Business Development Partner

Overview

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Specific Skills

Strong mentoring, coaching, performance management and influencing skills.
Strong communication (written and verbal) and relationship building skills.
Previous people leadership experience would be an asset.

Responsibilities

Lead developing Advisors through onboarding, training and development programs.
Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)
Oversee required measures to ensure compliant operations at the Financial Centre Level.
Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
Escalate client complaints including assessment and advisor investigations.
Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

Additional Requirements

Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
Previous experience leading people through large-scale change within a matrix environment.
Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
Previous people leadership experience would be an asset.
Strong working knowledge of the regulatory environment.
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Minimum 5 years of related experience within the financial services industry.
Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
Must be willing to 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.
Must be in good standing with applicable regulators.
A professional financial services designation would be an asset.
Proficient with various technologies – i.e. Salesforce.com, Sun Vision Financial Analyzer.