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Added 10 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
- $50,000 to $53,000 CAD / year
- Full-time
…appropriate advice and recommendations. As a member of the branch sales and service team, the primary responsibilities for this position will be to understand the financial needs of our…
Added 10 mins ago
R
Assistant Branch Manager Intern, Bloor & Yonge Branch
RBC
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 10 mins ago
R
Assistant Branch Manager Intern, Bloor & Yonge Branch
RBC
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 25 mins ago
AU
Outside Sales Consultant
Alsco Uniforms
Calgary, AB
- $75,000 CAD / year
- Full-time
As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train…
Added 25 mins ago
T
Customer Experience Associate
TD
Grand Bend, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 55 mins ago
AU
Outside Sales Consultant
Alsco Uniforms
Calgary, AB
- Full-time
As a Sales Consultant, you’ll be the driving force behind the top-line growth of the branch you report into. In this position, you will report to a Regional Sales Manager that will train…
Added 1 hour ago
DF
Systems Administrator
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to…
Added 3 hours ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- Full-time
This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day…
Added 3 hours ago
HG
Sales & Operations Manager (Branch Manager)
HUAYEE GROUP CANADA INC.
Mississauga, ON
- Full-time
Job Title: Sales & Operations Manager (Branch Manager)
Added 6 hours ago
Manager Portfolio and Building Services
City of Vancouver
Vancouver, BC
Coordinates effective and sustainable outcomes with the Operations Manager on complex tenancy files that have escalated through unsafe or unhealthy behaviours and require a high level of…
Added 8 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 8 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 9 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 10 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 11 hours ago
T
Personal Banking Associate - Delson (Full-time, 37.5h/week)
TD
Delson, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 11 hours ago
T
Customer Experience Associate - Magog (Full-time, 37.5h/week)
TD
Magog, QC
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 12 hours ago
T
Personal Banking Associate
TD
Estevan, SK
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 12 hours ago
BG
Technicien·ne d’atelier - Manutention | Heavy Equipment Technician - Material Handling
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
Added 12 hours ago
BG
Foreman - Heavy Equipment Technician - Construction & Forestry (Windsor)
Brandt Group of Companies
Tecumseh, ON
- Full-time
…Department, advising and making recommendations to the Service Manager regarding technician skills and training…
Added 13 hours ago
BG
Customer Support Advisor (CSA)
Brandt Group of Companies
Campbell River, BC
- Full-time
Follow up on all customer complaints, communicating resolutions to the Branch Manager, Parts Manager, Service Manager, and Sales Manager to ensure customer satisfaction.
Added 13 hours ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
…high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and…
Added 13 hours ago
RB
Evergreen Client/Banking Advisor
Royal Bank of Canada
Cochrane, AB
- 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…
Added 13 hours ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 13 hours ago
AU
Service Manager
Allied Universal
Calgary, AB
- $54,600 to $59,400 CAD / year
- Full-time
Reporting to the Regional General Manager, the Service Manager is responsible for overseeing security operations across the Calgary region. This role ensures high service standards,…

Sun Life

Business Development Partner

Ajax, ON, Canada

** The starting salary for this role is $70,000. · Full-time

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Job details

Pay: ** The starting salary for this role is $70,000.
Job type: Full-time
Apply by: Nov 6, 2026
Experience: · Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Oct 26, 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:

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

** The starting salary for this role is $70,000. 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:

05/11/2026

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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 will also monitor advisor performance, ensure regulatory compliance, and support the growth of holistic financial practices within the district.

Requirements

Candidates must have at least 2 years of experience in the financial services industry and hold a valid Life Insurance Agent’s license. Additionally, they must obtain a Mutual Fund license and complete the Branch Manager’s Course within the first six months of employment.

Skills

Sales management
Business development
Recruitment
Coaching
Mentoring
Performance management
Financial services
Product knowledge
Prospecting
Communication
Relationship building
Analytical skills
Decision-making
Regulatory compliance
Sales cycle management

Benefits

Health and wellness programs
Work-life balance
Incentive plans
Flexible work environment

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
Mentoring
Business Planning
Market Identification
Client Engagement
Branch Manager's Course
Mutual Fund License
Insurance License
Sales Incentive Plan
Hybrid Work

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