Business Development Consultant (Montreal)

The primary purpose of the Business Development Consultant (BDC) is to recruit, onboard, coach and develop experienced advisors. You will play an important role in helping these advisors grow their business by supporting them in building and expanding a holistic financial services practice that includes life and health insurance and wealth products. You will contribute to the success of the District overall. You will report to the District Manager (DM) and collaborate with the district and regional team.

Responsibilities

• Source new and experienced candidates with established practices for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.
• Maintain regular contact with referral sources, including advisors, centres of influence and other community partners.
• Actively oversee the successful execution of a new advisor’s onboarding plan, in collaboration with the District team.