Director leading RPA and intelligent automation architecture at Sun Life, a financial services company. Defining enterprise platforms, governance, roadmaps, and AI - enabled business process automation.
About the role
- Advisor responsible for coordinating partner networks within Integration and IT Support at Desjardins. Involves implementing incentive programs and improving onboarding processes in Canada.
Responsibilities
- Coordinate all activities across various sectors to ensure the successful transition of new representatives to the independent networks SFL, DFSIN, and DFSI
- Contribute to the continuous improvement of advisor onboarding and offboarding processes
- Identify issues, challenges, needs, and problems within your field of expertise in order to define targeted outcomes
- Ensure the development of objectives, solutions, and action plans, and participate in their implementation
- Act as an advisor and provide support to organizational units and various stakeholders related to your area of expertise.
Requirements
- Bachelor's degree in a related field
- A minimum of five years of relevant experience
- Bilingual English and French due to the nature of the duties or work tools or because the position involves interactions with bilingual-speaking partners, members and/or clients
- Strong knowledge of partner networks (SFL, DFSIN, DFSI)
- Knowledge of the technological environment of partner networks
- Knowledge of standards, laws, and procedures related to the integration of financial advisors in the insurance, investment, and securities sectors
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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