Business Development Partner

Sun Life

Business Development Partner at Sun Life focused on recruiting and training new financial advisors. Collaborating with teams to foster growth and compliance within a dynamic company environment.

Posted 4/25/2026full-timeMississauga • 🇨🇦 CanadaJuniorMid-Level💰 CA$80,000 - CA$128,000 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningsales processbusiness managementprospectingcross-sellingdata analysiscomplianceclient engagementtrainingcoaching

Soft Skills

leadershipcommunicationrelationship buildingorganizational skillsproblem-solvingteam collaborationevent planningcultural awarenessmentoringcustomer service

Certifications

Life Insurance Agent’s licenseMutual Fund licenseBranch Manager’s Course Examination