Financial Support Consultant

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 Manager, Financial Planning Tools and Training, this role provides business technical support in the development, implementation, maintenance, and effectiveness of the holistic needs analysis/ planning sales tools. The primary focus of the incumbent in this role will be to work closely with Estate & Financial Planning Services (EFPS) and Financial Planning Consultants in supporting the business/ technical platform, to assist advisors in developing their technical skills and knowledge. The incumbent will also assist the Sun Life SLFD advisor to build basic holistic needs analysis in One Plan (Conquest) based on the Needs Based Selling Practice.

What will you do?

• Replying to email requests for assistance delivered to the shared inbox within the 24 hours service level agreement

• Manage and maintain files in shared inbox, Salesforce, OneNote and SharePoint sites relating to requests received specific to Conquest support

• Configure business elements of Conquest following all established protocols. For example: coordinate manual provisioning for Production, Training and UAT environments, and track for audit purposes

• Track defect and enhancement requests to assist and align to the Conquest Product Owner for monthly releases

• As the support consultant, you play a key role in the testing for business, including testing defect fixes

• Liaise directly with Conquest Planning support team as needed to obtain business and technical related support

• Escalates technical issues regarding access issues to Conquest, to correct business units for solution. For example, Salesforce integration, WalkMe support and ServiceNow requests

• Provide basic technical/needs analysis training support for Sun Life SLFD advisors, field managers/staff, EFPS and head office business partners, as required via Training and/or Production environment for Conquest

• Liaise with Manager of Financial Planning Tools and Training to monitor and evaluate issues/gaps that create potential training and/or marketing opportunities for the SLFD field managers and advisors

What do you need to succeed?

• Post-secondary education and 5 years experience working with technology/software (contact management systems, needs analysis, financial planning) and current advisor tools

• Solid knowledge of the fundamentals of the Sun Life business (e.g. life, health and wealth products)

• Collaborates effectively with team members and other business units

• Focuses on the customer: Builds relationships with customers by understanding and responding to their needs

• Communicates confidently: Shares relevant information in a direct, compelling, and transparent fashion

• Generates innovative solutions: Thinks creatively to positively impact the business

• Above average technology literacy

• Above average understanding of advisor business practices

• Experience in requirements and process analysis - i.e. in understanding the needs and requirements of the end user

• Ability to articulate business needs and requirements clearly and effectively

• Ability to focus on details while maintaining a big picture perspective of the project and business goals

• Excellent communication skills

• Excellent organizational skills

• Strong team player with an ability to work well under pressure

• Agile and flexible; able to think and act quickly on their feet

• Time management skill

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

• Prior experience working with sales tools and financial planning software (Conquest)

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

• LI-MS

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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