Business development advisor supporting sales, client relationships, and personalized financial solutions at Desjardins. Hybrid role serving members and clients through multiple distribution channels.
About the role
- Business Development Consultant at Sun Life, helping Canadians achieve financial security through advisor recruitment, coaching, and practice growth. Supporting insurance and wealth sales, compliance, and district targets.
Responsibilities
- Recruit, onboard, coach and develop experienced advisors
- Source new and experienced candidates through community contacts and referral sources
- Maintain regular contact with advisors, centres of influence and community partners
- Oversee execution of new-advisor onboarding plans with the District team
- Participate in recruiting events such as career fairs
- Coach experienced advisors on market identification, sales planning and joint field work
- Support advisors in growing insurance and wealth sales, clients and assets
- Direct advisors to head-office partners, resources, specialized training and processes
- Help advisors create business plans, proposals, business solutions and implementation plans
- Provide coaching and training to build skills, knowledge and address gaps
- Run business assessments to improve business performance and client engagement
- Lead adoption of new business process changes
- Monitor experienced-advisor performance and alignment with business targets
- Deliver district and regional targets for sales growth, productivity and client engagement
- Support compliant operations and corrective action for market-conduct audits
- Develop Graduate advisor skills and identify candidates for Associate Advisor or Alliance opportunities
- Achieve recruiting and production metrics
- Report to the District Manager and collaborate with district and regional teams
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
- Business acumen and strong insurance and wealth product knowledge
- Good understanding of the local market
- Strong sales management and business development skills
- Strong mentoring, coaching, performance management and influencing skills
- Strong communication and relationship-building skills
- Forward-thinking and 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
- Professional financial services designation would be an asset
- Previous experience in an advisor role would be nice to have
- Previous people leadership experience would be nice to have
Benefits
- Work within a high-performance culture and be recognized for your achievements
- Supportive, collaborative working environment
- Opportunity to launch a rewarding career with a talented and diverse workforce
- Health, wellness, and work/life balance support
- Continuous improvement culture
- Attractive compensation package
- Sales incentive plan with industry-leading incentive payout opportunities
- Hybrid work flexibility from the office and virtually
- Accommodation support for persons with disabilities
- Diverse and inclusive workplace
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