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Sun Life

Global financial services for insurance, investments

Director – Business Growth

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-time$130k - $180k

About the Job

Requirements

  • Experience leading advisor recruitment and building sustainable candidate pipelines in the wealth management or securities industry.
  • Ability to execute recruitment plans, manage a multi-stage candidate funnel, and deliver appointment, onboarding, and conversion targets.
  • Knowledge of Canadian financial services distribution, advisor business models, and the securities and wealth management environment.
  • Ability to use dashboards, forecasts, recruitment data, and market intelligence to prioritize activity, identify gaps, and guide decisions.
  • Experience coordinating candidate due diligence, onboarding, transitions, and issue resolution across multiple business partners.
  • Ability to communicate effectively and build credibility with candidates, advisors, field leaders, senior leaders, and enterprise partners while managing competing priorities in a complex matrix.
  • A post-secondary degree or an equivalent combination of education and relevant experience is required.
  • Travel is required.
  • Bilingualism in French and English, both oral and written, is required for Quebec-based positions.

Responsibilities

  • Lead the execution of the business growth strategy, with accountability for external advisor recruitment and internal advisor transitions.
  • Partner with senior leaders to establish recruitment priorities and contribute to strategic plans supporting multi-year organic asset growth.
  • Develop and execute recruitment strategies for external advisor teams while helping internal Sun Life advisors understand the value proposition and transition opportunities.
  • Translate recruitment priorities into activity plans, milestones, accountabilities, and regional or market-level actions.
  • Lead prospecting, sourcing, outreach, assessment, follow-up, and conversion practices across the advisor recruitment funnel.
  • Establish and monitor recruitment, pipeline, appointment, onboarding, conversion, and speed-to-productivity measures, and present performance updates to senior leaders.
  • Build relationships with field leaders and coordinate candidate due diligence, contracting, onboarding, transition, and readiness activities with Compliance, Operations, Technology, and other business partners.

Desired Qualifications

  • Securities, wealth management, or investment-industry licensing or accreditation is an asset.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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