Job Description
: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.
What will you do?
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
What do you need to succeed?
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
Qualifications:
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
Bilingual as required
Unique requirements:
The location of other Sun Life offices determines the extent of the Resource Team Lead's travel. Travel is expected to other offices, regional/ national training sessions or meetings as required.
What's in it for you?
The opportunity to move along a variety of career paths with amazing networking potential
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’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
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