City : Waterloo

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

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:

Are you a team player who enjoys working in a fast paced, changing environment?  Are you focused on providing excellent client service to our sales force?  Are you independent and self-motivated?  Do you enjoy managing people?  If yes, consider joining the Distribution Compensation Services team.

This role is responsible for providing a complete range of payroll and benefit services for the Sun Life Financial Distribution advisors.

This position is accountable for:

• All payroll for SLFD advisors;

• Monitoring and investigating the collection of the advisor debt balances;

• Managing benefits plan for SLFD advisors; and

• Ensuring people, processes, best practices, and contractual and business rules work in unison to deliver exceptional service.

In this role, you will have up to 10 direct reports. You will work very closely with the other team leaders and managers within Distribution Compensation Services on delivering outstanding service to our advisors.

What will you do?

• Develop, coach and lead payroll and benefits team with commissions and bonuses for advisors as required;

• Respond to payroll related inquiries from advisors, as well as other individuals and teams within head office, including external business partners;

• Reviewing service standard and workflow management reports, initiating process improvements where necessary;

• Supporting team with tax deductions for the Sun Life Financial Distribution advisors and remittance of tax installments to CRA;

• Enhancing and following through on audits and controls for payroll processes; and guidance and decisions on complex and exception situations.

• Leverage technology to improve the team’s performance

• Develop and maintain effective working relationships with internal and external customers, distribution partners and colleagues

What you need to succeed? 

• Interest in managing a production-oriented teams

• Strong leadership skills, ability to create win/win solutions with business partners and facilitate cross-departmental teamwork that meets the needs of the business strategy

• Strong negotiation skills

• Proficient in managing service levels and SLA’s within an operation

• Strong and proficient knowledge of Excel and analytical and problem-solving skills

• Energetic, enthusiastic and have the ability to interact professionally with people at all levels of the company.

• A positive attitude with a commitment to high quality service

• Proficient organization and time-management skills, ability to establish priorities and multi-task

• Proficient conflict resolution skills

• An ability to build context by pushing beyond "how things are done" to understand "why"

• An ability to think outside of the box to come up with creative and new solutions

• Strong influencing skills that allow you to drive for change and execute ideas through to completion

Assets:

• Bilingual

• Knowledge of Sun Life individual and wealth administration systems

• Proficient knowledge of Sun Life’s retail products

• Knowledge of Group Benefits plans

• Sound knowledge of project management techniques, tools and methodologies is an asset

What’s in it for you?

• Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to 
  support your well-being

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• Wellness programs that support the three pillars of your health – mental, physical and financial

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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