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Added 6 mins ago
T
Client Service Associate, Financial Planning
TD
Montreal, QC
- Full-time
…experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building…
Added 6 mins ago
T
Senior Regional Manager, Financial Planning
TD
Barrie, ON
- Full-time
…experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building…
Added 6 mins ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Serve as a key relationship partner for high-net-worth and ultra-high-net-worth client families, working closely with Thane Stenner and senior team members.
Added 22 mins ago
Multi-Location Customer Service Specialist
Sherwin-Williams
Edmonton, AB
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 22 mins ago
E
Business/Admin Coordinator
EXP
Brampton, ON
- Full-time
Prepare client and proposal documents as requested, including resumes/CVs specialized tabs for proposals, letters, etc.
Added 22 mins ago
HI
Personal Lines Account Executive
HUB International
Winnipeg, MB
- Full-time
When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world…
Added 22 mins ago
Senior Associate, Programmatic Solutions
WPP Media
Toronto, ON
WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneering agentic…
Added 22 mins ago
Manager, Performance Enablement - Global HR
Scotiabank
Toronto, ON
…performance and enable high-performing teams, ensuring improved client/customer…
Added 22 mins ago
B
Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
This is transformation work, and you will be accountable for it. You will lead engagements end to end, own the client relationship day to day, set the strategic direction of the work, and…
Added 22 mins ago
2I
Financial Data Analyst
2iSolutions Inc.
Oshawa, ON
- $90 to $95 CAD / hour
- Contract
Our client - A large industrial organization based out of Oshawa - is looking to hire a Financial Data Analyst for a 1 year contract position. This is an hybrid based position - on-site 2…
Added 22 mins ago
Q(
Senior Environment Health Safety Specialist
QEOSH (HSE) Staffing & Recruitment Inc.
Toronto, ON · Etobicoke, ON
- Full-time
We are supporting our hiring client in the manufacturing sector by recruiting a Senior Health & Safety Specialist to join their team in Mississauga.
Added 22 mins ago
IC
Sales Director
ifinance Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Work closely with Credit, Operations, and Client Relations teams to improve the partner experience.
Added 22 mins ago
IS
Technical Lead -ML Ops / AI Platform
Iris Software Inc.
Toronto, ON
- Contract
Iris's direct client, one of the Top 5 Bank in Canada, is looking to hire a Project Lead - ML Ops / AI Platform for a long-term opportunity.
Added 22 mins ago
MB
Product Owner
Martyn Bassett Associates
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is a profitable B2B SaaS, serving higher ed. It's platform is built into the daily workflow of the institutions it serves, making it hard to replace and customers stay for years.…
Added 22 mins ago
BI
Insurance Broker (Sales)
Billyard Insurance Group Inc.
Oakville, ON
- Full-time
Conduct in-depth client needs assessments and recommend tailored insurance solutions across personal and commercial lines.
Added 22 mins ago
QM
Spécialiste des comptes recevables / Accounts Receivable Specialist
Quantum Management Services Ltd.
Vaudreuil-Dorion, QC
- Full-time
Notre client, une entreprise bien établie et en croissance, est à la recherche d'un(e) spécialiste des comptes recevables pour se joindre à son équipe.
Added 36 mins ago
AC
Principal Presales Solutions Architect
Adastra Corporation
Markham, ON
- Full-time
…lead the technical side of our pursuits turning an ambiguous client problem into an architecture, a delivery approach, and a number the client believes. The role spans cloud foundations,…
Added 51 mins ago
W
Testing & Materials Engineer
WSP
Canada
- Full-time
Mentor engineers and specialists, strengthen technical practices, and contribute to proposals and client relationships.
Added 51 mins ago
R
Implementation Lead
Reactiv
Toronto, ON
- Full-time
Partner with product and engineering to communicate merchant requirements, edge cases, and opportunities for improvement.
Added 51 mins ago
OS
Director of Business Development and Membership Services
Ontario Soil and Crop Improvement Association
Guelph, ON
- Full-time
…clients to position OSCIA as a credible, cost-effective delivery…
Added 51 mins ago
IF
Sales Director
Iceberg Finance Group
Toronto, ON
- Full-time
Work closely with Credit, Operations, and Client Relations teams to improve the partner experience.
Added 51 mins ago
MI
Senior Associate, Regulatory Reporting (Form PF / CPO-PQR)
MUFG Investor Services
Toronto, ON
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 1 hour ago
T
KYC Specialist
TD
Toronto, ON
- Full-time
Partner with KYC, Data and Technology teams to analyze issues, understand root causes and determine appropriate corrective actions.
Added 1 hour ago
T
Manager, LTC Workforce Strategy & BOT Fulfillment
TD
Toronto, ON
- Full-time
Partner with Cognizant and internal teams to remove delivery blockers.
Added 1 hour ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
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…

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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