Resource Team Leader

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

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

What will be nice to have :

• 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

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?

• 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 friendly, collaborative, and inclusive culture.
• Joining a reputable organization with over 150 years of history.