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Added 10 mins ago
VB
Senior Financial Analyst
Vaco by Highspring
Toronto, ON
- $40 to $50 CAD / hour
- Contract
Act as an internal accounting policy advisor, providing IFRS guidance and advisory services to finance and business stakeholders.
Added 10 mins ago
P
Insurance Advisor
PolicyAdvisor
Oakville, ON
- $45,000 to $80,000 CAD / year
- Full-time
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
Added 10 mins ago
C
Senior Premium Administrator
Co-operators
Regina, SK
- Full-time
…Account (HSA), and Personal Spending Account (PSA) products; advisor commission system configuration and ongoing support; payment processing and reconciliation; and other essential…
Added 25 mins ago
AC
Regional Service Agent
Allstate Canada
AB · Edmonton, AB
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 25 mins ago
SC
Housing Advisor (FT Contract) - 6280G
Starling Community Services
Kitchener, ON
- Full-time
One full-time contract Housing Advisor position available, starting on December 14, 2026, and ending on June 14, 2027, working 37.5 hours per week.
Added 25 mins ago
Financial Planner, Scotia Financial Planning - Bridgewater
Scotiabank
Bridgewater, NS
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited…
Added 40 mins ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual…
Added 40 mins ago
MS
President & CEO
MacDonald Search Group
ON · Ontario, Canada
- Full-time
Our client is a respected Canadian wine business with a longstanding heritage, established market presence and a commitment to quality, innovation and sustainable growth.
Added 40 mins ago
C
Director Consulting Services – Insurance
CGI
Toronto, ON
- Full-time
…at our downtown Toronto office (250 Yonge Street) and/or the client office for a minimum of 4 days per week, subject to change based on…
Added 40 mins ago
T
Senior Manager, Business Banking Advisory - Tangerine
Tangerine
Toronto, ON
- Full-time
The Senior Manager, Business Advisory acts as a strategic advisor to the Director Product, Platform & Proposition, Tangerine Business and leadership team, providing small business,…
Added 40 mins ago
S
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
- Full-time
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires strong…
Added 40 mins ago
S
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
- Full-time
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 40 mins ago
DH
Creative Services Advisor
De Havilland Aircraft of Canada Limited
Calgary, AB
- Full-time
Creative Services Advisor is responsible for the De Havilland Canada’s (DHC) visual brand and leads the execution of creative strategies that align with the company's overall brand vision…
Added 55 mins ago
Contact Centre Advisor
Government of Alberta
AB
As a Contact Centre Advisor with Court and Justice Services (CJS), you will use your knowledge of policies, programs, and procedures to deliver accurate information and exceptional client…
Added 55 mins ago
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Innovation Leader, Financial Advisory Services
MNP
AB · Calgary, AB
- Full-time
…redefine and enhance how we serve our clients. As a trusted advisor, you’ll bring a passion for transformation and thrive on delivering next generation solutions that redefine the way MNP…
Added 1 hour ago
C
Systems Developer - Salesforce
Co-operators
Guelph, ON · Mississauga, ON · Toronto, ON
- Full-time
You influence change and are committed to continuous improvement, in order to exceed client expectations.
Added 1 hour ago
D
Advisor, Business
Desjardins
Montreal, QC
- Full-time
As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services…
Added 1 hour ago
RJ
Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
Submit advisor and client demographic information to mutual fund companies;
Added 1 hour ago
A
Regional Service Agent
Allstate
AB · Edmonton North Agency
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 1 hour ago
R
Client Advisor Intern
RBC
Norfolk, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
R
Client Advisor
RBC
Ottawa, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
AC
Conseiller En Santé, Sécurité Et Environnement
Aston Carter
Montreal, QC · Saint-Laurent, Quebec
- $35 to $42 CAD / hour
- Contract
Added 1 hour ago
SL
Prospr Advisor - Core
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Be part of a unique change!. At Sun Life Financial the client is at the center of everything we do. As an LLQP certified Prospr Advisor your work will directly contribute to our mission of…
Added 1 hour ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
As a Senior Insurance Advisor, you promote and educate clients on a wide range of insurance products, take ownership of client relationships, and help us grow our presence and profile in…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Princeville, QC · Caisse Desjardins de L'Érable
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…

Sun Life

Business Development Partner

Moncton, NB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

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: Nov 3, 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 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

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 also collaborate with district teams to generate business results and ensure compliance with regulatory and company standards.

Requirements

Candidates must have at least 2 years of experience in the financial services industry and hold a valid Life Insurance Agent’s license. Proficiency in sales management, coaching, and relevant software like Salesforce is required, along with the ability to obtain necessary mutual fund and branch manager certifications.

Skills

Business development
Sales management
Recruitment
Coaching
Mentoring
Performance management
Financial services
Insurance
Wealth products
Sales cycle
Prospecting
Analytical skills
Communication
Relationship building
Regulatory compliance
Sales leadership

Benefits

Incentive plans
Health and wellness programs
Work-life balance support
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Sales Management
Recruitment
Financial Services
Life Insurance
Wealth Products
Coaching
Mentoring
Performance Management
Salesforce
Regulatory Compliance
Financial Planning
Prospecting
Business Acumen
Branch Manager Course
Mutual Fund License
Client Engagement
Sales Growth
Onboarding
Strategic Objectives
Market Identification
Business Planning
Product Knowledge
Sales Process
Cross-selling
Data Analysis
Relationship Building
Presentation Skills
Professional Development
Hybrid Work

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