Full-time
Advisor Development Partner at Sun Life
Posted by Sun Life Financial • calgary, ab, Canada
About the Role
Illuminate the path for new advisors as a Business Development Partner at Sun Life. With a focus on coaching, onboarding, and sales growth, you’ll support advisor success in a hybrid work setting.
As the Advisor Development Partner, you will recruit and train new advisors, fostering their skills in building a holistic financial practice. This role requires mentoring on compliance, business strategies, and client engagement, emphasizing the importance of advisor relationships for mutual growth. Collaborate closely with district management and other regional teams to maximize advisor success.
Key Responsibilities:
• Identify and recruit potential candidates for advice roles
• Guide new advisors through the onboarding process
• Provide training in sales techniques and product knowledge
• Coach advisors to meet personal and financial objectives
• Maintain compliance with industry standards and practices
Requirements:
• Minimum two years in financial services indu...
As the Advisor Development Partner, you will recruit and train new advisors, fostering their skills in building a holistic financial practice. This role requires mentoring on compliance, business strategies, and client engagement, emphasizing the importance of advisor relationships for mutual growth. Collaborate closely with district management and other regional teams to maximize advisor success.
Key Responsibilities:
• Identify and recruit potential candidates for advice roles
• Guide new advisors through the onboarding process
• Provide training in sales techniques and product knowledge
• Coach advisors to meet personal and financial objectives
• Maintain compliance with industry standards and practices
Requirements:
• Minimum two years in financial services indu...
Ready to Apply?
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