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Added 59 mins ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 3 hours ago
WW
Industry Advisor-Manufacturing & Distribution
World Wide Technology
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Vertical Business Development organization in the role of Industry Advisor, Manufacturing & Distribution. WWT provides Digital Transformation solutions for our Manufacturing & Distribution…
Added 3 hours ago
Director, Talent Acquisition and Employee Success
Tigera
Vancouver, BC
Advisory & Difficult HR Situations: Provide guidance on complex HR matters to the People team members and serve as a trusted advisor to the executive leadership team.
Added 5 hours ago
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Stakeholder Engagement Advisor
Paladin Canada
Saskatoon, SK
- Full-time
Paladin Canada is seeking a talented Stakeholder Engagement Advisor to join our Community & Engagement team in our Saskatoon office. This is an exciting opportunity for someone who enjoys…
Added 8 hours ago
AC
Senior Accountant, Tax
ACCA Careers
Vancouver, BC
- 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 8 hours ago
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Sephora
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Added 11 hours ago
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Added 14 hours ago
NB
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Added 14 hours ago
NB
VIVCI - CONSEILLER BANCAIRE
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

Sun Life

Business Development Partner

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

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 28, 2026
Experience: Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Oct 20, 2026

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:

85,000/85 000 - 128,000/128 000

Job Category:

Sales - SIP

Posting End Date:

27/10/2026

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More about this job

Responsibilities

Recruit, onboard, train, develop, and coach financial advisors during their first four years, supporting them in building holistic practices across insurance and wealth products. Track advisor performance and compliance, meet recruiting and production targets, and strengthen district relationships and community presence.

Requirements

Requires at least two years of financial services experience, a valid provincial life insurance agent license, and a mutual fund license or the ability to obtain one within 90 days; branch manager registration requirements must be completed within six months. Candidates need sales leadership, recruitment, coaching, communication, analytical, and regulatory knowledge, as well as French and English proficiency and a valid driver's license.

Skills

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

Benefits

Flexible Work Options
Health And Wellness Support
Work-Life Balance
Sales Incentive Plan
Professional Development
Collaborative Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Life Insurance
Health Insurance
Wealth Products
Advisor Recruitment
Advisor Onboarding
Advisor Training
Sales Management
Business Development
Prospecting
Business Planning
Cross-Selling
Performance Management
Regulatory Compliance
Life Insurance Agent License
Mutual Fund License
Provincial Securities Commission
Salesforce.com
Financial Planning Software
Microsoft Applications
Client Engagement
Product Suitability Reviews
Community Sponsorships
Bilingual Communication

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