Financial Centre Resources Team Lead

You are as unique as your journey, your experience, and your perspective. Here, you will be encouraged, enabled, and challenged to be at your best. You will 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, you will have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do.

At Sun Life, we are guided by our Purpose: to help our Clients achieve lifelong financial security and live healthier lives. Our values shape how we work: kindness, authenticity, boldness, inspiration, and impact.

When you join Sun Life, you work with passionate colleagues and enabling leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in the lives of our Clients.

Discover how you can make a difference in the lives of people, families, and communities around the world.

The Financial Centre Resources Team Lead ensures leadership and management of a team of high-calibre Financial Centre Managers and ensures their development. The objective is to enable advisors, advisor staff, and directors to obtain the training they need. The Team Lead must determine the needs and provide the required training on the requirements, tools, technology, and administrative processes of Sun Life. The Team Lead works in collaboration with District Directors to ensure they adopt the required technologies, working with the Digital Projects Office, Distribution. The Team Lead must ensure the operational efficiency of district financial centre locations, including the efficiency of processes related to facilities, technology, financial centre administration, advisor offices, and client management, in accordance with national policies.

Responsibilities

• Responsible for the operations of financial centres
• Lead the Financial Centre Resources Management team
• Regularly meet with each administrative staff member to ensure their goals align with the Company's and financial centre's needs, as well as their job requirements
• Assess the learning needs of advisors and recommend training that meets those needs
• Provide initial and ongoing training to advisors, establish training schedules, and plan for the presence of trainers
• Ensure the adoption of technologies, working with the Digital Projects Office, Distribution, and the leadership team
• Provide group or individual training related to various sales support systems, including technology, products, and procedures
• Provide immediate troubleshooting services to resolve computer-related issues
• Provide timely information on products and procedures related to insurance
• Provide training on topics related to compliance and professional conduct as needed
• Propose ideas for continuous improvement and support financial centre activities
• Manage facilities (premises and equipment)
• Supervise administrative processes and ensure they comply with national policies and enhance efficiency across various financial centre locations

Skills for Success

• Strong talent for customer relations and client-focused approach
• Strong presentation and facilitation skills and demonstrated ability to learn and create an environment that motivates others to learn
• Strong coaching, performance management, and persuasion skills
• Ability to accomplish multiple tasks simultaneously, set priorities, and work in a demanding, fast-paced, and constantly evolving environment
• Strong persuasion and communication skills (written and verbal)
• Ability to work in a matrix environment
• Commitment to personal and professional development
• Excellent computer skills (Windows, Microsoft Office, Salesforce)
• Ability to work autonomously and with all members of the financial centre team
• High school diploma and 3 to 6 years of experience, or equivalent combination of education and experience – University or college diploma preferred
• Experience in coaching, leadership, financial services, and relationship management, and ability to influence team members
• Bilingualism (French, English, both oral and written) required due to frequent interactions with internal colleagues or partners who are bilingual or multilingual at the Canadian or global level
• Specific Requirement:

The Financial Centre Resources Team Lead's travel is dependent on the distance from other financial centres. It is expected that he/she will need to travel to other Sun Life offices for training sessions or regional or national meetings.

Why join us, under the sun?

• Diverse career paths and formidable networking opportunities
• A customizable group insurance program starting on your first day of work to meet your needs and those of your family
• We are committed to creating an inclusive and respectful workplace. Our goal? To ensure that everyone has the chance to reach their full potential
• We are proud to have been recognized as one of the best workplaces in Ontario in 2025 according to Great Place to Work® Canada

We are pleased to have received the Order of Excellence in the category of Workplace Mental Health®, the highest level of certification awarded by Excellence Canada for prioritizing employee well-being, promoting a positive work culture, and excellence in mental health

• LI-MS

The base salary range applies to the primary location for which the job is posted. It may vary depending on the candidate's workplace location or other factors. In addition to the base salary, eligible Sun Life employees participate in various incentive programs whose payment is discretionary and subject to individual and company performance. Some sales-focused roles include sales incentive programs 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 varied perspectives and creative ideas benefits our Clients, the communities where we operate, and us all as colleagues. We welcome applications from qualified candidates from all walks of life.

People with disabilities who require accommodations in the application process or those who require job offers in a different format can send a request by email to ... .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work both in the office and virtually, depending on the needs of the company, our Clients, and you.

We can use artificial intelligence to support candidate search, filtering, and interview scheduling.

We thank all candidates for their interest in this position. Only candidates selected for an interview will be contacted.

Salary Range: 58,000/58 000 – 93,000/93 000

Job Category: Sales – Distribution Support

Job Posting End Date: 09/08/2026