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Financial Centre Resource Team Lead

Sun Life Financial

This is a Full-time position in Toronto, ON posted August 3, 2017.

Role Summary:
The Financial Centre Resource Team Leader (FCRTL) provides the necessary leadership for all FC Staff. Their goal is to model and support the necessary administrative resources to enable the FC to meet their sales targets. This role will help to equip advisors to be self-sufficient in the use of technology to make sales, service their blocks of business, and operate their business efficiently.
The FCRTL, in consultation with the Financial Centre Manager, recommends the training schedule and training topics and decides on the location and format of the training they deliver.
Main Accountabilities: (leadership, operational excellence, general training support and technology support)

  • Responsible for running the operations of the FC
  • 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
  • Coordinates the FC training program in concert with the sales management team, 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
  • Manages technology upgrades and DVD rollouts
  • Delivers training on compliance and market conduct topics as required


  • Strong leadership and people skills
  • Strong PC skills (Windows 7, Excel, Lotus notes, Salesforce)
  • Strong communication skills
  • Strong relationship and team building skills
  • Ability to multitask and work in a fast paced and constantly changing environment
  • Ability to transfer knowledge
  • Strong presentation and facilitation skills
  • Demonstrate ability to learn and to create an atmosphere to motivate others to learn

Unique requirements:

  • The location of non-occupant advisors determines the extent of the Financial Centre Resource Team Lead’s travel. 10% travel is expected to regional/ national training sessions or meetings


We thank all applicants for showing an interest in this position. Onlythose selected for an interview will be contacted.