Resource Team Leader

Sun Life • Quebec, QC

3d • CA$58,000 - CA$93,000 • Hybrid

About The Position

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

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.

Requirements

• Strong client relationship skills and a client centric mindset
• Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn
• Sound coaching, performance management and influencing skills
• Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment
• 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
• University degree with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred
• Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship 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

• Travel is expected to other offices, regional/ national training sessions or meetings as required.

Responsibilities

• Responsible for running the operations of the FC locations
• Leads the FC resource administration team
• Conduct regular reviews with each team member ensuring goals and objectives reflect the needs of the company, the FC as well as the requirements of the job
• Assess advisor learning needs, recommend, coordinate and deliver any required training
• Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
• Enable technology adoption, working in partnership with the Distribution Digital Office and Management team
• 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
• Contribute continuous improvement ideas and support initiatives for the financial centre
• Facilities management (premises & equipment)
• Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level