Back to results

Business Development Partner

  • Winnipeg, MB, Canada

Full-time

Applications open in a new tab.

Job details

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

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.

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. Discover how you can make a difference in the lives of individuals, families and the broader community.

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:

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

Job Category:

Sales - SIP

Posting End Date:

29/10/2026
More about this job

Responsibilities

Recruit, onboard, train, develop, and coach advisors during their first four years, helping them build financial services practices and achieve sales, productivity, and client engagement objectives. Oversee advisor licensing, registration, suitability, regulatory compliance, operational performance, and escalation of client complaints.

Requirements

Requires strong knowledge of insurance and wealth products, the local market, sales management, business development, coaching, communication, and regulatory requirements. The posting also specifies a valid provincial life insurance agent license, good standing with regulators, and willingness to complete the Branch Manager’s Course Examination; five or more years of financial services experience and advisor or people leadership experience are listed as desirable.

Skills

  • Insurance and Wealth Product Knowledge
  • Sales Management
  • Business Development
  • Mentoring and Coaching
  • Performance Management
  • Influencing
  • Written and Verbal Communication
  • Relationship Building
  • Change Leadership
  • Regulatory Compliance
  • Advisor Recruitment
  • Advisor Onboarding
  • Training and Development
  • Client Engagement
  • Financial Services
  • Salesforce

Benefits

  • Benefits Package
  • Health and Wellness Support
  • Work-Life Balance
  • Supportive and Collaborative Work Environment
  • Career Development Opportunities

Visa sponsorship

Not detected in the job text

Categories

  • Sales
  • Management & Leadership
  • Finance & Accounting

Keywords

  • Financial Services
  • Life Insurance
  • Health Insurance
  • Wealth Products
  • Advisor Recruitment
  • Advisor Onboarding
  • Advisor Development
  • Coaching
  • Sales Growth
  • Business Development
  • Sales Management
  • Client Engagement
  • Financial Centre
  • Regulatory Compliance
  • Advisor Licensing
  • Advisor Registration
  • Product Suitability
  • Advisor Agreement
  • Mutual Fund Branch Manager Registration
  • Provincial Securities Commission
  • Salesforce.com
  • Sun Vision Financial Analyzer
  • Change Management
  • Performance Management

Report this job