Financial Centre Operations & Training Lead

Sun Life; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Canada is seeking a Resource Team Leader to oversee Financial Centre operations and deliver essential training to Advisors and their staff. The ideal candidate has strong client relationship skills, multitasking capabilities, and a commitment to professional development. This role requires collaboration with various teams and offers a supportive work culture focused on achieving financial security for clients.

Benefits

Collaborative and inclusive culture

Joining a reputable organization

Qualifications

• Strong client relationship skills and a client centric mindset.
• Ability to multitask and work in a fast-paced environment.
• Committed to ongoing personal and professional development.

Responsibilities

• Responsible for running the operations of the Financial Centre locations.
• Leads the resource administration team.
• Delivers training on compliance and market conduct topics.

Skills

Client relationship skills

Multitasking

Coaching and influencing skills

Presentation skills

Communication skills

PC Skills

Education

University degree or equivalent experience

Tools

Microsoft Office

Salesforce

Job description

A leading financial services firm in Canada is seeking a Resource Team Leader to oversee Financial Centre operations and deliver essential training to Advisors and their staff. The ideal candidate has strong client relationship skills, multitasking capabilities, and a commitment to professional development. This role requires collaboration with various teams and offers a supportive work culture focused on achieving financial security for clients.