AVP, Advisor and Retention Strategy

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.

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

Job Description:

Reporting to the SVP, Distribution & Channel Management within Sun Life’s Retail Advice & Solutions business, the AVP, Advisor Recruitment 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.

• 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.

• 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 support and increase recruitment of experienced advisors.

• Identify and implement analytics and key metrics to monitor progress of initiatives and overall program effectiveness.

• 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.

• SLFD Leadership team

• Regional & District leadership teams

• Digital Business & Technology Solutions team

• Centres of Excellence

• 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…