Location: Montreal
Job Description
:Role Summary
Reporting to the SVP, Distribution & Channel Management 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) ensuring that we have strong individuals appointed in these roles who can make the most of each client opportunity and increase shareholder value.
The AVP will be accountable for planning and implementing strategies to grow the SLFD salesforce in alignment with D&CM business strategies and objectives.
What will you do?
Accountable for the development and execution of SLFDSales 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.
Partner with Advisor Business Organizations (ABOS) and Dealer(s) partners to implement and monitor onboarding and transition processes for experienced advisor recruits with block acquisitions.
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.
Scope includes all elements of recruiting and selection:
- Sourcing / pipeline management / lead & referral generation
- Assessment tools including screening and interviewing
- End-to-end recruitment and selection process engineering
- Advertising, events, campus programs
- Data analytics, metrics
Collaborate and partner closely with Regional leaders to gather feedback, identify strengths and opportunities to improve the recruitment process and candidate experience.
Participate and collaborate with members of Salesforce Advisory Council and the Management Committee to develop and refine new recruitment programs & initiatives to achieve current & future sales power objectives
Lead and develop a diverse team of Directors who manage recruiting operations and marketing support teams as well as a team of recruitment consultants. Ensure consistent performance and people management practices – performance management, staff development, coaching and mentoring.
Partnership
SLFD Leadership team
Regional & District leadership teams
Digital Business & Technology Solutions team
Centres of Excellence
What do you need to succeed?
Requires Financial services industry experience and in-depth understanding of the advisory career
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
As this position is posted in several locations, we specify that 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…
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