Distribution Training Consultant

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:

12 MONTH CONTRACT

The Distribution Training Consultant reports into the Senior Sales Development and Training Consultant and will be responsible planning, execution, and administrative support for all training related initiatives. The Distribution Training Consultant will also be the primary architect of the online learning platform for the Distribution team and ensure effective training materials creation across the team.

What will you do:

• Assist in developing training programs for the Retail Distribution Team.

  • Create and assemble training material for all wealth onboarding programs, as well as playing a key role in the follow up/sustainment of the relevant learning components

  • Overseeing module creation and organization

  • Design and organize all training materials for development programs: Pitch books, wholesaler development program, Regional Team Meeting/National Sales Meetings, Coaching, Salesforce

  • Plan all training events and workshops

  • Track and report to the training and sales leadership teams for all key training initiatives such as development programs, prospecting, sales foundations, etc.

  • Work with the Distribution Leadership team to ensure all required tasks are being completed and implemented

• Primary architect for Learning Management System (LMS), responsible for:

  • Creating, customizing, and organizing a user experience

  • Overseeing access and reporting

  • Creating, updating, and assigning courses, drills, and assessments

  • Ongoing cleanup of the platform

  • Overseeing the accuracy of scores and the reporting of assessments

  • Integration with other content management systems (i.e. Seismic)

  • Curation of content aligning with Training curriculum

• Onboarding:

  • Overseeing the maintenance of onboarding decks

  • New hire tracking and ensuring access to training materials.

  • Basic onboarding training

• Responsible for housing all training materials across various platforms such as within the LMS, SharePoint, OneDrive, etc.

• Creating, editing, and reviewing training videos and best practices from workshops, assessments, other submissions

• Serve as a liaison between the training team and various business partners within Sun Life Financial and Sun Life Global Investments during the organization of training initiatives

• Build and maintain relationships with the Retail Distribution Leadership Team to ensure continuous training support needs are being met and assisting in the build and refinement of their training priorities

• Responsible for the training initiatives calendar and maintenance

• The go to person for all training questions and directing to proper resources for assistance.

What do you need to succeed:

• University Degree or equivalent

• 4 years of training experience, preferably within the mutual fund industry

• Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)

• Experience with online Learning Management System (LMS) (i.e. Allego, Seismic Learning, etc.)

• Completion of IFIC and/or CSC

• Knowledge of Mutual Fund industry

• Previous experience in Sales and training

• Experience working in a team environment

Preferred skills:

• Customer and results focused: ability to work with various stakeholders to understand and act based on their needs, assess risks, and achieve a valued result

• Excellent organization, communication, and interpersonal skills

• Ability to prioritize, organize and manage competing demands

Assets:

• Graphic Design experience

• Experience with Adobe InDesign, SharePoint, OneDrive, Salesforce

• Completion of IFIC and/or CSC

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-NB1

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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