Financial Training Jobs in Calgary, AB (NOW HIRING)

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL's goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Managers (DM) and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations which can include, premises, technology, administrations, advisor office managements and client management processes.

What will you do?

• Responsible for running the operations of the FC locations
• Leads the FC resource administration team
• Completes regular one on one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job
• Assess advisor learning needs and recommend training required to meet the needs
• Enable technology adoption, working in partnership with the Distribution Digital Office and Management team
• Coordinates the FC training program based on the needs of the FC
• Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
• Provides training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions.
• Provides just-in-time PC trouble shooting to resolve technology problems
• Provides just-in-time information on insurance products/procedures
• Delivers training on compliance and market conduct topics as required
• Facilities management (premises & equipment)
• Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations

What do you need to succeed?

• Strong client relationship skills and a client centric mindset
• Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment
• Sound coaching, performance managers and influencing skills
• Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn
• Strong influence and communication skills (written and oral)
• Ability to work in a matrix environment
• Committed to ongoing personal and professional development
• Excellent PC Skills (Windows Operating system, Microsoft Office, Salesforce)
• Ability to work independently and with all members of the FC Team
• Bilingual (English & Mandarin) an asset

What will be nice to have:

• University degree with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred
• Previous experience in the financial services and relationship management

Unique requirements:

The location of other Sun Life offices determines the extent of the Resource Team Lead's travel. Travel is expected to other offices, regional/ national training sessions or meetings as required.

What's in it for you?

• We're proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

60,000/60 000 - 97,000/97 000

Job Category:

Sales - Distribution Support

Posting End Date:

20/08/2026