Bilingual Senior Digital Business Consultant
About The Position
Sun Life Canada Distribution (SLFD) is a leading financial institution offering Canadians holistic advice and solutions in insurance, wealth, and health. The Strategic Execution and Change Management team in Retail Advice and Solutions is responsible for developing and delivering strategic initiatives, providing team members with opportunities to gain experience and skills from strategy to execution. Reporting to the Director, Distribution Strategic Initiatives & Digital Adoption, the Senior Digital Business Consultant will drive digital transformation and organizational capability development exclusively for key stakeholders. This role combines adoption roadmap planning, program leadership, and execution excellence to enable key stakeholders to effectively leverage digital tools and drive adoption within their teams for advisor success.
Requirements
- 5+ years' experience in the IT, service support, business management, or organizational effectiveness industry with demonstrated technical expertise or formal technical/business post-secondary education
- 3+ years' experience consulting with consultants or working in a consulting capacity to advise senior leaders and business partners on complex digital and organizational initiatives
- Demonstrated skills and experience with various software and hardware and their connectivity, specifically: Salesforce.com, Microsoft Applications (Outlook, Excel, PowerPoint, Word, OneDrive, SharePoint), Windows
- Demonstrated proficiency and technical understanding with technology software/hardware
- 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.
- Strong strategic and analytical thinker; ability to translate business strategy into executable programs and make data driven decisions
- Excellent problem-solving skills through the ability to understand issues, define pros and cons, and make pragmatic recommendations related to complex issues
- Exceptional collaboration, interpersonal, and meeting facilitation skills with a focus on driving results
- Excellent communication skills (verbal and written) to train, coach, and influence others; ability to gain understanding of complex business and technical problems
- Effective ability to work in a team environment; strong team player with an ability to perform well under pressure
- Excellent organizational skills, strong work ethic, and effective time management
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Nice To Haves
- Demonstrated experience with SLFD leadership and advisor sales processes
- Experience in both the insurance and wealth industries
- Experience with change management and digital transformation initiatives
- Experience with leveraging data and analytics for insights and solutions
- Proven success with driving digital adoption in complex organizations
- Experience in program management and strategic initiative delivery
Responsibilities
- Lead the development and ongoing refinement of a stakeholder-specific digital adoption approach by identifying barriers and adoption opportunities, shaping a prioritized roadmap, and aligning success metrics, capability requirements, and enablement strategies to drive measurable adoption outcomes.
- Own the end-to-end delivery of digital adoption initiatives aligned to the roadmap, including planning, execution and success tracking for various programs, ensuring initiatives are delivered on time and drive intended outcomes.
- Drive sustainable behaviour change through targeted enablement (e.g. training, coaching and best practices), providing high-touch consultative support to build stakeholder capability and confidence to embed digital tools in supporting advisors with Client servicing, sales opportunity generation, and asset growth.
- Continuously gather insights and feedback to refine approaches and enhance impact.
Benefits
- Supportive, flexible, and inclusive work environment
- Opportunities to learn, grow, and succeed
- Collaborative leaders and colleagues
- Hybrid work model offering choice and flexibility to work from both the office and virtually
- Discretionary incentive plans based on individual and company performance
- Sales incentive plans based on individual or group sales results (for certain sales-focused roles)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
