Specialist, Continuing Education

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 Continuing Education this role is responsible for handling the day-to-day operations of the Continuing Education accreditation and certification process for training activities provided to both Sun Life Financial Distribution (SLFD) and the Independent Insurance Distribution (IID) channels for the various provincial legislations and other regulatory organizations.

What will you do

• Review prepare and submit Continuing Education accreditation requests in compliance with the various provincial insurance councils and/or other external organizations

• Manage Continuing Education (CE) credits for advisors on the Learning Management System (create update and post accredited courses available along with CE credits allocation for each province)

• Generate certificates of attendance (revision of lists and import for the issuance of certificates of attendance to all attendees for every accredited course)

• Report accredited CE activities and participant attendance into the CIRO CE Reporting and Tracking System (CERTS)

• Administers team inbox by responding to emails keeping the inbox organized and up to date

• Provide advice and support for advisors in continuing education

• Perform monthly reports and metrics related to accreditation requests and certification

• Conduct monthly expense reconciliation for CE accreditation fees

• Provide administrative support including creation/maintenance of team process documentation.

What do you need to succeed

• College Diploma or equivalent

• 1 2 years of experience with MS office suite (Word Excel PowerPoint OneNote SharePoint Outlook) and SharePoint proficient with Excel (Pivot tables and V-look ups)

• Strong organizational skills

• Strong interpersonal skills to interact with internal and external partners

• High degree of personal ethics trust and relationship building capability

• Ability to coordinate multiple tasks and to perform to deadlines

• Strong communication skills

• Knowledge of Sun Lifes business processes an asset

• Ability to perform with minimum supervision

• Learning Management System experience an asset

Whats 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

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

• Were honoured to be recognized as a 2025 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

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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 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 .

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! Several 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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