Senior Consultant, Dealer Strategic Initiatives
Sun Life du Canada
Waterloo, Ontario
4d ago

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 :

Reporting to the Director, Dealer Strategic Initiatives, the incumbent will play a key role in enabling and supporting the Dealer in meeting strategic and business objectives.

They will do this by supporting key business functions that span the breadth of the Dealer Organization to ensure consistency and alignment of priorities and support functional leaders in achieving desired business outcomes.

These functions include (i) finance and expense management, (ii) Dealer operating model, (iii) key initiative planning and tracking to objectives (iv) brighter way initiatives and (v) relationship management with partners across the matrixed Distribution and supporting organizations.

The incumbent is responsible for ensuring people, systems, processes, best practices, contractual and business rules work in unison to deliver exceptional service and minimize costs for stakeholders.

What will you do?

  • Define and deliver innovative, effective, and efficient solutions to enhance the Dealer service offering, ensuring advisors and customers find it easy to do business with us
  • This creative, innovative, strategic thinker will lead and drive dealer projects and initiatives, ensuring that we continue to align with the Sun Life Financial Distribution strategic objective of driving sales and the dealer’s vision of being an industry leading market based distribution firm in Canada
  • Support the Director in ensuring leaders and business partners are aligned on understanding the strategy impacting our business, key messages / philosophies, general principles and business processes of the area while ensuring there is a consistent application with respect to the management of the area.
  • Act as the business lead of approved dealer initiatives (regulatory, transformational, strategic and baseline)
  • Accountable for the creation and executive approval of business cases for proposed Dealer Initiatives
  • Accountable for the definition of scope and business needs and establishing weekly status updates
  • Ensure defined scope meets the needs and requirements of all stakeholders (our Clients, operations units, advisors, distribution, regulators, compliance, legal, marketing, etc.)
  • Provide initial high level business requirements and provide input to and approve detailed business requirements, test documents, application risk assessments, and implementation plans, for system enhancements and other business projects
  • Participate in defining and planning change management tactics; provide sign off on change management plans in order to drive adoption of new tools, technology and processes.
  • Work with qualified business resources, such as Individual Marketing Communications and Wealth Business Development, to develop marketing and communication materials
  • Where a Project Manager, Business Analyst are not assigned, the Business Lead will act in this capacity ensuring the project / initiative is executed as expected
  • Partner with representatives from Sun Life Financial Distribution, wealth business areas, finance, legal, compliance, distribution channels, on a daily basis to share project updates, gain buy in on solutions and solve problems
  • Partner with dealer enablement, dealer operations, compliance and other areas to develop and present recommendations associated with the resolution of production issues, defects, regulatory obligations or strategic direction.
  • Lead investigative / analytical projects while partnering with key stakeholders within the dealer
  • Participate in the impact assessment and prioritization of business maintenance initiatives
  • What do you need to succeed?

  • 5+ years of progressive experience in the wealth industry, in an operations, enablement or management capacity is required
  • Demonstrated managerial courage - ability to challenge the status quo and champion new ideas
  • Excellent analytical, problem resolution and consensus-building skills
  • Experience in process mapping as well as identification and assessment of process risks and supporting controls
  • Proactive and highly motivated individual who will take initiative and is able to manage unstructured activities
  • Special requirements

  • Occasional weekend and after-hours work required, aligned to release schedules
  • What’s in it for you?

  • 20 vacation days per year
  • The opportunity to move along a variety of career paths with amazing networking potential
  • 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
  • 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 .

    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.

    Salary Range :

    67,400 / 67 400 - 110,100 / 110 100

    Job Category :

    Sales - Distribution Support

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