Senior Client Education Manager designing personalized client education for Benevity’s corporate social responsibility software. Leading enablement strategy, content innovation, training delivery, and program measurement.
About the role
- Sun Life District Manager leading advisor recruitment, coaching, sales growth, compliance, and Financial Centre operations. Supporting Canadian clients and advisors across Quebec districts.
Responsibilities
- Lead the growth and productivity of the District
- Recruit top talent and source new and experienced advisor candidates
- Coach and develop advisors and the District Leadership team
- Generate business results and improve the overall Client experience
- Report to the Regional Vice President and collaborate with the regional team
- Develop and execute District recruiting and sales power growth plans
- Maintain contact with referral sources, advisors, centres of influence, and community partners
- Participate in recruiting events such as career fairs with Recruiting Consultant, BDC, and BDP partners
- Oversee hiring, training, staffing levels, performance management, and development of BDCs and BDPs in partnership with HR
- Develop and execute annual holistic Wealth and Insurance business plans and cascade targets to the District
- Monitor business targets and adjust activities as required
- Identify growth opportunities and implement tactics to grow revenue and the Client base
- Lead adoption of new business process changes
- Support BDCs and BDPs in advisor coaching
- Develop annual advisor training schedules
- Direct advisors and district staff to Head Office partners and resources
- Ensure training, product suitability, administrative, regulatory, and Sun Life compliance requirements are followed
- Oversee day-to-day operations and management of assigned Financial Centres
- Manage expenses and operational effectiveness and drive continuous improvement
- Foster positive advisor relationships through events, recognition, and meeting participation
Requirements
- University degree with minimum of 5 years of progressively responsible experience, people leadership, or an equivalent combination of education and experience
- Must hold a valid life insurance agent's license in the provinces in the District’s location
- Must hold a valid mutual fund license
- Must have completed the Branch Manager's Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission
- Must be in good standing with applicable regulators
- Business acumen and deep insurance and wealth product knowledge
- Understanding of the market, competition, and financial services industry
- Strong sales and business development skills
- Expert knowledge of regulatory, oversight, and compliance requirements
- Problem-solving, analytical, decision-making, consensus-building, coaching, and performance management skills
- Excellent presentation, written, and oral communication skills, including influencing and negotiating
- Previous experience leading people through large-scale change in a matrix environment
- Business planning and target-setting skills
- Proven success leading, influencing, and implementing business strategies in financial services
- Ability to manage a successful performance management process in a sales culture
- Ongoing personal and professional development
- A professional financial services designation is an asset
- Additional industry training is an asset
- Previous advisor-role experience is an asset
- Previous people leadership experience is an asset
Benefits
- Work within a high-performance culture and be recognized for your achievements
- Supportive, collaborative working environment
- Opportunity to launch a rewarding career with a talented and diverse workforce
- Health, wellness, and work/life balance programs
- Continuous improvement culture
- Attractive compensation package
- Hybrid work flexibility from the office and virtually
- Incentive plans and bonus plan eligibility, subject to individual and company performance
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