Business Development Partner

Business Development Partner (BDP) – Role Overview

The primary purpose of the Business Development Partner is to recruit, onboard, train, develop and coach advisors during their first four years, supporting them in building a holistic financial services practice that includes life and health insurance and wealth products.

• Source candidates for the Sun Life advisor role through community contacts and other referral sources, including centers of influence.
• Support candidates and ensure a positive onboarding experience, providing assistance with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard new advisors, overseeing the successful implementation of their onboarding plan.
• Conduct training in areas such as product knowledge and sales process, and provide pre‑ and post‑sales support.
• Develop advisor skills through coaching in prospecting, holistic business practice development, cross‑selling opportunities, sales cycle, and business management.
• Work with advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
• Partner with head office Centers of Excellence to support advisors.
• Monitor and track advisor activities, analyze data to drive insights into business practices.
• Oversee required measures and activities to ensure compliance with regulatory and Sun Life obligations.
• Ensure assigned advisors are appropriately trained, licensed, registered, and follow product suitability reviews.
• Escalate client complaints and conduct advisor investigations.
• Ensure advisor conduct aligns with the 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 sponsor ships.

• Minimum 2 years of related experience within the financial services industry.
• Business acumen, product knowledge in insurance and wealth, and market understanding.
• Strong sales management and business development skills.
• Strong prospecting and recruitment skills.
• Strong mentoring, coaching, performance management, and influencing skills.
• Problem‑solving, analytical and decision‑making skills.
• Strong communication (presentation, written, and verbal) and relationship building skills.
• Ability to support an advisor in defining and accessing their target market.
• Previous experience leading sales teams.
• Forward‑thinking, goal‑oriented with focus on achieving targets.
• Strong working knowledge of the regulatory environment.
• Ability to manage a successful performance management process in a sales culture.
• Committed to ongoing personal and professional development.
• Must hold a valid Life Insurance Agent’s license in the applicable province.
• Must hold a valid Mutual Fund license or obtain it within 90 days.
• Must complete the Branch Manager’s Course Examination and become registered as a mutual fund branch manager within six months.
• Must be in good standing with applicable regulators.
• Proficient with technologies such as , financial planning software, and Microsoft applications.

• Professional designation(s) in financial services.
• Previous experience in an advisor role.
• Previous people leadership experience.

• Base pay range: 80,000 to 128,000.
• Eligible for incentive plans based on performance.
• Hybrid work environment offering flexible office and virtual options.
• Health, wellness, and work/life balance promotion.
• Continuous improvement opportunities.

Sun Life is an Equal Opportunity Employer. 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

We welcome applications from qualified individuals from all backgrounds.

Posting End Date: 04/06/2026