Business Development Partner

Sun Life

Business Development Partner at Sun Life focused on recruiting and coaching financial advisors. Collaborating with district teams to drive business results and support advisor onboarding.

Posted 7/14/2026full-timeAbbotsford • 🇨🇦 CanadaJuniorMid-Level💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in training and onboarding financial advisors, with a focus on sales processes, product knowledge, and business planning. Holds necessary licenses and certifications to ensure compliance and effective support in the financial services industry.

Highest-signal resume keywords

Life Insurance Agent's LicenseMutual Fund LicenseSalesforce.com ProficiencyFinancial Planning Software ProficiencyTraining and Coaching Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ProcessBusiness PlanningProspectingCross-SellingData Analysis

Soft Skills

CoachingCommunicationClient Engagement

Tools & Technologies

Salesforce.comFinancial Planning SoftwareMicrosoft Applications

Certifications & Qualifications

Life Insurance Agent's LicenseMutual Fund LicenseBranch Manager's Course Examination

Industry Keywords

Financial ServicesAdvisor OnboardingSales GrowthProduct KnowledgeRegulatory Compliance

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.).
Monitor and track advisor activities, analyze data to drive insights into business practices.

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 where this role 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.

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.