Financial Centre Resource Team Leader

The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Managers (DM) and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations which can include, premises, technology, administrations, advisor office managements and client management processes.

Responsible for running the operations of the FC locations

Leads the FC resource administration team

Completes regular one on one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job

Assess advisor learning needs and recommend training required to meet the needs

Enable technology adoption, working in partnership with the Distribution Digital Office and Management team

Coordinates the FC training program based on the needs of the FC

Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters

Provides training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions.

Provides just-in-time PC trouble shooting to resolve technology problems

Provides just-in-time information on insurance products/procedures

Delivers training on compliance and market conduct topics as required

Facilities management (premises & equipment)

Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations

Strong client relationship skills and a client centric mindset

Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment

Sound coaching, performance managers and influencing skills

Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn

Strong influence and communication skills (written and oral)

Ability to work in a matrix environment

Committed to ongoing personal and professional development

Excellent PC Skills (Windows Operating system, Microsoft Office, Salesforce)

Ability to work independently and with all members of the FC Team

Bilingual (English & Mandarin) an asset

University degree with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred

Previous experience in the financial services and relationship management

We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada

Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

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

Pension, stock and savings programs to help build and enhance your future financial security.

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.