Job Description

THIS IS AN IN OFFICE ROLE!!

Role Summary :

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 Directors (DD) 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 you need to succeed?

Strong client relationship skills and a client centric mindset

Some Leader ship experience is a MUST

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

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

What's in it for you?

Working within a high performance culture.

Supportive working environment, culture of collaboration.

Talented and diverse workforce; opportunity to launch a rewarding career.

A company that promotes health, wellness, and work / life balance.

We encourage our employees to champion continuous improvement.

Joining a reputable organization with over 150 years of history.