Financial Advisor Development Partner (Moncton)

Financial Advisor Development Partner (Moncton)

06 Nov
|
Sun Life
|
Moncton

06 Nov

Sun Life

Moncton

Coach developing advisors at Sun Life through recruitment, onboarding, and sales development in a hybrid work setting. Build relationships while supporting advisor growth.

As Business Development Partner, you will recruit, onboard, train, develop, and coach advisors during their first four years. You will help them establish holistic financial services practices spanning life and health insurance and wealth products. Reporting to the District Manager, you will collaborate with district, regional, and Centre of Excellence teams.

Key Responsibilities:

- Source advisor candidates through community contacts and referrals
- Support licensing studies, market identification, and business planning
- Train advisors on products, sales processes, and support
- Coach prospecting, cross-selling,



business management, and sales skills
- Monitor activities, compliance measures, and production metrics

Requirements:

- Minimum two years of financial services experience
- Valid provincial Life Insurance Agent’s license
- Mutual Fund license or completion within 90 days
- Strong sales management, coaching, recruitment, and communication skills
- Working knowledge of regulatory requirements and financial technologies

Apply financial services expertise, advisor coaching, recruitment, and sales management skills to support Sun Life’s developing advisors.

📌 Financial Advisor Development Partner (Moncton)
🏢 Sun Life
📍 Moncton

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