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Added 1 hour ago
Director of Operations
Recrute Action
Montreal, QC
Lead the Advisor Services team, which supports advisors and their teams with operational and client account-related requests.
Added 2 hours ago
Sales Associate
iA Financial Group (Industrial Alliance)
Toronto, ON
Full-time
Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 2 hours ago
Wealth Associate
National Bank of Canada
Laval, QC
Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 hours ago
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 3 hours ago
Business Development Partner
Sun Life Québec
Pointe-Claire, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 3 hours ago
Business Development Partner
Sun Life Québec
Montreal, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
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Added 6 hours ago
Business Development Partner
Sun Life
Pointe-Claire, QC · Montreal, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
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…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
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Bilingual Senior Compliance Officer, Branch Audit
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ON
Full-time
Help Advisors/branches solve problems and implement solutions designed to foster client trust and help build the Advisor’s business.
Added 8 hours ago
Senior Accountant, Assurance and Accounting
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…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
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Senior Accountant, Assurance and Accounting
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…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 18 hours ago
Branch Operations Manager
Royal Bank of Canada
Newmarket, ON
Full-time
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Added 18 hours ago
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 18 hours ago
Banking Advisor
Royal Bank of Canada
Riverside, MB · KILLARNEY - TURTLE MOUNTAIN, Manitoba
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 19 hours ago
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
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NS · INVERNESS, Nova Scotia
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Branch Operations Manager
RBC Dominion Securities
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
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Branch Operations Manager
RBC
Newmarket, ON
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Added 22 hours ago
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Added 22 hours ago
Branch Manager Advisor
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Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 22 hours ago
Banking Advisor
RBC
Estevan, SK
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 22 hours ago
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Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

Sun Life Québec

Business Development Partner

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 30, 2026
Experience: Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Sep 30, 2026

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Original job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

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.
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
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.
The Business Development Partner role is intended to be focused on in-person coaching and support. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Flexible work options can be discussed throughout the selection process depending on the role requirements and individual needs

This role has a salary outside of the range posted below. Sun Life offers a market-competitive total compensation package, including a base salary and variable incentive. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Sales - SIP

Posting End Date:

14/10/2026

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More about this job

Responsibilities

Recruit, onboard, train, develop, and coach developing financial advisors during their first four years, supporting them in building holistic insurance and wealth practices. Track advisor performance and compliance, support business growth, and strengthen district relationships and community presence.

Requirements

Requires at least two years of related financial services experience, a valid provincial life insurance agent license, and a mutual fund license or the ability to obtain one within 90 days. Candidates must complete the Branch Manager’s Course Examination and meet registration requirements within six months, be in good regulatory standing, and bring sales leadership, coaching, recruitment, and communication skills.

Skills

Business Development
Sales Management
Advisor Recruitment
Prospecting
Coaching And Mentoring
Performance Management
Relationship Building
Financial Services Product Knowledge
Insurance And Wealth Products
Business Planning
Analytical And Decision-Making Skills
Regulatory Compliance
Communication And Presentation
Market Development
Client Engagement
Salesforce

Benefits

Flexible Work Environment
Health And Wellness Support
Work-Life Balance
Performance Recognition
Sales Incentive Plan
Competitive Compensation

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Insurance
Wealth Products
Life Insurance Agent License
Mutual Fund License
Mutual Fund Branch Manager Registration
Regulatory Compliance
Product Suitability Reviews
Advisor Recruitment
Advisor Onboarding
Sales Management
Prospecting
Business Development
Coaching
Mentoring
Performance Management
Business Planning
Cross-Selling
Client Engagement
Sales Growth
Salesforce.com
Financial Planning Software
Microsoft Applications
Community Sponsorships

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