Business Development Consultant
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Key skills for this role
About the Role
Sun Life seeks a Business Development Consultant to recruit, onboard, and coach experienced advisors in Montreal. You will drive sales growth, provide coaching, and support advisors in building holistic financial services practices.
Key Skills for This Role
Responsibilities
- Source new and experienced candidates with established practices for the Sun Life advisor role or to join an advisor team
- Maintain regular contact with referral sources, including advisors, centres of influence and other community partners
- Actively oversee the successful execution of a new advisors’ onboarding plan, in collaboration with the District team
- Partner with the Recruiting Consultant, DM and Business Development Partner to participate at recruiting events, such as career fairs
- Support experienced advisors to deliver on holistic business results by providing coaching, training and consulting on market identification, sales planning and joint field work
- Guide and direct advisors to the partners and resources at head office that support their business practice
- Coach and support experienced Advisors to deliver on business results; support the advisors in creating business plans, proposals, business solutions and implementation plans
- Provide coaching and training to build skills and knowledge and address gaps
- Run business assessments to identify opportunities and support advisors to improve business performance and Client engagement
- Lead adoption of new business process changes, supporting advisors through implementation
- Monitor and manage performance of experienced advisors and ensure alignment to business targets
- Deliver business results consistent with District and regional targets (sales growth, productivity, client engagement)
Requirements
- Bilingualism (French, English, both oral and written) is required
- University degree with 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 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
- Business acumen, strong product knowledge (insurance and wealth); good understanding of the local market
- Strong sales management and business development skills
- Strong mentoring, coaching, performance management and influencing skills
Full Job Posting
Job Description
- Focused on coaching for growth, consulting with experienced advisors, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join t
- The primary purpose of the Business Development Consultant (BDC) is to recruit, onboard, coach and develop experienced advisors. You will play an important role in helping these advisors grow their business by supporting them in building and expanding a holistic financial services practice that incl
What will you do?
- 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.
- Actively oversee the successful execution of a new advisors’ onboarding plan, in collaboration with the District team.
- Partner with the Recruiting Consultant (RC), DM and Business Development Partner (BDP) to participate at recruiting events, such as career fairs.
- Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales, Clients, assets, etc.) by providing coaching, training and consulting on market identification, sales planning and joint field work.
- Guide and direct advisors to the partners and resources at head office that support their business practice, specialized training and processes (e.g. Centre of Excellence Teams)
- Coach and support experienced Advisors to deliver on business results; support the advisors in creating business plans, proposals, business solutions and implementation plans to achieve business results.
- Provide coaching and training to build skills and knowledge and address gaps, to help advisors meet their plans/target and to align with compliance and other requirements.
- Run business assessments to identify opportunities and support advisors to improve business performance and Client engagement.
- Lead adoption of new business process changes, supporting advisors through implementation.
- Monitor and manage performance of experienced advisors and ensure alignment to business targets.
- Deliver business results consistent with District and regional targets (sales growth, productivity, client engagement).
What do you need to succeed?
- 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
- Business acumen, strong product knowledge (insurance and wealth); good understanding of the local market.
- Strong sales management and business development skills.
- Strong mentoring, coaching, performance management and influencing skills.
- Strong communication (presentation, written and verbal) and relationship building skills.
- Forward thinking, goal oriented with focus on achieving targets.
- Previous experience leading people through large scale change within a matrix environment.
- Business planning and management skills.
- Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
- Ability to manage a successful performance management process in a sales culture.
Qualification and educational requirements
- University degree with 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 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.
- A professional financial services designation would be an asset.
What's in it for you?
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment.
- We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
- We are thrilled to be recognized by Excellence Canada with their top level certification, the Canada Order of Excellence for Mental Health at Work®
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