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Added 9 mins ago
NB
Banking Advisor
National Bank of Canada
Rawdon, 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 9 mins ago
NB
Senior Tax Compliance Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team at National Bank means acting as an expert in interpretation, the application and governance…
Added 9 mins ago
VD
Community Network Manager
Vancouver Division of Family Practice
Vancouver, BC
- Full-time
…effective and comprehensive, patient-centered primary care services. The VDoFP PCN team works closely with the VCH PCN team, to build primary care networks in Vancouver that include the…
Added 9 mins ago
D
Marketing Advisor, Planning & Operations
Desjardins
Toronto, ON
- Full-time
…technician, you help update the organization’s products and services to meet member/client needs and support business development. You analyze market needs in connection with product and…
Added 9 mins ago
Financial Advisor/Senior Financial Advisor - Hazeldean, Kanata, ON
Scotiabank
Ottawa, ON · Kanata, ON
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 24 mins ago
PI
Project Coordinator
Pinchin in Canada
Victoria, BC
- Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 39 mins ago
NB
Senior talent acquisition advisor
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Talent Acquisition Advisor in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic talent advisor who helps drive business…
Added 39 mins ago
NB
Advisor, Talent Attraction and Recruitment Excellence
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor in operational excellence Talent Attraction and Acquisition at National Bank means acting as a resource person to support users, promote best practices, optimize…
Added 39 mins ago
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Content Marketing Advisor - Newsletter Products
National Bank of Canada
Montreal, QC
- Full-time
A career as a Content Marketing Advisor in the Content team at National Bank means acting as a content specialist who transforms audience needs, business priorities and insights into…
Added 39 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Lorraine, QC
- Part-time
A career as a Banking Advisor at National Bank is a versatile and 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…
Added 39 mins ago
NB
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
- Full-time
trusted advisor to companies that are transforming the world and to support
Added 39 mins 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 39 mins ago
NB
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, 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 39 mins ago
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Content Marketing Advisor - Financial Literacy
National Bank of Canada
Montreal, QC
- Full-time
A career as a Content Marketing Advisor in the Content team at National Bank means acting as a content specialist who transforms audience insights, business priorities and financial topics…
Added 39 mins ago
NB
SENIOR ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
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Added 39 mins ago
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Banking Advisor
National Bank of Canada
Quebec, 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 39 mins ago
IF
Security Solutions Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Act as a trusted advisor, influence decisions and provide clear architectural guidance to various stakeholders.
Added 39 mins ago
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Client Advisor
RBC
Regina, SK
- Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 39 mins ago
NC
Manager, Military Integration and Coordination
NAV CANADA
Ottawa, ON
- Full-time
As a key strategic advisor and relationship leader, The Manager, Military Integration and Coordination will collaborate with senior stakeholders across DND/CAF, NORAD, Transport Canada, and…
Added 54 mins ago
C
Financial Advisor - Saint-Léonard, Qc
CIBC
Montreal, QC
- Full-time
…client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach,…
Added 54 mins ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Grand Forks, BC
- Full-time
…client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach,…
Added 54 mins ago
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Sales Advisor IV - Yorkdale Shopping Centre Spaces
Rivian
Toronto, ON
- Full-time
As a Sales Advisor IV, you will be an integral member of our field sales organization, building relationships with prospective customers and expanding the Rivian community. You will manage…
Added 54 mins ago
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REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
BDC
Montreal, QC
- Full-time
The Regional Advisor, Operational Excellence plays a pivotal role in accelerating the reach, effectiveness, and impact of Advisory Services (AS).
Added 54 mins ago
M
Senior Acquisition Consultant
Manulife
Toronto, ON
- Full-time
This is more than a recruiting role, it's an opportunity to serve as a trusted talent advisor to business leaders. As a Talent Acquisition Consultant, you will partner closely with hiring…
Added 1 hour ago
PI
AutoCAD Technician Building Science & Sustainability Group
Pinchin in Canada
Mississauga, ON
- $55,000 to $65,000 CAD / year
- Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…

Sun Life

Business Development Partner

AB, Canada
Red Deer, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 15, 2026
Experience: Minimum 2 years of related experience within the financial services industry.
Posting language: English
Posted: Oct 30, 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:

Regions: Edmonton and Red Deer

In office position

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

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:

14/11/2026

Apply About employer

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 collaborate with district leadership to drive sales results, monitor advisor performance, and ensure compliance with regulatory and company standards.

Requirements

Candidates must have at least two years of experience in the financial services industry and hold a valid Life Insurance Agent license. Proficiency in sales management, coaching, and relevant financial software is required, along with the ability to obtain mutual fund licensing.

Skills

Sales management
Business development
Recruitment
Coaching
Mentoring
Performance management
Financial services
Life insurance
Wealth products
Sales process
Relationship building
Analytical skills
Problem solving
Presentation skills
Regulatory compliance
Salesforce

Benefits

Incentive plan
Health and wellness programs
Work-life balance
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Financial Services
Life Insurance
Wealth Management
Sales Management
Recruitment
Coaching
Mentoring
Performance Management
Salesforce
Regulatory Compliance
Financial Planning
Advisor Development
Onboarding
Sales Cycle
Prospecting
Cross-selling
Business Acumen
Client Engagement
Branch Manager's Course

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