- Lead developing Advisors through onboarding, training and development programs.
- Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)
- Oversee required measures to ensure compliant operations at the Financial Centre Level.
- Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
- Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
- Escalate client complaints including assessment and advisor investigations.
- Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.
- Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
- Strong sales management and business development skills.
- Strong mentoring, coaching, performance management and influencing skills.
- Strong communication (written and verbal) and relationship building skills.
- Previous experience leading people through large-scale change within a matrix environment.
- Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
- Previous people leadership experience would be an asset.
- Strong working knowledge of the regulatory environment.
- 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 be willing to complete 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.
- A professional financial services designation would be an asset.
- Proficient with various technologies – i.e. , Sun Vision Financial Analyzer.
- Working within a high performance culture.
- Supportive working environment, culture of collaboration.
- Talented and diverse workforce; opportunity to launch a rewarding career.
- A company that promotes health, wellness, and work/life balance.
- We encourage our employees to champion continuous improvement.
- Joining a reputable organization with over 150 years of history.
- Attractive compensation and benefit package.
-
Organizational Development Partner
1 week ago
WorkSafeBC Richmond, CanadaJob requisition number · 038519 · Job location · Richmond · Full-time / part-time · Full-time · Posting period · From 02/27/2024 to 03/11/2024 · Overview · - Are you passionate about shaping the next generation of organizational leaders? Here's your chance to be at the forefront ...
-
Partner Development Manager
2 weeks ago
Wildix Vancouver, Canada**About Us** · Wildix is the first 100% secure, easy-to-use, professional web-based UC&C system, recognized as a Niche Player in the Gartner Magic Quadrant for Unified Communications as a Service in 2023. · Founded in 2005 by two Italian brothers, Steve and Dimitri Osler, we are ...
-
Partner Development Representative
5 days ago
Ntirety Vancouver, Canada· **COMPANY OVERVIEW**: · When it comes to a cybersecurity crisis, the question is not if, but when it will happen - that's why Ntirety's mission to provide proactive compliant security is crucial in today's business landscape. No matter what role or department you work in, bein ...
-
Partner Development Representative
13 hours ago
Ntirety Vancouver, Canada**COMPANY OVERVIEW**: · When it comes to a cybersecurity crisis, the question is not if, but when it will happen - that's why Ntirety's mission to provide proactive compliant security is crucial in today's business landscape. No matter what role or department you work in, being a ...
-
Business Development Partner
4 days ago
Sun Life Vancouver, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
HRbp/leadership Development Partner
3 weeks ago
Motorola Solutions Vancouver, CanadaCompany Overview · At Motorola Solutions, we believe that everything starts with safety.Its the constant that empowers people to confidently move forward. It can fill a flight or sell out a stadium. It can care for a patient or graduate a class. · As a global leader in public saf ...
-
Learning & Development Business Partner
1 day ago
Thinkific Vancouver, CanadaThinkific is a software platform that gives anyone the ability to easily create and sell online courses, build vibrant communities, and monetize memberships. We believe in impactful and innovative work: our team of 250+ Thinkers is building and expanding an incredible product tha ...
-
Saje Natural Wellness Vancouver, Canada**Overview**: · For over 25 years we've been helping our community with essential oil blends that actually work. These essential oil blends treat stress, pain, gut, balance, and support in relaxation prior to sleep, and for symptoms of coughs and colds. We know that a life commit ...
-
Client Partner, Organization Development
2 weeks ago
Fraser Health New Westminster, CanadaSalary range: The salary range for this position is CAD $ $65.35 / hour Why Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the C ...
-
Business Development Partner
3 weeks ago
Sun Life Richmond, Canada Full timeJob Description · : The primary purpose of the Business Development Partner is to onboard, develop, coach and support between 8-15 developing Advisors for a period of 36-48 months in a holistic approach to business development (e.g. insurance and wealth), sales growth and client ...
-
Business Development Partner
1 week ago
Sun Life Surrey, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Client Partner, People Development
3 weeks ago
Fraser Health Surrey, CanadaWhy Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services to over 1.9 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka'pamux Nations. Our t ...
-
Client Partner, Organization Development
2 weeks ago
Fraser Health Surrey, CanadaSalary range: The salary range for this position is CAD $ $63.45 / hour Why Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the C ...
-
Client Partner, Organization Development
2 weeks ago
Fraser Health Surrey, CanadaWhy Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services from Burnaby to Fraser Canyon on the traditional, ancestral and unceded territories of the Coast Salish and Nlaka'pamux Nations, and is home to six Métis Chartered ...
-
Client Partner, People Development
1 week ago
Fraser Health Surrey, CanadaWhy Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services to over 1.9 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka'pamux Nations. Our t ...
-
Client Partner, People Development
3 weeks ago
Fraser Health Surrey, CanadaSalary range: The salary range for this position is CAD $ $63.45 / hour Why Fraser Health?: · Fraser Health continues to be recognized as one of BC's Top Employers, are you someone who is passionate about making a difference in the lives of others? · Fraser Health is responsible ...
-
Corporate Partner Development Coordinator
1 week ago
Specsavers Burnaby, Canada**Salary**:$55,000 - $75,000 · Actual compensation within the range will be based on experience · We also offer quarterly variable compensation package (bonus) + benefits · **About Specsavers** · Welcome to Specsavers - where we're not just about eyewear and eyecare, we're a purp ...
-
Corporate Partner Development Manager
1 week ago
Specsavers Burnaby, Canada**Salary**:$110,000 - $130,000 · Actual compensation within the range will be based on experience · We also offer quarterly variable compensation package (bonus) + benefits · **About Specsavers** · Welcome to Specsavers - where we're not just about eyewear and eyecare, we're a pu ...
-
Client Partner, Capital Developments' Strategic
3 weeks ago
Fraser Health New Westminster, CanadaWhy Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services to over 1.9 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka'pamux Nations. Our t ...
-
Client Partner, People Development
2 days ago
Fraser Health Surrey, CanadaWhy Fraser Health?: · Fraser Health is responsible for the delivery of hospital and community-based health services to over 1.9 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka'pamux Nations. Our t ...
Business Development Partner - Richmond, Canada - Sun Life
Description
Description
de poste:The primary purpose of the Business Development Partner is to onboard, develop, coach and support between 8-15 developing Advisors for a period of 36-48 months in a holistic approach to business development (e.g. insurance and wealth), sales growth and client service.
What will you do?
What do you need to succeed?
Educational Requirements:
What's in it for you?
This role is provided with a market-competitive compensation package which includes a salary as well as monthly performance-based bonuses (ranging $80,000-110,000 per annum)
L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement du candidat sélectionné et d'autres facteurs. En plus du salaire de base, les employés admissibles de la Financière Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe.
Depuis toujours, la diversité et l'intégration sont au cœur des valeurs de la Financière Sun Life. Nous croyons qu'un effectif diversifié ayant des points de vue variés et des idées créatives est avantageux pour nos clients, pour les collectivités où nous exerçons nos activités, ainsi que pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.
Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse ''.
À la Sun Life, nous voulons créer un environnement de travail flexible où nos employés sont outillés pour donner le meilleur d'eux-mêmes. Nous offrons plusieurs options de travail flexibles selon les exigences du poste et les besoins individuels. N'hésitez pas à en discuter pendant le processus de sélection.
Nous remercions tous les candidats de l'intérêt manifesté pour ce poste. Nous ne communiquerons qu'avec les personnes qui auront été retenues pour passer une entrevue.
Échelle salariale:
76,000/ ,000/125 000Catégorie d'emploi :
Ventes - SIPFin de l'affichage :
16/05/2024