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.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life District team and contribute to making a positive difference for Canadians and advisors.
Objective of this role:
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the District Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional team. Reporting to the District Manager is the Business Development Consultant (BDC) and the Business Development Partner(s) (BDPs).
What will you do?
- Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
- 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.
- Partner with the Recruiting Consultant (RC), BDC and BDP to participate at recruiting events within the district, such as career fairs.
- Lead, coach and develop the District team: recruit top talent to meet business growth objectives, maintain proper staffing levels by overseeing the hiring and training of BDCs and BDPs in partnership with HR, ongoing performance management, development opportunities and support.
- Work with the Regional Vice President (RVP) to develop and execute annual holistic business plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to District.
- Monitor achievement of business targets and adjust activities as required.
- Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor productivity, proficiency, and efficiency.
- Lead adoption of new business process changes, supporting advisors and leaders through implementation.
- Support BDCs and BDPs in advisor coaching.
- Develop and plan annual training schedule for advisors.
- Guide and direct advisors, BDCs and BDPs to Head Office partners and resources who support their business practice, specialized training and processes (e.g. Centre of Excellence Teams).
- Ensure advisors in the District are appropriately trained, knowledgeable and following defined product, suitability and general administrative processes to ensure compliance with all regulatory and Sun Life obligations.
- Oversee the day-to-day operations, direction, and management of assigned Financial Centre(s) (FCs).
- Manage expenses and operational effectiveness consistent with business plans and drive for continuous improvement initiatives aimed at aligning FC performance to strategic and operational targets.
- Foster a positive culture and relationship with advisors through events, recognition and participation in meetings.
Required skills: What do you need to succeed?
- Business acumen, deep product knowledge (insurance and wealth) and an understanding of the market, competition, and industry in general
- Strong sales and business development skills
- Ability to influence and interact with all levels of the organization
- Expert knowledge of all required regulatory, oversight and compliance requirements
- Problem solving, analytical and decision-making skills including the ability to build consensus
- Sound coaching and performance management skills
- Excellent communication skills (presentation, written and oral) including the ability to influence and negotiate
- Forward thinking, goal-oriented with focus on achieving targets
- Previous experience leading people through large-scale change within a matrix environment.
- Business planning and target setting
- Committed to ongoing personal and professional development
- Proven track record of success, leading, influencing and implementing business strategies requiring knowledge and understanding of the financial services industry
- Ability to manage a successful performance management process in a sales culture
Qualifications and education requirements:
- University degree with minimum of 5 years of progressively responsible experience, people leadership, or an equivalent combination of education and experience
- Must hold a valid life insurance agent's license in the provinces in the District’s location
- Must hold a valid mutual fund license
- Must have completed 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
Assets:
- A profession financial services designation
- Additional industry training
- Previous experience in an advisor role
- Previous people leadership experience
What’s in it for you?
- Work within a high-performance culture and be recognized for your achievements
- Be part of a supportive, collaborative working environment
- Opportunity to launch a rewarding career with a talented and diverse workforce
- 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 package
The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below.
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 thebrightside@sunlife.com.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
130,000/130 000 - 180,000/180 000
Job Category:
Sales - SIP
Posting End Date:
11/11/2026
