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About the role
- Business Development Partner recruiting and onboarding advisors for Sun Life. Supporting their growth and compliance in a financial services environment in Quebec.
Responsibilities
- 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.
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.
Benefits
- 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.
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