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Client-Centric Business Development Partner

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Sun Life Financial
πŸ“ calgary, Canada
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Location calgary
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Posted May 27, 2026
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Commute Local Area
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Job Description

Join Sun Life as a Client-Centric Business Development Partner, specializing in advisor growth through coaching and onboarding. Provide vital support to enhance advisor-client relationships.

This position focuses on recruiting and developing advisors over their initial four years. You will assist them in building sustainable financial practices and guide them through licensing and market strategies. Success in this role depends on strong mentoring skills and a commitment to client-centric sales growth.

Key Responsibilities:
β€’ Source candidates through community connections
β€’ Ensure a smooth onboarding experience for advisors
β€’ Conduct ongoing training in various relevant topics
β€’ Support compliance and operational excellence
β€’ Track advisor performance and development

Requirements:
β€’ Minimum 2 years of financial services experience
β€’ Must hold valid Life Insurance Agent’s license
β€’ Obtain Mutual Fund...

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πŸ“ Location Details

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City
calgary
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Country
Canada
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Commute
Local Area

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