Business Development Partner

Sun Life

Partenaire, développement des affaires chez Sun Life recrutant et formant des conseillers. Collaborer avec les équipes pour améliorer les performances commerciales et la conformité.

Posted 6/30/2026full-timeQuebec • 🇨🇦 CanadaJuniorMid-Level💰 CA$70,000 per yearWebsite

About the role

Key responsibilities & impact

Identify candidates for Sun Life advisor roles through community contacts, centers of influence and other referral sources.
Support candidates and ensure a positive onboarding experience.
Assist candidates with licensing training, market identification, business planning and joint client appointments.
Train and onboard new advisors and actively oversee the implementation of their onboarding plan.
Deliver training in areas such as product knowledge and the sales process, and provide pre- and post-sale support.
Enhance advisors’ skills and capabilities by coaching them in areas such as prospecting, building a solutions-focused practice, assessing cross-sell opportunities, the sales cycle, business management, and more.
Work with advisors to help them achieve their financial and strategic goals (sales growth, productivity, client engagement, etc.).
Collaborate with various Headquarters Centers of Excellence to support advisors.
Monitor advisors’ activities and follow up, and analyze data to gain insights into their business practices.
Oversee measures and activities required to ensure operational compliance.
Ensure assigned advisors have received appropriate training, are registered and licensed, and are completing defined product suitability assessments to meet regulatory and Sun Life obligations.
Escalate client complaints as required, including performing assessments and investigations related to advisors.
Ensure advisors’ conduct aligns with the terms described in their contracts.
Achieve key recruitment and production indicators.
Foster a positive district culture and relationships through events and recognition programs, and by participating in meetings.
Build a community presence for Sun Life and local advisors through events, activities and sponsorships.

Requirements

What you’ll need

Minimum 2 years of relevant experience in the financial services sector.
Valid life (individual) insurance license in the province where the district is located.
Valid group savings license (or obtain the license within the first 90 days).
Pass the Branch Managers’ course exam within the first 6 months and have sufficient experience to register as a Branch Manager (Group Savings) with the applicable provincial securities commission.
Be in good standing with applicable regulatory bodies.
Proficiency with a variety of technology tools (e.g., Salesforce, financial planning software and Microsoft applications).

Benefits

Comp & perks

Work in a performance-driven environment with recognition for your achievements.
Be part of a supportive and collaborative workplace.
Opportunity to start a rewarding career with talented, diverse teams.
Work for a company that values health, wellness and work/life balance.
We encourage everyone to be champions of continuous improvement.
Well-established organization with a history of over 150 years.
Competitive compensation program.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business PlanningSales Process KnowledgeProduct KnowledgeOperational ComplianceData Analysis

Soft Skills

CoachingRelationship BuildingCommunicationProblem SolvingEvent Planning

Certifications

Life Insurance LicenseGroup Savings LicenseBranch Managers’ Course Certification