Chef/Cheffe de l'équipe des ressources/ Resource Team Leader

Sun Life • Quebec, QC

5d • $58,000 - $93,000 • Hybrid

About The Position

The Resource Team Leader (RTL) provides leadership and management for a team of high-caliber financial center management assistants and ensures their development. Their objective is to enable advisors, advisor staff, and directors to obtain the training they need. They must identify needs and provide the required training on Sun Life's requirements, tools, technology, and administrative processes. The RTL works in collaboration with district directors to ensure they adopt the required technologies, working with the digital projects office, distribution. The RTL must ensure the operational efficiency of the district's financial center locations, including the efficiency of processes related to premises, technology, financial center administration, advisor offices, and client management, in accordance with national policies.

Requirements

• Strong client relations skills and client-focused approach
• Presentation and facilitation skills and a demonstrated ability to learn and create an environment that motivates others to learn
• Good coaching, performance management, and persuasion skills
• Ability to multitask, prioritize, and work in a demanding, fast-paced, and constantly evolving environment
• Strong persuasion and communication skills (written and verbal)
• Ability to work in a matrix environment
• Commitment to personal and professional development
• Excellent office skills (Windows, Microsoft Office, Salesforce)
• Ability to work independently and with all members of the financial center team
• High school diploma and 3 to 6 years of experience, or equivalent combination of education and experience
• Experience in coaching, leadership, financial services, and relationship management, and the ability to influence team members

Nice To Haves

• University degree or college diploma preferred

Responsibilities

• Responsible for the operations of financial centers
• Lead the financial center resource management team
• Regularly meet with each administrative staff member to ensure their objectives align with the needs of the Company and the financial center, as well as their job requirements
• Assess advisors' learning needs and recommend training that meets those needs
• Provide initial and ongoing training to advisors, schedule training, and arrange for speakers
• Ensure technology adoption, working with the digital projects office, distribution, and the leadership team
• Provide group or individual training related to various sales support systems, including technology, products, and procedures
• Provide immediate troubleshooting service to resolve computer-related issues
• Provide timely information on insurance-related products and procedures
• Provide training on topics related to legal compliance and professional conduct as needed
• Propose ideas for continuous improvement and support activities at the financial center
• Manage facilities (premises and equipment)
• Oversee administrative processes and ensure they comply with national policies and increase efficiency in the various financial center locations

Benefits

• Supportive, flexible, and inclusive work environment
• Opportunity to learn, grow, and succeed
• Hybrid work model offering choice and flexibility to work from both the office and virtually

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED