Business Growth Consultant

You 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 inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Role Summary

Our vision is to help our Clients achieve lifetime financial security and live healthier lives. To deliver on our promise, our team’s focus is to help advisors grow their practice through an end-to-end Client engagement program, enabling them with content, tools, support and knowledge to deliver holistic advice to Clients.

As a Business Growth Consultant, you’ll deliver best in class Client engagement programs and consulting support. You’ll enable advisors to attract new Clients, create magnetic Client experiences, increase their capacity, capability, productivity and ultimately, sales growth. You’re an innovative problem-solver, curious, collaborative and look for opportunities to create the next great solution. You meet advisors where they are and understand their day-to-day needs. You’ll be part of a dynamic, innovative, and results-driven team of professionals, who have a recognized brand within our advisory channel.

What will you do?

• Deliver and inform a best-in-class program that enables advisors to proactively connect with Clients, with the data, tools, process, and tactics to build Client engagement throughout the advisor-client relationship, to help advisors grow their business.

• Deliver support to help advisors attract new Clients and onboard them successfully into their practice, along with support to optimize the Head Office Leads program opportunities and best practices.

• Consult with and coach advisors and field leaders to increase adoption of the program, tools and resources, and gain feedback.

• Develop and deliver workshops to advisor cohorts to implement the program support, including attracting and nurturing new Clients, Client onboarding, Client nurture and engagement strategies, Client segmentation, thought leadership, tools, and resources.

• Coach top advisors with 1:1 customized solutions to meet their unique business needs.

• Through data analytics and feedback, uncover opportunities within our distribution channel and advisors’ businesses, and provide strategic direction on how to best execute these opportunities.

• Provide input on the program and tool development, based on advisor needs and feedback.  

• Provide subject matter expertise on head office programs, and influence and leverage initiatives for integration and alignment with the program.

• Develop and lead innovative test and learn initiatives that deliver on our objectives.  

• Provide feedback on campaign performance and advisor engagement immediately and throughout campaigns to enable us to pivot and adjust, to achieve results.

• Triage within Business Growth for other advisor needs.

What do you need to succeed?

• Excellent interpersonal skills; must be able to build strong relationships, consult, influence and negotiate with people from diverse backgrounds and levels throughout the organization.

• Results driven and solution-oriented; takes ownership for achieving results in a dynamic, fast-paced sales environment.

• Strong leadership skills to drive action, manage complexity, influence change, motivate and develop innovative solutions. 

• Strategic and analytic thinker with ability to make data-driven decisions.

• Outstanding communication and presentation skills, with an entrepreneurial spirit.

• Client-focus.

• Adept at juggling multiple priorities, with the ability to work independently and in a dynamic, multi-site team environment.

• In-depth understanding of advisor business, sales process and needs.

• Expert consulting skills, with a sales and marketing orientation.

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Qualifications

• Minimum 5 – 7 years of financial services experience

• University degree in related Business or Marketing field

• Proven business development and consulting experience

• Familiarity with Sun Life’s distribution model, products, programs and services

• Experience with Salesforce is an asset

• Some travel required

What’s in it for you?

• We are proud to be on the 2025 Best Workplaces in Canada list by Great Place to Work.

• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• A caring, supportive, and inclusive culture

• Flexible Benefits from the day you join to meet the needs of you and your family

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Marketing

Posting End Date:

22/04/2025