Change Management Consultant providing change management support across Canadian Operations at Sun Life. Developing integrated change strategies and executing change plans for various initiatives.
About the role
- Advisor Experience Consultant enhancing advisor experience for Wealth Wholesale teams. Collaborating with cross-functional teams and developing materials for better advisor engagement.
Responsibilities
- Collaborate with cross-functional teams to identify advisor-facing impacts from enhancements or changes to advisor experience
- Responsible for investigation of advisor experience changes and updates through process or technology
- Develop and maintain learning and informational materials for Wholesale teams relating to the advisor experience
- Develop and deliver facilitated sessions to the Wholesale teams
- Help foster understanding of the advisor experience within the Wholesale teams
- Maintain appropriate team documentation, including procedural guides and job aids
- Represent the Wealth Distribution team in projects and initiatives
- Have the ability to create and interpret KPI’s with a focus on meaningful data that will influence the path forward
Requirements
- Strong Leadership skills
- A sales-focused mindset
- Creative problem solver
- Capability to think critically in complex environments
- Creative thinking outside the box to solution ideas to express the advisor experience clearly
- Prior experience working with mutual and segregated funds, and investment products is an asset
- Highly organized and detail oriented
- Proficiency in Microsoft Office suite, graphic design, and/or instructional design a strong asset
- Relevant post-secondary Degree/Diploma or equivalent experience
- Bilingual (French/English) is considered a strong asset
- Ability to communicate effectively with leaders and advisors
- Proven ability to learn and handle multiple priorities in a challenging work environment
- Proven interpersonal / teamwork skills on high performing teams
Benefits
- Health insurance
- Professional development opportunities
- Flexible working hours
- Paid time off
Job title
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