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Added 8 mins ago
T
Personal Banker Trainee - Westmount, Greene (Full time)
TD
Montreal, 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 23 mins ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
Added 39 mins ago
UC
Manager, Remote Services
Ukrainian Credit Union Limited
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…team, drive operational excellence, and cultivate a strong sales and service culture focused on deepening Member relationships, identifying financial needs, providing meaningful solutions,…
Added 39 mins ago
DC
Counter Sales Associate 2
Daikin Comfort
Markham, ON
- Full-time
…professional, skilled individual for our Customer Service/Inside Sales Representative position for our Branch Operations group. The CSR/ISR sells the organization’s products and services…
Added 39 mins ago
DC
Customer Service Representative/ Inside Sales Representative, Level 1
Daikin Comfort
Calgary, AB
- Full-time
The CSR/Inside Sales Representative sells the organization’s products and services for prospective and established customers. Whether face to face, on the phone or through email or fax, the…
Added 53 mins ago
D
Branch Manager
Dexter
Regina, SK
- Full-time
The Branch Manager position at Dexter plays a crucial role in offering customers the best value through the delivery of trailer parts. The Branch Manager oversees branch distribution…
Added 54 mins ago
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Senior Personal Banker - Investing Future Opportunities for Brampton and Mississauga
TD
Mississauga, ON
- 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 54 mins ago
Branch Manager - Provincial Opportunity, Newfoundland and Labrador
Scotiabank
St. John's, NL
The ability to inspire, lead and develop a diverse sales and service team is just one aspect of a successful Branch Manager; it also takes an imbedded belief in providing a customer focused…
Added 54 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
…transformation stakeholders to deliver a comprehensive view of customer sales and service touchpoints across digital, branch, contact centre, ABM, and other assisted channels. This work…
Added 54 mins ago
D
Advisor, Securities
Desjardins
Sept-Îles, QC
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 1 hour ago
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Mortgage Specialist
BMO
Timmins, ON
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 1 hour ago
GL
Branch Manager
goeasy Ltd.
Halifax, NS
- Full-time
Create a vision and objective, leading your team to hit your branch, portfolio goals and capitalize on financial cross-sales and add-on products.
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
- Part-time
This need is for Sherbrooke, Nova Scotia branch
Added 1 hour ago
Branch Manager
Price Industries Limited
Hamilton, ON
The Branch manager’s primary focus is overseeing the day-to-day activities of the office. As a manager, they will develop, inspire and motivate their team. The Branch Manager working in…
Added 2 hours ago
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Customer Service Representative/ Inside Sales Representative, Level 1
AirReps
Calgary, AB
- Full-time
The CSR/Inside Sales Representative sells the organization’s products and services for prospective and established customers. Whether face to face, on the phone or through email or fax, the…
Added 2 hours ago
B
Branch Manager, Commercial Insurance
BrokerLink
Markham, ON
- Full-time
We are looking for a Branch Manager, Commercial Insurance to lead and grow our team of Producers and Account Executives!
Added 3 hours ago
B
Financial Planner
BMO
Springdale, NL · NL
- Full-time
…customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides…
Added 3 hours ago
CS
Loans Interviewer / MSR, Mobile
Community Savings Credit Union
Vancouver, BC · Greater Vancouver Metropolitan Area
- Temporary
Under managerial direction, provides comprehensive branch lending services to members for personal loans, mortgages, lines of credit, construction mortgages, certificate of title, small…
Added 3 hours ago
A
Counter Sales Associate 2
AirReps
Markham, ON
- Full-time
…professional, skilled individual for our Customer Service/Inside Sales Representative position for our Branch Operations group. The CSR/ISR sells the organization’s products and services…
Added 3 hours ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· 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…
Added 4 hours ago
G
Service Manager in Training
Groundworks
Burlington, ON
- Full-time
You'll gain hands-on experience across sales, operations, and production while learning the Groundworks culture, business model, and leadership principles. Upon completion, you'll be placed…
Added 4 hours ago
B
Bilingual Customer Service Representative
BMO
Dollard-Des Ormeaux, QC
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 6 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
Added 7 hours ago
NB
Banking Advisor D
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 7 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…

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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