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Added 14 mins ago
Client Advisor
Royal Bank of Canada
Conception Bay South, NL
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 14 mins ago
Client Advisor
Royal Bank of Canada
Mission, BC
Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 14 mins ago
Client Advisor
Royal Bank of Canada
Saskatoon, SK
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 26 mins ago
Manager, Tax
ACCA Careers
St. Catharines, ON
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 58 mins ago
International Admissions Client Services Assistant
Carleton University
Ottawa, ON
Other
…an interview will be requested to contact the Human Resource Advisor assigned to this competition as soon as possible to discuss any accommodation requirements. Arrangements will be made to…
Added 58 mins ago
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
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Part-time
Family Practitioner, Forensic Assertive Community Treatment
Added 1 hour ago
Business Advisor - District Opportunity - Alberta North area
Scotiabank
Red Deer, AB
Business Advisor – District Opportunity – Alberta North area
Added 1 hour ago
Associate Student Recruitment Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
$5,692.25 to $8,179.5 CAD / month
Full-time
The Associate Student Recruitment Advisor reports to the Associate Director, Student Recruitment & Advising. The position works closely in collaboration with: (a) Student Recruiter-Advisors…
Added 1 hour ago
Associate
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
Added 1 hour ago
Associate
Royal Bank of Canada
Ottawa, ON
Full-time
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Added 1 hour ago
Financial Advisor
Royal Bank of Canada
North Bay, ON
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
Manager, U.S. Personal Tax
ACCA Careers
Calgary, AB
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 1 hour ago
Director of Primary Care
Canadian College of Health Leaders - Northwestern Ontario Chapter
London, ON
Full-time
…for LIHC’s primary care services, ensuring alignment with the Community Health Centre model of care, organizational mission, strategic priorities, and funder requirements. As the sole…
Added 1 hour ago
Sr Account Executive
Meltwater
Toronto, ON
Full-time
Partner with us, and you'll integrate into a vibrant community that recognizes and celebrates your contributions, empowering you to make a meaningful impact. Let's embark on this journey…
Added 1 hour ago
Manager, Corporate Communications and Engagement
BC Pensions
Victoria, BC
Full-time
…reputation and enhance its external presence. As a trusted senior advisor, you will provide clear, evidence-informed direction on high-profile matters and help align communications with…
Added 1 hour ago
Associate
RBC
Toronto, ON
Full-time
…seasoned professional to deepen client relationships, support our Advisor team, and build their career within a high-performing organization backed by RBC’s stability and…
Added 1 hour ago
Branch Manager Advisor
RBC
Wawanesa, MB
Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 1 hour ago
Associate
RBC
Windsor, ON
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
Associate
RBC
Oakville, ON
Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 1 hour ago
Branch Operations Manager
RBC
Guelph, ON
Full-time
…administrative leadership to the Branch Management Team and Advisor teams. The role ensures daily branch operational and regulatory compliance while overseeing HR administration, client…
Added 1 hour ago
Associate Advisor
RBC
Toronto, ON
Full-time
As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 1 hour ago
Client Advisor
RBC
Mount Pearl, NL
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
Expert Banking Advisor
RBC
Levis, QC
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 hour ago
Banking Advisor Intern
RBC
Hamilton, ON
Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
Client Advisor
RBC
Saskatoon, SK
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

Sun Life

Business Development Partner

Montreal, QC, Canada
Laval, QC, Canada
Blainville, QC, Canada

Job type: Full-time
Apply by: Oct 8, 2026
Experience: Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Sep 23, 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:

Location: This role is for the Laval, Blainville, Lanaudiere, Laurentides, Gatineau and Abitibi sectors

Must have a valid driver's license

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.

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

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.
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.

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:

07/10/2026

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More about this job

Responsibilities

The Business Development Partner is responsible for recruiting, onboarding, training, and coaching new financial advisors during their first four years. They also monitor advisor performance, ensure regulatory compliance, and drive business results within their assigned district.

Requirements

Candidates must have at least 2 years of experience in the financial services industry and hold a valid Life Insurance Agent license. Proficiency in sales management, coaching, and relevant software like Salesforce is required, along with bilingualism in English and French.

Skills

Business development
Sales management
Recruitment
Coaching
Mentoring
Performance management
Financial services
Insurance
Wealth management
Sales process
Relationship building
Analytical skills
Communication
Regulatory compliance
Salesforce.com

Benefits

Health and wellness programs
Work-life balance
Incentive plans
Professional development opportunities
Collaborative work environment

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Financial Services
Recruitment
Sales Management
Coaching
Life Insurance
Wealth Products
Salesforce
Regulatory Compliance
Performance Management
Mentoring
Financial Planning
Bilingual
Client Centric
Business Planning
Market Identification
Sales Cycle
Branch Manager Course
Mutual Fund License
Professional Development

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