Business Development Coordinator
McCarthy Tétrault
Business Development Partner
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$80,000 - CA$128,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead developing Advisors through onboarding, training and development programs.
- Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.).
- Oversee required measures to ensure compliant operations at the Financial Centre Level.
- Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
- Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
- Escalate client complaints including assessment and advisor investigations.
- Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.
Requirements
- Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
- Strong sales management and business development skills.
- Strong mentoring, coaching, performance management and influencing skills.
- Previous experience leading people through large-scale change within a matrix environment.
- Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
- Previous people leadership experience would be an asset.
- Strong working knowledge of the regulatory environment.
Benefits
- Working within a high performance culture.
- Supportive working environment, culture of collaboration.
- Talented and diverse workforce; opportunity to launch a rewarding career.
- A company that promotes health, wellness, and work/life balance.
- We encourage our employees to champion continuous improvement.
- Attractive compensation and benefit package.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance productswealth productssales managementbusiness developmentperformance managementmentoringcoachingregulatory compliance
Soft skills
leadershipinfluencingclient engagementtrainingonboardingproblem-solving
