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Added 25 mins ago
Bilingual Advisor Support Associate
The Canada Life Assurance Company
Kingston, ON · London, ON · Ottawa, ON · ON · Montreal, QC · Pointe-Claire, QC · Mississauga Ontario, ON
This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented,…
Added 25 mins ago
Advisor Support Associate
The Canada Life Assurance Company
Calgary, AB · Kingston, ON · London, ON · Ottawa, ON · ON · Mississauga Ontario, ON
This role is essential to maintaining efficient daily operations, delivering a high-quality client experience, and supporting Advisor productivity. The ideal candidate is detail-oriented,…
Added 55 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 55 mins ago
T
Personal Banking Associate - O'Brien, Ville Saint Laurent (Part-time, 18.75h/week)
TD
Montreal, QC
- Part-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 55 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 2 hours ago
T
Personal Banking Associate
TD
Salmon Arm, BC
- Part-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 6 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Hull, St-Joseph
TD
Hull, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 7 hours ago
WL
Service Associate (Full Time)
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- Full-time
Mutual Fund License (Required - or obtain within 6 months)
Added 7 hours ago
BG
Sales Coordinator
Beutel, Goodman & Company Ltd.
Toronto, ON
- Full-time
Generate and distribute daily and weekly mutual fund sales reports, including updating new dealer representative codes on the master list.
Added 19 hours ago
MG
Business/Admin Temp.
Maplesoft Group, an SEB Company
Mississauga, ON
- Contract
Previous experience in wealth management, mutual fund dealer operations, banking, customer service, dealer support, or call centre environments.
Added 1 day ago
T
Personal Banking Associate - Monkland (18.75 hours)
TD
Montreal, QC
- Part-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate - Saint-Hyacinthe (Full Time)
TD
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 1 day ago
T
Personal Banking Associate (Part time, 18.75h)- Montée Paiement, Gatineau
TD
Gatineau, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 1 day ago
T
Personal Banking Associate (Full time)- Lachenaie
TD
Lachenaie, QC
- Full-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 2 days ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
Licensing Requirements: For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing…
Added 2 days ago
Senior Operations Associate, temporary 6-month contract
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 2 days ago
CL
Advisor Services Associate
Canada Life
Mississauga, ON
- Full-time
2-5 years of experience within the Mutual Fund Industry and specifically Registered products in a Nominee environment.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 2 days ago
R
Associate, Wealth Management
RBC
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…
Added 2 days ago
CF
Service Associate
CI Financial
Vancouver, BC
- Full-time
Accurately process daily mutual fund, stock, and bond trades.
Added 3 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client…
Added 3 days ago
T
Personal Banking Associate
TD
Winnipeg, MB
- Full-time
For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to…
Added 3 days ago
RB
Associate, Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.…

Closed listing

Sun Life

Business Development Consultant

Oakville, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 8, 2026
Experience: University degree with minimum 5 years of related experience within the financial services industry.
Posting language: English
Posted: Sep 28, 2026

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Original job description

Archived listing. The details below describe a past opening.

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:

Focused on coaching for growth, consulting with experienced advisors, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. 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.

The primary purpose of the Business Development Consultant (BDC) is to recruit, onboard, coach and develop experienced advisors. You will play an important role in helping these advisors grow their business by supporting them in building and expanding a holistic financial services practice that includes life and health insurance and wealth products. You will contribute to the success of the District overall. You will report to the District Manager (DM) and collaborate with the district and regional team.

What will you do?

Source new and experienced candidates with established practices, for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.
Maintain regular contact with referral sources, including advisors, centres of influence and other community partners.
Actively oversee the successful execution of a new advisors’ onboarding plan, in collaboration with the District team.
Partner with the Recruiting Consultant (RC), DM and Business Development Partner (BDP) to participate at recruiting events, such as career fairs.
Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales, Clients, assets, etc.) by providing coaching, training and consulting on market identification, sales planning and joint field work.
Guide and direct advisors to the partners and resources at head office that support their business practice, specialized training and processes (e.g. Centre of Excellence Teams)
Coach and support experienced Advisors to deliver on business results; support the advisors in creating business plans, proposals, business solutions and implementation plans to achieve business results.
Provide coaching and training to build skills and knowledge and address gaps, to help advisors meet their plans/target and to align with compliance and other requirements.
Run business assessments to identify opportunities and support advisors to improve business performance and Client engagement.
Lead adoption of new business process changes, supporting advisors through implementation.
Monitor and manage performance of experienced advisors and ensure alignment to business targets.
Deliver business results consistent with District and regional targets (sales growth, productivity, client engagement).
Oversee required measures to support the District Manager in ensuring compliant operations for experienced advisors.
Provide oversight and support for corrective action of market conduct audit.
Work closely with the BDP and advisors transitioning from developing advisor to other advisor segments with emphasis on practice management, coaching including business planning, effective joint field work, best practices, digital tool adoption and other methods to grow their practice.
Partner with BDP to develop the skills and competencies of Graduate advisors, identify potential candidates for Associate Advisors or Alliance opportunities.
Achieve key metrics related to recruiting and production.

What do you need to succeed?

Business acumen, strong product knowledge (insurance and wealth); good understanding of the local market.
Strong sales management and business development skills.
Strong mentoring, coaching, performance management and influencing skills.
Strong communication (presentation, written and verbal) and relationship building skills.
Forward thinking, goal-oriented with focus on achieving targets.
Previous experience leading people through large-scale change within a matrix environment.
Business planning and management skills.
Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
Ability to manage a successful performance management process in a sales culture.

Qualification and educational requirements:

University degree with minimum 5 years of related experience within the financial services industry.
Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
Must hold a valid Mutual Fund license.
Must have completed 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.
Must be in good standing with applicable regulators.
A professional financial services designation would be an asset.

What will be nice to have:

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.

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:

07/10/2026

About employer

More about this job

Responsibilities

Recruit, onboard, coach, and develop experienced financial advisors, helping them grow holistic practices across insurance and wealth products. Support district and regional targets by managing advisor performance, strengthening business plans and client engagement, and ensuring compliant operations.

Requirements

Requires a university degree, at least five years of related financial services experience, a valid provincial life insurance agent license and mutual fund license, and completion of the Branch Manager’s Course Examination with eligibility for mutual fund branch manager registration. Candidates need strong sales, coaching, business planning, communication, product knowledge, and regulatory skills; a professional financial services designation and prior advisor or people leadership experience are assets.

Skills

Business Development
Recruiting
Advisor Coaching
Sales Management
Financial Services Product Knowledge
Business Planning
Performance Management
Relationship Building
Communication
Mentoring
Market Analysis
Change Management
Regulatory Compliance
Client Engagement
Influencing
Practice Management

Benefits

Competitive Compensation
Sales Incentive Plan
Health And Wellness Support
Work-Life Balance
Hybrid Work Flexibility
Professional Development

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Life Insurance
Health Insurance
Wealth Products
Advisor Recruiting
Advisor Onboarding
Sales Growth
Business Development
Business Planning
Practice Management
Market Identification
Joint Field Work
Performance Management
Client Engagement
Regulatory Compliance
Market Conduct Audit
Mutual Fund License
Life Insurance Agent License
Mutual Fund Branch Manager Registration
Centre Of Excellence Teams
Digital Tool Adoption
Change Management

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