Business Development Partner (Scarborough), Toronto
Business Development Partner (Scarborough), Toronto
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Toronto C6A, Canada
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Posted: less than a week ago
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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 andexciting opportunities to make life brighter for our Clients – who are at the heart of everything we do.Objective of this role
The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach 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 to 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 and centers of influence. Support candidates and ensure a positive onboarding experience, including 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 pre‑ and post‑sales support. Develop advisor skills and capabilities through coaching in areas such as prospecting, holistic business practice, cross‑selling opportunities, sales cycle, and business management.Work with advisors to meet their financial and strategic objectives (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 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 with the Advisor Agreement. Achieve key recruiting and production metrics. Foster a positive culture and relationships 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.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 a 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 career 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 where this role 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. What will be nice to have
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 employeesto champion continuous improvement.Joining a reputable organization with over 150 years of history. Attractive compensation package. Salary Range
80,000 / 80 000– 128,000 / 128 000 Job Category
Sales– SIP Posting End Date
20/05/2026 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 . 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. Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
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The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach 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 to 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 and centers of influence. Support candidates and ensure a positive onboarding experience, including 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 pre‑ and post‑sales support. Develop advisor skills and capabilities through coaching in areas such as prospecting, holistic business practice, cross‑selling opportunities, sales cycle, and business management.Work with advisors to meet their financial and strategic objectives (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 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 with the Advisor Agreement. Achieve key recruiting and production metrics. Foster a positive culture and relationships 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.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 a 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 career 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 where this role 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. What will be nice to have
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 employeesto champion continuous improvement.Joining a reputable organization with over 150 years of history. Attractive compensation package. Salary Range
80,000 / 80 000– 128,000 / 128 000 Job Category
Sales– SIP Posting End Date
20/05/2026 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 . 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. Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
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Highlights
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Company nameSun Life
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Job positionBusiness Development Partner (Scarborough)
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