Job Description
Job Description
The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high‑performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Managers and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations including premises, technology, administration, advisor office management, and client management processes.
Responsibilities
- Run the operations of the FC locations.
- Lead the FC resource administration team.
- Conduct regular one‑on‑one reviews with each team member to ensure goals and objectives reflect company, FC, and job needs.
- Assess advisor learning needs and recommend req...