Job Title: Resource Team Leader (RTL)

Location: Victoria (in office position).

Needs to have a valid driver’s licence - travel is expected to other offices, regional/national training sessions or meetings as required.

Main Accountabilities

- Responsible for running the operations of FC locations.
- Leads the FC resource administration team.
- Completes regular one‑on‑one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job.
- Assesses advisor learning needs and recommends training required to meet those needs.
- Enables technology adoption, working in partnership with the Distribution Digital Office and Management team.
- Coordinates the FC training program based on the needs of the FC.
- Delivers initial and ongoing advisor training, prepares training schedules, arranges for presenters.
- Provides training on various sales support systems – topics of technology, product and procedures, through group training or one‑on‑one sessions.
- Provides just‑in‑time PC troubleshooting to resolve technology problems.
- Provides just‑in‑time information on insurance products/procedures.
- Delivers training on compliance and market conduct topics as required.
- Facilities management (premises & equipment).
- Oversees administrative processes, operating within national policies, driving efficiency and effectiveness across locations.

Competencies

- Strong client relationship skills and a client‑centric mindset.
- Ability to multitask,



prioritize and work in a fast‑paced, demanding and constantly changing environment.
- Sound coaching, performance management and influencing skills.
- Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn.
- Strong influencing and communication skills (written and oral).
- Ability to work in a matrix environment.
- Committed to ongoing personal and professional development.
- Excellent PC skills (Windows operating system, Microsoft Office, Salesforce).
- Ability to work independently and with all members of the FC team.

Qualifications

- University degree with 3‑6 years of experience or an equivalent combination of education and experience – degree or college diploma preferred.
- Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship management.
- Bilingual as required.

Benefits

- 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 workplace.
- Being part of our journey in developing the next greatest digital experience.
- Working together, sharing common values and encouraging growth & achievement.

Salary Range: 60,000 – 97,000.

Diversity and Inclusion: We welcome applications from qualified individuals from all backgrounds.

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📌 Resource Team Leader (Victoria)
🏢 Sun Life
📍 Victoria