The Director of Dealer Operations at Sun Life is responsible for leading back-office teams and training initiatives to enhance service delivery and operational efficiency within the investment industry. The role requires a strategic leader with extensive experience in financial advisory practices and a strong ability to foster relationships across various organizational levels
Job Summary
Lead back-office administrative teams and a training team supporting Dealer employees, financial advisors, and field leaders.
Build strong relationships with over 2,000 Advisors and Field Leaders across Canada, influencing change and driving operational improvements.
Contribute to overall strategy setting as part of the SLFISI Leadership Team, leveraging data to enhance advisor practice efficiency.
Matching Summary
Match Score: 85
The Director of Dealer Operations at Sun Life is responsible for leading back-office teams and training initiatives to enhance service delivery and operational efficiency within the investment industry. The role requires a strategic leader with extensive experience in financial advisory practices and a strong ability to foster relationships across various organizational levels.
Salary
Base: 110,000 - 180,000; Bonus/Equity: Discretionary based on performance; Benefits: Not specified
Skills & Requirements
Must-have
Dealer Operations leadership
Back-office team management
Training program design and delivery
Advisor and Field Leader relationship building
Data-driven decision making
Nice-to-have
Continuous improvement mindset
Collaborative leadership style
Employee well-being focus
Dynamic colleague interaction
Key Requirements
Ten or more years of experience in the investment industry in Canada
Experience with financial advisory practices
Expert ability to create and maintain strong working relationships
Bilingualism (French, English) required for Quebec