Manager, Financial Planning Tools and Training

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll 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'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life, we work together, share common values, and encourage growth and achievement. We offer a variety of career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine. Retail Advice and Solutions (RA&S) is a division of Sun Life Canada. At Sun Life Canada we are a top provider of life, health and wealth products in the Canadian marketplace.

We are in search of a dynamic individual to fill the role of Manager, Financial Planning Tools & Training, reporting into the Director, Strategy and Operations that will drive financial planning adoption and usage. This key position will manage team priorities carefully to support the digital financial planning tool experience and functionality that are core to advisors' capabilities and client conversations. You are a leader who constantly strives to usage and adoption of financial planning by being client obsessed to ensure the best possible experience. The ideal candidate will possess a strong background in strategy, financial services operations, coupled with a proven ability to drive process improvements and scale operations effectively. Exceptional leadership skills, problem solving skills, and a results-oriented mindset are essential, as you will play a pivotal role in shaping the usage of digital financial planning tools for advisors and actively participating in the Financial Planning Centre of Excellence for Retail Advice and Solutions (RA&S).

What will you do:

• Responsibilities will include overseeing day-to-day operations and implementing best practices to ensure seamless delivery of financial planning services to advisors and clients.

• Provide oversight and operational support for financial planning support help desk.

• Coordinate with internal delivery teams on digital aspects of our financial planning tools and roadmaps.

• Work closely with the One Plan vendor (Conquest) to recommend enhancements and to resolve defects and issues.

• Support change management and communications for internal stakeholders related to release feature deployments.

• Support the development and maintenance of appropriate training content required to grow and develop advisors and field managers planning capabilities.

• Related to our planning platform offering, align with Sun Life product owner and Journey teams providing subject matter expertise, and assist with the delivery of prioritized roadmap features, based on users (SLFD / EFPS) business needs and enhancement requests.

• Act as a stakeholder to technical and design teams in SLFD planning tools client output.

What do you need to succeed:

• 7+ years in a financial planning related role.

• CFP, CLU, or QAFP planning designation equivalent.

• 5-10 years experience working with digital products or in an operations role, preferably in the financial services industry.

• Strong knowledge of investment/wealth management with a focus on estate and financial planning.

• Previous leadership experience and demonstrated ability to provide strong people management.

• Excellent verbal and written communication skills.

• Strong relationship management skills.

• Ability to prioritize and align work with changing demands and demonstrate resourcefulness and perseverance in solving problems and removing roadblocks.

• Highly collaborative and ability to work in a fast-paced and dynamic environment professionally and positively.

If you are a forward-thinking professional with a passion for financial planning, operational excellence, and a desire to drive growth, we invite you to join us on this exciting journey!

Why join Sun Life:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together, sharing common values and encouraging growth & achievement

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans 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 wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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