Business Development Sr. Consultant

Job Description

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There has never been a more exciting time to build your career with Sun Life Canada. As a key member of our Business Growth team, you will play a pivotal role in fueling advisor expansion across the organization. Reporting to the AVP, Business Growth & Strategy, you will help strengthen Sun Life’s advisor network by sourcing top financial professionals and positioning our industry-leading Sun Life Canada Securities Inc. platform.

Do you thrive in a fast-paced, sales-driven environment where strategic outreach, relationship building, and value positioning directly shape organizational growth? Join us as a Business Growth Manager, where your ability to uncover talent, build meaningful connections, and champion the Sun Life value proposition will make a measurable impact.

What will you do?

Prospecting & Lead Generation

• Proactively source and qualify advisor candidates through calls, email campaigns, social and digital outreach.
• Execute strategic networking to connect with third-party advisors, understand their practice needs, and present Sun Life as the partner of choice.
• Maintain candidate-tracking workflows and key performance metrics to support pipeline management.

Client & Advisor Engagement

• Build trusted relationships by understanding business, financial, and client needs.
• Develop community relationships and centers of influence to broaden reach.
• Maintain strong knowledge of financial markets, investment trends, policies, and advisor business models (including teaming structures).

Sales Execution & Recruitment

• Manage inbound/outbound communication, follow-ups, negotiations, and application processing.
• Conduct early-stage screening to support due-diligence requirements.
• Coordinate onboarding activities and support advisor team transitions.

Collaboration

• Partner with field sales teams—including wholesalers and Sales Directors—to develop recruitment strategies and support territory growth.
• Work closely with the AVP, Business Growth to maintain a healthy advisor pipeline and optimize engagement touchpoints.
• Ensure seamless handoff of qualified candidates for final interview stages and collaborate with internal stakeholders for a positive advisor experience.

Administration, Reporting & Campaign Support

• Use CRM tools (e.g., Salesforce) to track activities, manage data, and report progress.
• Share insights to improve processes, programs, and strategic initiatives.
• Support the development and execution of sales campaigns, advisor events, and marketing communications.

What do you need to succeed?

You are social, empathetic, solutions-oriented, and a strong communicator—naturally skilled at connecting with people and building trust.

• Ability to gather and interpret market intelligence to support strategic positioning.
• Exceptional networking, communication, presentation, and negotiation skills.
• Experience in a prospecting-focused role with strong planning and execution discipline.
• Demonstrated success sourcing talent from multiple channels and building high-quality pipelines.
• Ability to quickly assess advisor potential through interviews, digital profiles, and other indicators.
• Professional presence and excellent relationship-building abilities.
• Understanding of regulatory requirements for financial services sales roles.
• Strong collaboration skills, with experience working across multiple internal teams.
• Post-secondary degree in business and 2–5 years of experience in business development or a similar relationship-driven role.

What will be nice to have:

• Experience in financial services—especially life insurance, investments, or wealth management.
• Proficiency with Microsoft Word, Excel, PowerPoint, and CRM systems (preferably Salesforce).
• Experience with social media publishing or digital outreach tools.

Special Requirements

• Travel within your designated region is required.

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is 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.