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Resource Team Leader – Sun Life Financial

Sun Life Financial

Title of the Job: Resource Team Leader

Location: Vancouver, BC

Job Description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:**18 month contract opportunity-IN OFFICE roleThe 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 locationsLeads the FC resource administration teamCompletes 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 jobAssess advisor learning needs and recommend training required to meet the needsEnable technology adoption, working in partnership with the Distribution Digital Office and Management teamCoordinates the FC training program based on the needs of the FCDelivers initial and on-going advisor training, prepares training schedules, arranges for presentersProvides 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 problemsProvides just-in-time information on insurance products/proceduresDelivers training on compliance and market conduct topics as requiredFacilities management (premises & equipment)Oversee administrative process, operating within national policies driving efficiency and effectiveness across locationsWhat do you need to succeed?Strong client relationship skills and a client centric mindsetAbility to multitask, prioritize and work in a fast paced, demanding and constantly changing environmentSound coaching, performance managers and influencing skillsPresentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learnStrong influence and communication skills (written and oral)Ability to work in a matrix environmentCommitted to ongoing personal and professional developmentExcellent PC Skills (Windows Operating system, Microsoft Office, Salesforce)Ability to work independently and with all members of the FC TeamUniversity degree with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferredExperience includes coaching, leading and influencing teams, previous experience in the financial services and relationship managementUnique 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.Reasons why should you join us under the sun:

  • The opportunity to move along a variety of career paths with amazing networking potential.
  • An environment of continuous learning, development, and improvement
  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • A caring, supportive, and inclusive culture
  • A collaborative and interactive team environment

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 58,000/58 000 – 97,000/97 000Job Category: Sales – Distribution SupportPosting End Date: 21/10/2024

Company Name: Sun Life Financial

Salary: $58000 – 97000 per year


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