Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.
Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.
Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.
Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.
Description de poste:
Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors.
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and the broader community.
Objective of this role:
The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll play an important role in helping these advisors establish their business and witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall District.
What will you do?
- 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
Required skills: What do you need to succeed?
- Business acumen, product knowledge (insurance and wealth) and an understanding of the market, competition and industry.
- Strong sales management and business development skills.
- Strong prospecting and recruitment skills.
- Strong mentoring, coaching, performance management and influencing skills.
- Problem solving, analytical and decision-making skills.
- Strong communication (presentation, written and verbal) and relationship building skills.
- Ability to support an advisor in defining and accessing their target market.
- Previous experience leading sales teams.
- Forward thinking, goal-oriented with focus on achieving targets.
- Strong working knowledge of the regulatory environment.
- Ability to manage a successful performance management process in a sales culture.
- Committed to ongoing personal and professional development.
Qualification and educational requirements:
- 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.
What’s in it for you?
- 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.
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L'étendue du salaire de base s'applique au lieu principal pour lequel l'emploi est affiché. Elle peut varier en fonction du lieu de travail du candidat retenu ou d'autres facteurs. En plus du salaire de base, les employés admissibles de Sun Life participent à divers régimes d'encouragement dont le paiement est discrétionnaire et assujetti au rendement individuel et à celui de l'entreprise. Certains rôles axés sur les ventes comportent des régimes d'encouragement à la vente basés sur les résultats des ventes individuelles ou de groupe.
La diversité et l'inclusion ont toujours été au cœur de nos valeurs chez Sun Life. Une main-d'œuvre diversifiée avec des perspectives variées et des idées créatives profite à nos Clients, aux communautés où nous opérons et à nous tous comme collègues. Nous accueillons les demandes de personnes qualifiées de tous les milieux.
Les personnes handicapées qui ont besoin d'accommodements dans le processus de demande ou celles qui ont besoin d'offres d'emploi dans un format différent peuvent envoyer une demande par courriel à [email protected] .
Nous sommes fiers d'être une organisation hybride qui offre à nos employés le choix et la flexibilité de travailler à la fois au bureau et virtuellement en fonction des besoins de l'entreprise, de nos Clients et de vous.
Nous pouvons utiliser l'intelligence artificielle pour soutenir la recherche de candidats, le filtrage et la planification des entrevues.
Nous remercions tous les candidats d'avoir manifesté de l'intérêt pour ce poste. Seuls les candidats sélectionnés pour une entrevue seront contactés.
Échelle salariale :
80,000/80 000 - 128,000/128 000
Catégorie d'emploi :
Ventes - SIP
Fin de l'affichage :
07/08/2026
