Business Development Partner responsible for recruiting and training advisors for Sun Life. Collaborating with regional teams to support financial services growth and compliance.
Responsibilities
Recruit, onboard, train, develop and coach developing advisors during their first four years
Source candidates for the Sun Life advisor role through community contacts
Support candidates with licensing studies, market identification, business planning
Train and onboard new advisors and oversee implementation of their onboarding plan
Develop advisor skills through coaching in areas like prospecting and sales cycle
Monitor advisor activities and ensure compliant operations
Achieve key recruiting and production metrics
Foster a positive culture through events and recognition programs
Requirements
Minimum 2 years of related experience within the financial services industry
Valid Life Insurance Agent’s license in the province of Ontario
Valid Mutual Fund license in the province of Ontario
Complete the Branch Manager’s Course Examination within 6 months in the role
Proficient with Salesforce.com, Financial Planning software, Microsoft applications
Previous experience leading sales teams
Professional designation(s) in financial services
Previous people leadership experience
Benefits
Flexible Benefits from the day you join to meet the needs of you and your family
Professional development opportunities
Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
Top-level certification from Excellence Canada for prioritizing employee well-being
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