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Added 6 mins ago
Wealth Experience Associate
ATB Financial
Calgary, AB
Full-time
The Wealth Experience Associate (WEA) Acts As The Administration Manager, Ensuring Proactive Administrative Support Services To The Financial Advisors In The Delivery Of Client Investment…
Added 6 mins ago
Senior Client Onboarding & Account Service Specialist
Ventum Financial
Vancouver, BC
Full-time
The Senior Client Onboarding & Account Services Associate is a senior operational resource responsible for complex client onboarding and account servicing, Mako testing and support, Advisor…
Added 8 mins ago
Total Wealth Planning Associate - Toronto, ON
Scotiabank
Toronto, ON
…Scotia Wealth, Scotia Financial Planning and FAIR (Financial Advisor, Investment and Retirement Planning). You will prepare comprehensive holistic financial plans, provide expert guidance…
Added 36 mins ago
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 36 mins ago
Manager, Indirect Tax
ACCA Careers
Toronto, ON
Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 38 mins ago
Senior Manager, Indirect Tax Services
BDO
Calgary, AB · AB · Vancouver, BC · Winnipeg, MB · Halifax, NS · Oakville, ON · Toronto, ON
Full-time
We are seeking a Senior Manager to join our growing Indirect Tax Services practice. As a trusted advisor to clients across a variety of industries, you will work closely with partners,…
Added 38 mins ago
Sales Support Associate
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
Full-time
…Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of…
Added 1 hour ago
Accounting Technician, Tax
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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…
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Client Advisor
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Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
Senior Scrum Master
PLATO
Remote, Canada
Contract · Remote
Our 100% Canada‑based team brings deep experience in QA, software testing, and IT services, along with a shared commitment to collaboration, mentorship, and continuous improvement. We’re a…
Added 1 hour ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
MSD
Ottawa, ON · Kirkland, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Saint-Hyacinthe, QC · Sherbrooke, QC
Full-time
Relevant du directeur associé, le membre de l’équipe des Services vétérinaires, Animaux de compagnie, pour la région de l’Est du Canada est responsable de fournir un soutien vétérinaire à…
Added 1 hour ago
Consultant
Cushman & Wakefield
Toronto, ON
Full-time
The Advisor will provide advice and/or perform valuations on a wide range of real estate and property interests in a timely and cost-efficient manner. He or she will be required to provide…
Added 1 hour ago
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Réseau de la santé
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As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
Associate, Private Wealth Rotational Program – Montreal – Bilingual
CIBC
Montreal, QC
Full-time
As a member of the Private Wealth Team, you’ll develop and build the skills to effectively manage and grow your client portfolio by providing dedicated relationship management, complex…
Added 1 hour ago
Financial Aid Advisor - Office of the University Registrar
MacEwan University
AB · Edmonton, AB
Part-time
MacEwan University is seeking a Financial Aid Advisor for a full-time continuing opportunity with the Office of the University Registrar (OUR).
Added 2 hours ago
Recruiter V
Robertson & Company Ltd.
Toronto, ON
Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 2 hours ago
Senior Business Specialist IT
Niagara Region
Thorold, ON
$105,330 to $123,910 CAD / year
Contract
…responsible for finding efficiencies and improvements in existing client systems and planning and implementing new systems and processes that help business units align with strategic…
Added 2 hours ago
Recruiter
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
$40 to $47 CAD / hour
Contract
This role serves as a Talent Advisor for a designated portfolio, informing talent decisions with acute knowledge of the organization and the businesses supported, with deep expertise of…
Added 2 hours ago
Technical Account Manager
F12.net
Toronto, ON · North York, ON
…collaborate with a diverse team and gain exposure to technology services across countless businesses - building a resume rich with experience and accomplishments. Our mission is to elevate…
Added 2 hours ago
Senior Presales Engineer
ChapsVision
Montreal, QC
Full-time
…de données, de la consultation technique et de la stratégie client. Vous travaillerez en étroite collaboration avec les équipes des ventes et du produit ainsi qu’avec des clients potentiels…
Added 2 hours ago
Manager, Data Trust and Governance
MNP
Ottawa, ON · Toronto, ON · Montreal, QC
Full-time
Lead delivery of client services/projects including planning, budgeting, scheduling, and coordinating engagements and teams.
Added 2 hours ago
Civil Project Manager
Dillon Consulting Limited
Concord, ON
Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 2 hours ago
Financial security advisor, Life and health insurance
Desjardins
Ottawa, ON · Beauharnois, QC · Châteauguay, QC · Dolbeau-Mistassini, QC · Drummondville, QC · Longueuil, QC · Mercier, QC · Montreal, QC · Quebec, QC · Repentigny, QC · Roberval, QC · Saguenay, QC · Sainte-Martine, QC · Salaberry-de-Valleyfield, QC · Caisse Desjardins de Drummondville
Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 2 hours ago
Wealth Management Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 2 hours ago
Advisor, Product administration
Desjardins
Levis, QC · Montreal, QC
Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…

Sun Life

Business Development Partner

AB, Canada
Red Deer, AB, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Experience: Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

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:

Regions: Edmonton and Red Deer

In office position

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

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.
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:

09/10/2026

Apply About employer

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 collaborate with district teams to drive sales growth, ensure regulatory compliance, and foster a positive culture within the region.

Requirements

Candidates must have at least 2 years of experience in the financial services industry and hold a valid Life Insurance Agent’s license. Proficiency in sales management, coaching, and relevant software like Salesforce is required, along with the ability to obtain necessary mutual fund and branch manager certifications.

Skills

Sales management
Business development
Recruitment
Mentoring
Coaching
Performance management
Financial services
Insurance
Wealth management
Sales cycle
Prospecting
Regulatory compliance
Data analysis
Presentation skills
Relationship building
Strategic planning

Benefits

Incentive plan
Health and wellness programs
Work-life balance
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Financial Services
Sales Management
Recruitment
Coaching
Life Insurance
Wealth Products
Salesforce
Financial Planning
Regulatory Compliance
Performance Management
Advisor Development
Client Engagement
Business Planning
Market Identification
Sales Cycle
Branch Manager Course
Mutual Fund License
Strategic Objectives
Relationship Building

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