Resource Team Leader

Sun Life Assurance Company of Canada; Kelowna; Hybrid; CAD 58,000 - 97,000; Full time

Job summary

A leading insurance provider in Canada seeks a Resource Team Leader to manage operations and training for Financial Centre Administrators. The role demands strong client relationship skills, multitasking abilities, and leadership capabilities. Candidates should have a degree and relevant experience in financial services. This position offers a hybrid work model and an opportunity to make a significant impact in the organization.

Benefits

Collaborative and inclusive culture

Flexible work options

Participate in incentive plans

Qualifications

• Strong client relationship skills and a client centric mindset.
• Ability to multitask, prioritize, and work in a fast-paced environment.
• Excellent PC skills (Windows, Microsoft Office, Salesforce).

Responsibilities

• Responsible for running the operations of the FC locations.
• Leads the FC resource administration team.
• Coordinates the FC training program based on the needs.

Skills

Client relationship skills

Multitasking

Coaching skills

Presentation skills

Communication skills

PC skills

Education

University degree or college diploma

Tools

Microsoft Office

Salesforce

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

The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTLs 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 Leads travel. Travel is expected to other offices regional / national training sessions or meetings as required.

Whats 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.

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 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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several 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 / 58 000 - 97000 / 97 000

Job Category :

Sales - Distribution Support

Posting End Date :

19 / 09 / 2025

Key Skills

Hyperion,Acquisition,Asset,ABAP,Basic,Activex

Employment Type :

Full-Time

Experience :

years

Vacancy :

1