Business Development Partner - Greater Calgary

Job Description Coaching for growth, client‑centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors.

Objective of this role The primary purpose of the Business Development Partner is to recruit, onboard, develop and coach advisors during their first four years. You will help these advisors establish their business and witness their growth, supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You will report to the District Manager and collaborate with the district and regional team.

What will you do? Source candidates for the Sun Life advisor role through community contacts and other sources of referrals and centres of influence. Support candidates and ensure a positive onboarding experience, including assistance with licensing studies, market identification, business planning, and joint client appointments.

Train and onboard new advisors and actively oversee the successful implementation of their onboarding plan, providing pre and post‑sales support and conducting training in product knowledge, sales process, and other areas. Develop advisor skills and capabilities through coaching in areas such as a holistic business practice, cross‑selling opportunities, the sales cycle, business management, prospecting, and more. Work with these advisors to meet their financial and strategic objectives (sales growth, productivity, client engagement, etc.).

Partner with head office centre of excellence teams to provide support to advisors. Monitor and track advisor activities, analyze data to drive insights into business practices. Oversee required measures and activities to ensure compliant operations at the District level.

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 with the Advisor Agreement.

Achieve key metrics related to recruiting and production. What do you need to succeed? Strong sales management and business development skills.

Strong prospecting and recruitment skills. Strong mentoring, coaching, performance management and influencing skills. Strong communication (written and verbal) and relationship building skills.

Strong knowledge of insurance and wealth products. Ability to support an advisor in defining and accessing their target market. Previous experience leading sales teams.

Strong working knowledge of the regulatory environment. 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 in which 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, CRMs, Microsoft applications. Nice to have Professional designation(s) in financial services. Previous experience in an advisor role.

Previous people leadership experience. Benefits Best Workplace for Hybrid Work by Great Place to Work® Canada. Part of a continuous improvement journey in developing the next greatest digital enterprise experience united by our purpose: to help clients and employees achieve lifetime financial security and live healthier lives.

Flexible benefits from the day you join to meet the needs of you and your family. Pension, stock and savings programs to help build and enhance your future financial security. Diversity and Inclusion 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 [email protected].

Salary Range 80,000 – 128,000 Job Category Sales – SIP Posting End Date 28/05/2026 #J-18808-Ljbffr