Resource Team Leader - Sun Life, Edmonton

About this opportunity

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

As a Resource Team Leader, you will provide essential leadership and development for a team of high-performing Financial Centre Administrators. Your primary goal is to empower Advisors, their staff, and managers by identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training. This is done in partnership with District Managers and aligned with Head Office Professional Development programs.

Beyond training and development, this role is also accountable for the overall operational effectiveness of Financial Centre locations. This includes managing premises, technology, general administrations, advisor office management, and client management processes, ensuring smooth daily operations within our Sun Life offices.

Your impact

Your contributions as a Resource Team Leader will directly enhance the efficiency and capabilities of our Financial Centres, making a tangible impact on advisor success and client satisfaction. You will be instrumental in driving key initiatives across various operational areas, ensuring our teams have the training and technology they need to excel in their sales and service efforts.

• Responsible for running the operations of the Financial Centre (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.
• Assesses advisor learning needs and recommends training required to meet those needs.
• Enables 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 ongoing advisor training, prepares training schedules, and 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 troubleshooting to resolve technology problems.
• Provides just-in-time information on insurance products and procedures.
• Delivers training on compliance and market conduct topics as required.
• Facilities management (premises & equipment).
• Oversees administrative processes, operating within national policies driving efficiency and effectiveness across locations.

What you'll bring

To excel in this Resource Team Leader role, you will bring a blend of leadership, technical proficiency, and strong interpersonal skills. Your experience will be key in fostering a collaborative and high-performing environment within our Sun Life offices, ensuring our teams have the support and development they need.

• 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 management, 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) to manage technology effectively.
• Ability to work independently and with all members of the FC Team.
• 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.
• Bilingualism as required.