Manager

• The Assistant Branch Manager (ABM) serves as a key figure in Sun Life’s face-to-face retail distribution channel
• Execute key branch manager oversight and supervision activities for FISI in a delegated capacity, including premise reviews, review, approval and monitoring of outside activities, query resolution, and supporting with new registrant supervision activities
• Support compliance training in the districts and ensure training completion by advisors
• Conduct regular business practice reviews with advisors in the districts to ensure ongoing adherence to Sun Life policies and regulatory expectations
• Act as the primary point of contact for advisors’ compliance inquiries and issues
• Lead regular and proactive check-ins and reporting to DMs to ensure that the DMs have visibility and awareness of the compliance health within their districts

Assistant Branch Manager

Demand Optimization Manager

Manager, Patient Support Program

Medical Manager

Channel Manager

Manager, Special Projects