Distribution Training Consultant

Sun Life Assurance Company of Canada; Toronto; On-site; CAD 58,000 - 97,000; Full time

Job summary

Join a leading financial services company as a Distribution Training Consultant on a 12-month contract. This role involves developing and overseeing training programs for the Retail Distribution Team, managing an online learning platform, and ensuring all necessary training materials and events are effectively executed. You'll work closely with various business partners and contribute to the success of training initiatives.

Benefits

Flexible work environment

Career development opportunities

Diversity and inclusion focus

Recognition as a 2023 Best Workplaces in Ontario

Mental health support

Qualifications

• 4 years of training experience, preferably in the mutual fund industry.
• Experience with online learning management systems.
• Completion of IFIC and/or CSC.

Responsibilities

• Develop training programs and materials for the Retail Distribution Team.
• Oversee training module creation and organization.
• Track and report on key training initiatives.

Skills

Organizational Skills

Communication Skills

Interpersonal Skills

Customer Focus

Education

University Degree or equivalent

Tools

MS Office

Learning Management System (LMS)

Adobe InDesign

Salesforce

SharePoint

OneDrive

Job description

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 : 12 MONTH CONTRACT

The Distribution Training Consultant reports into the Senior Sales Development and Training Consultant and will be responsible planning execution and administrative support for all training related initiatives. The Distribution Training Consultant will also be the primary architect of the online learning platform for the Distribution team and ensure effective training materials creation across the team.

What will you do :

Assist in developing training programs for the Retail Distribution Team.

Create and assemble training material for all wealth onboarding programs as well as playing a key role in the follow up / sustainment of the relevant learning components

Overseeing module creation and organization

Design and organize all training materials for development programs : Pitch books wholesaler development program Regional Team Meeting / National Sales Meetings Coaching Salesforce

Plan all training events and workshops

Track and report to the training and sales leadership teams for all key training initiatives such as development programs prospecting sales foundations etc.

Work with the Distribution Leadership team to ensure all required tasks are being completed and implemented

Primary architect for Learning Management System (LMS) responsible for :

Creating customizing and organizing a user experience

Overseeing access and reporting

Creating updating and assigning courses drills and assessments

Ongoing cleanup of the platform

Overseeing the accuracy of scores and the reporting of assessments

Integration with other content management systems (i.e. Seismic)

Curation of content aligning with Training curriculum

Onboarding :

Overseeing the maintenance of onboarding decks

New hire tracking and ensuring access to training materials.

Basic onboarding training

Responsible for housing all training materials across various platforms such as within the LMS SharePoint OneDrive etc.

Creating editing and reviewing training videos and best practices from workshops assessments other submissions

Serve as a liaison between the training team and various business partners within Sun Life Financial and Sun Life Global Investments during the organization of training initiatives

Build and maintain relationships with the Retail Distribution Leadership Team to ensure continuous training support needs are being met and assisting in the build and refinement of their training priorities

Responsible for the training initiatives calendar and maintenance

The go to person for all training questions and directing to proper resources for assistance.

What do you need to succeed :

University Degree or equivalent

4 years of training experience preferably within the mutual fund industry

Advanced knowledge of MS Office (i.e. Excel Word & Outlook)

Experience with online Learning Management System (LMS) (i.e. Allego Seismic Learning etc.)

Completion of IFIC and / or CSC

Knowledge of Mutual Fund industry

Previous experience in Sales and training

Experience working in a team environment

Preferred skills :

Customer and results focused : ability to work with various stakeholders to understand and act based on their needs assess risks and achieve a valued result

Excellent organization communication and interpersonal skills

Ability to prioritize organize and manage competing demands

Assets :

Graphic Design experience

Experience with Adobe InDesign SharePoint OneDrive Salesforce

Completion of IFIC and / or CSC

Whats in it for you

The opportunity to move along a variety of career paths with amazing networking potential

Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

Were honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada

We are thrilled to be recognized by Excellence Canada with their toplevel certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee wellbeing fostering a positive work culture and achieving excellence in mental health

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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 email 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 : 58000 / / 97 000

Job Category :

Training & Development

Posting End Date : 14 / 05 / 2025

Required Experience :

Contract

Key Skills

IT Network,Corporate Sales,Data Networking,Bank Reconciliation,Information Technology Sales,AC Maintenance

Employment Type : Full-Time

Experience : years

Vacancy : 1