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Added 9 hours ago
Branch Operations Manager
Royal Bank of Canada
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…
Added 9 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 9 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 10 hours ago
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Scotiabank
Whitehorse, YT
Full-time
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 11 hours ago
Client Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 12 hours ago
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…
Added 13 hours ago
Branch Operations Manager
RBC
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…
Added 14 hours ago
Client Advisor
RBC
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…
Added 14 hours ago
Banking Advisor
RBC
Nelson, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 14 hours ago
Branch Manager Advisor
RBC
NS
Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 14 hours ago
Banking Advisor
RBC
Estevan, SK
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 14 hours ago
Banking Advisor
RBC
Killarney-Turtle Mountain, MB
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 14 hours ago
Financial Advisor - MFDA/AMF
CIBC
Delta, BC · Tsawwassen, BC
Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 16 hours ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
…business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and…
Added 16 hours ago
Specialized Financing and Banking Solutions Advisor
Desjardins
Quebec, QC
Full-time
As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members…
Added 16 hours ago
Branch Manager Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 16 hours ago
Banking Advisor
Royal Bank of Canada
Nelson, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 16 hours ago
Bilingual ADP Sales Manager
Sun Life Québec
Montreal, QC
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 17 hours ago
Legal Manager
ZenaTech Inc.
Toronto, ON
Full-time
…will bring both the substantive breadth to serve as a trusted advisor across the business and the leadership skillset to organize, supervise, and manage a high-performing legal team at a…
Added 17 hours ago
Client Advisor
Royal Bank of Canada
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…
Added 17 hours ago
Advisor, Securities
Desjardins
Amos, QC · Val-d'Or, QC
Full-time
Complete account openings, forms and securities transactions as directed by the advisor(s)
Added 18 hours ago
Senior Wealth Associate
National Bank of Canada
Toronto, ON
Full-time
…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 18 hours ago
Wealth Associate
National Bank of Canada
Winnipeg, MB
Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 18 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 18 hours ago
Associate Regional Manager
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is one of the largest securities brokerage firms in Canada. There are nearly 850 wealth management advisors in over 100 branches who manage the…

Sun Life

Business Development Partner

Winnipeg, MB, Canada

Job type: Full-time
Apply by: Oct 5, 2026
Experience: Minimum 5 years of related experience within the financial services industry.
Posting language: English
Posted: Sep 24, 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.

Objective of this role:

The primary purpose of the Business Development Partner is to recruit, onboard, develop and coach developing advisors during their first four years. You will 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 will report to the District Manager and collaborate with the district and regional team.

What will you do?

Lead developing Advisors through onboarding, training and development programs.
Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)
Oversee required measures to ensure compliant operations at the Financial Centre Level.
Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
Escalate client complaints including assessment and advisor investigations.
Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

What do you need to succeed?

Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
Strong sales management and business development skills.
Strong mentoring, coaching, performance management and influencing skills.
Strong communication (written and verbal) and relationship building skills.
Previous experience leading people through large-scale change within a matrix environment.
Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
Previous people leadership experience would be an asset.
Strong working knowledge of the regulatory environment.

What will be nice to have:

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 be willing to 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.
Must be in good standing with applicable regulators.
A professional financial services designation would be an asset.
Proficient with various technologies – i.e. Salesforce.com, Sun Vision Financial Analyzer.

What’s in it for you?

Working within a high performance culture.
Supportive working environment, culture of collaboration.
Talented and diverse workforce; opportunity to launch a rewarding career.
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 and benefit package.

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:

04/10/2026

Apply About employer

More about this job

Responsibilities

The Business Development Partner is responsible for recruiting, onboarding, and coaching developing advisors during their first four years. They will lead training programs and ensure operational effectiveness and regulatory compliance within the district team.

Requirements

Candidates should have at least 5 years of experience in the financial services industry and possess a valid Life Insurance Agent’s license. Strong sales management, coaching skills, and knowledge of insurance and wealth products are essential for success in this role.

Skills

Sales management
Business development
Coaching
Mentoring
Performance management
Relationship building
Insurance product knowledge
Wealth product knowledge
Regulatory compliance
Onboarding
Strategic planning
Communication
Sales growth
Client engagement
Change management

Benefits

Health and wellness programs
Work-life balance support
Incentive plans
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Sales
Business Development
Financial Services
Insurance
Wealth Management
Coaching
Mentoring
Onboarding
Regulatory Compliance
Salesforce.com
Sun Vision Financial Analyzer
Life Insurance License
Branch Manager's Course
Performance Management
Strategic Objectives
Client Engagement
Financial Planning
Matrix Environment
Recruitment
Advisor Development

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