifications

• Minimum 2 years of experience in financial services.
• Must hold valid Life Insurance Agent’s license.
• Proficient with Salesforce.com and Microsoft applications.

Responsibilities

• Recruit and train new advisors in financial services.
• Support candidates with onboarding and licensing studies.
• Monitor advisor activities and ensure compliance.

Skills

Business acumen

Sales management

Business development

Prospecting

Coaching

Analytical skills

Communication skills

Problem solving

Education

Life Insurance Agent’s license

Mutual Fund license

Branch Manager’s Course Examination

Tools

Salesforce.com

Financial Planning software

Microsoft applications

Job description

A leading financial services firm in Red Deer, Alberta is seeking a Business Development Partner to recruit, onboard, and train new advisors. The role involves supporting advisors in building their financial services practice and ensuring compliance with industry regulations. The ideal candidate has a strong background in sales management, coaching, and business development. This position offers a competitive compensation package and a hybrid work environment to ensure work/life balance.