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Added 52 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 52 mins ago
RB
Client Advisor
Royal Bank of Canada
Ottawa, ON
- Part-time
Added 52 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 52 mins ago
RB
Client advisor
Royal Bank of Canada
Regina, SK
- Part-time
Added 1 hour ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Build genuine relationships with key stakeholders, serving as a trusted advisor dedicated to their long-term success.
Added 2 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
Added 2 hours ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 2 hours ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 2 hours ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 3 hours ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
Serve as a senior trusted advisor to executives navigating complex technology strategies, investments, and transformation programs.
Added 3 hours ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 3 hours ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 4 hours ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 4 hours ago
HO
Snr Talent Acquisition Business Partner
Humans of HR
Vancouver, BC
- Full-time
Relationship Management: Build and sustain strong partnerships with internal leaders and external candidates, serving as a trusted advisor on recruitment best practices.
Added 5 hours ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 5 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
…Institutional. Working across Distribution, Product, Investments, Finance and Transformation, the role will build confidence that strategic priorities are focused, appropriately resourced…
Added 5 hours ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
Added 6 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Added 6 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Reporting to the Head of GWAM Strategy & Transformation, the AVP, Retirement & Wealth Strategy is a key member of the finance & strategy team and an important catalyst and contributor to…
Added 6 hours ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 7 hours ago
IH
Contract Advisor
Interior Health Authority
Vernon, BC
- Contract
The Vernon Health Centre has an exciting opportunity for a permanent full time Contract Advisor to join their team in Vernon B.C.
Added 7 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 7 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…
Added 7 hours ago
A&
Manager, Core Tax
Alvarez & Marsal
Toronto, ON
- Full-time
Build and maintain strong client relationships by understanding client objectives, delivering responsive service, and serving as a trusted day-to-day advisor.
Added 7 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…analytical skills and deep understanding of accounting and finance to a diverse range of projects in turnaround, restructuring, bankruptcy and performance improvement. Your involvement with…

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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