Sun Life

AVP, Advisor Growth and Retention Strategy

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$140,000 - CA$225,000 per year

Job Level

Lead

About the role

  • Reporting to the SVP, Distribution & Channel Management (D&CM) within Sun Life’s Retail Advice & Solutions business, the AVP, Advisor Growth and Retention Strategy will be accountable for the end-to-end advisor and associate advisor recruitment strategy for Sun Life Financial Distribution (SLFD)
  • Accountable for the development and execution of SLFD Sales Power (advisor recruitment and retention) Strategy, develop and implement various recruitment initiatives and corresponding tactics to attract and appoint new-to-industry and experienced advisors and associate advisors from key demographics to Sun Life
  • Working with key business stakeholders, develop appropriate assessment processes and platforms to attract, qualify, select, and onboard quality Advisors and associate advisors ensuring a high-quality candidate experience
  • Partner with CoEs, Executive and Distribution leadership teams to forecast Sales Power needs and develop appropriate strategies, programs and plans to address current and future needs.
  • Provide market intelligence on current issues and emerging market/recruiting trends and understand the implications for current and future talent required to achieve business objectives.
  • Understand the competitive landscape to understand how to support and increase recruitment of experienced advisors.
  • Identify and implement analytics and key metrics to monitor progress of initiatives and overall program effectiveness.

Requirements

  • Requires Financial services industry experience and in-depth understanding of the advisory career
  • Experience in Life and Health distribution with a focus on mass market / mass affluent recruiting
  • Excellent communication skills including public speaking, 1:1 communications, and ability to influence and negotiate
  • Ability to address issues strategically and execute operationally
  • Ability to influence and interact with all levels of the organization
  • Strong business acumen, and high level of emotional intelligence
  • Strong flexibility to adapt to business needs in a fast-paced and constantly changing environment
  • Excellent analytical and creative problem-solving skills with an ability to continually improve job processes and procedures
  • Proven leadership and interpersonal skills, ability to lead people through change
  • Requires strong verbal and written communication skills with strong interpersonal and relationship building skills
  • Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Benefits
  • Competitive salary and bonus structure influenced by market range data
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.
  • A friendly, collaborative and inclusive culture
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
excellent communication skillspublic speakinginfluencenegotiationstrategic thinkingoperational executionbusiness acumenemotional intelligenceanalytical skillsproblem-solving