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Added 5 mins ago
R
Investment Funds Advisor Assistant
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- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
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Sun Life

District Manager

Levis, QC, Canada
Quebec, QC, Canada
Trois-Rivières, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 12, 2026
Experience: University degree with minimum of 5 years of progressively responsible experience, people leadership, or an equivalent combination of education and experience
Posting language: English
Posted: Oct 28, 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 District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the District Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional team. Reporting to the District Manager is the Business Development Consultant (BDC) and the Business Development Partner(s) (BDPs).

What will you do?

Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
Source new and experienced candidates with established practices, for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.
Maintain regular contact with referral sources, including advisors, centres of influence and other community partners.
Partner with the Recruiting Consultant (RC), BDC and BDP to participate at recruiting events within the district, such as career fairs.
Lead, coach and develop the District team: recruit top talent to meet business growth objectives, maintain proper staffing levels by overseeing the hiring and training of BDCs and BDPs in partnership with HR, ongoing performance management, development opportunities and support.
Work with the Regional Vice President (RVP) to develop and execute annual holistic business plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to District.
Monitor achievement of business targets and adjust activities as required.
Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor productivity, proficiency, and efficiency.
Lead adoption of new business process changes, supporting advisors and leaders through implementation.
Support BDCs and BDPs in advisor coaching.
Develop and plan annual training schedule for advisors.
Guide and direct advisors, BDCs and BDPs to Head Office partners and resources who support their business practice, specialized training and processes (e.g. Centre of Excellence Teams).
Ensure advisors in the District are appropriately trained, knowledgeable and following defined product, suitability and general administrative processes to ensure compliance with all regulatory and Sun Life obligations.
Oversee the day-to-day operations, direction, and management of assigned Financial Centre(s) (FCs).
Manage expenses and operational effectiveness consistent with business plans and drive for continuous improvement initiatives aimed at aligning FC performance to strategic and operational targets.
Foster a positive culture and relationship with advisors through events, recognition and participation in meetings.

Required skills: What do you need to succeed?

Business acumen, deep product knowledge (insurance and wealth) and an understanding of the market, competition, and industry in general
Strong sales and business development skills
Ability to influence and interact with all levels of the organization
Expert knowledge of all required regulatory, oversight and compliance requirements
Problem solving, analytical and decision-making skills including the ability to build consensus
Sound coaching and performance management skills
Excellent communication skills (presentation, written and oral) including the ability to influence and negotiate
Forward thinking, goal-oriented with focus on achieving targets
Previous experience leading people through large-scale change within a matrix environment.
Business planning and target setting
Committed to ongoing personal and professional development
Proven track record of success, leading, influencing and implementing business strategies requiring knowledge and understanding of the financial services industry
Ability to manage a successful performance management process in a sales culture

Qualifications and education requirements:

University degree with minimum of 5 years of progressively responsible experience, people leadership, or an equivalent combination of education and experience
Must hold a valid life insurance agent's license in the provinces in the District’s location
Must hold a valid mutual fund license
Must have completed 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
Must be in good standing with applicable regulators

Assets:

A profession financial services designation
Additional industry training
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 pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below.

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:

130,000/130 000 - 180,000/180 000

Job Category:

Sales - SIP

Posting End Date:

11/11/2026

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More about this job

Responsibilities

The District Manager is responsible for leading the growth and productivity of the district by recruiting top talent and coaching advisors. They also oversee business operations, manage financial results, and ensure the district meets sales and client experience targets.

Requirements

Candidates must hold a university degree with at least 5 years of progressively responsible experience in leadership or a related field. Additionally, valid life insurance and mutual fund licenses, along with the completion of the Branch Manager's Course, are required.

Skills

Business acumen
Sales management
Coaching
Performance management
Financial planning
Recruiting
Strategic planning
Relationship management
Leadership
Regulatory compliance
Analytical skills
Decision-making
Communication skills
Business development
Change management
Wealth management

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

District Manager
Sales
Wealth Management
Insurance
Recruiting
Business Development
Financial Services
Coaching
Performance Management
Strategic Planning
Regulatory Compliance
Life Insurance License
Mutual Fund License
Branch Manager's Course
Client Experience
Leadership
Business Acumen
Change Management
Financial Planning
Revenue Growth
Operations Management
Succession Planning
Sales Culture
Professional Development
Hybrid Work
Sun Life
Advisor Development
Market Analysis
Governance
Client Engagement

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