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Added 10 mins ago
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Director Consulting Services – Insurance
CGI
Toronto, ON
- Full-time
The successful candidate will be recognized as a trusted advisor within the life insurance industry, capable of identifying business opportunities, developing innovative technology and…
Added 10 mins ago
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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 10 mins ago
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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 10 mins ago
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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 10 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 10 mins ago
Parts Advisor - Volvo Cars Surrey
The Jim Pattison Auto Group
Surrey, BC
The Jim Pattison Auto Group is seeking a personable, thoughtful, and tech-savvy Parts Advisor to be the welcoming face of the Parts Department at our Jim Pattison Volvo Cars Surrey…
Added 10 mins ago
Director, Strategic Asset Allocation
Equitable
Waterloo, ON
Act as a trusted advisor to senior leadership and governance committees by delivering executive-ready recommendations, investment analysis, and strategic insights
Added 10 mins ago
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Financial Advisor - Midland, ON
Scotiabank
Midland, ON
- Full-time
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 10 mins ago
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Financial Advisor - Eglinton & Bathurst, Toronto, ON
Scotiabank
Toronto, ON · North York, ON
- Full-time
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 25 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 25 mins ago
SF
Associate Vice-President, Administration
St. Francis Xavier University
Antigonish, NS
- Full-time
Reporting to the President and Vice-Chancellor, the AVP will serve as a trusted advisor and work closely with the Vice President, Finance, other executive and senior leaders, and the Board…
Added 40 mins ago
DC
Team Manager
Dillon Consulting Limited
Chatham-Kent, ON · Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Windsor, ON · North York, ON · Chatham, ON
- Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 40 mins ago
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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 55 mins ago
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Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
Submit advisor and client demographic information to mutual fund companies;
Added 55 mins ago
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Regional Service Agent
Allstate
AB · Edmonton North Agency
- Full-time
Provide personalized service while being a Trusted Advisor with respect to insurance.
Added 55 mins ago
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Client Advisor Intern
RBC
Norfolk, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 55 mins ago
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Client Advisor
RBC
Ottawa, ON
- 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 55 mins ago
PH
Senior Compliance Advisor
Public Health Ontario
Toronto, ON
- Full-time
Reporting to the Director, Controllership, the Senior Compliance Advisor coordinates and supports PHO’s Enterprise Risk Management, compliance, internal control and compliance monitoring…
Added 55 mins ago
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Conseiller En Santé, Sécurité Et Environnement
Aston Carter
Montreal, QC · Saint-Laurent, Quebec
- $35 to $42 CAD / hour
- Contract
Added 1 hour ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 1 hour ago
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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…
Added 1 hour ago
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Senior Branch Administrator, Wood Gundy-Bilingual
CIBC
Quebec, QC
- Full-time
Sales Support & Customer Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds,…
Added 1 hour ago
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Administrative Assistant
CIBC
Edmonton, AB
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 1 hour ago
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Administrative Assistant
CIBC
Thornhill, ON
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 1 hour ago
TR
Salesforce Financial Services Cloud (FSC) Developer
Top Recruitment
Toronto, ON
- $60 CAD / hour
- Contract
…and data model extensions. Your work will directly improve advisor productivity, client experience, and the security and compliance of sensitive financial data in a highly regulated banking…

Sun Life

Business Development Partner

Moncton, NB, Canada

Full-time

Apply About employer

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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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