Instructional Designer, Regulatory Programs

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 Director, Governance Practices and Transformation, Business Governance and Controls, the Instructional Designer, Regulatory Programs will play a critical role in driving larger scale changes to enable our advisors and field leaders meet regulatory requirements and expectations and to ensure that we maintain a strong risk and compliance culture while delivering on client and advisor centric experiences.

The Instructional Designer, Regulatory Programs will be responsible for creating engaging and effective learning experiences by analysing learning needs, designing curriculum, and developing educational materials and programs.  This role combines educational theory, technology, and creative design to facilitate knowledge transfer and skill development to support delivery of projects and programs on cross business Retail Advice & Solutions (RA&S) initiatives to support the development and maintenance of advisor business practices aligning with regulatory requirements as well as business priorities.

You will bring an innovative and creative mindset with strong organizational skills, the ability to prioritize workloads to meet deadlines, communicate effectively with colleagues and various levels of management, enjoy building new programs and processes with a background in wealth and/or insurance.

What will you do?

• Design and development - analyzing learning needs, learning objectives and outcomes, creating instructional materials including e-learning modules, presentations, job aids and assessments, design interactive and multimedia learning experiences
• Content creation – write clear, engaging instructional content, collaborate with subject matter experts (SMEs) to ensure content accuracy, create assessments, quizzes, case studies and evaluation tools, develop instructor guides and learner materials while ensuring content aligns with learning objectives and goals
• Technology Integration - utilize learning management systems (LMS) and authoring tools, incorporate multimedia elements (videos, animations, simulations), stay current with educational technology trends
• Project Management - manage multiple projects simultaneously with varying timelines, coordinate with stakeholders, SMEs, and development teams, ensure quality assurance and testing of learning materials
• Partner with training specialists and subject matter experts (SMEs) to develop advisor and manager training materials such as online courses, software simulations, job aids, facilitator or learner guides, audio scripts, interactive PDFs, PowerPoint presentations
• Collaborate with other areas within BG&C, RA&S and other partners to achieve strategic goals
• Apply your knowledge of adult learning principles and modern learning tools and techniques to design clear, concise, engaging, effective and interactive learning experiences for advisors and managers
• Work with a style guide and established process checklists to provide quality assurance support of various deliverables to ensure correctness and consistency in training and standards
• Import courses and materials into the Learning Management System and test form, function and usability
• Manage the process for obtaining approvals of training materials, communications, emails e.g. PRP, legal and compliance reviews
• Prepare and submit materials for translation
• Assist with training, support and guidance to other instructional designers as required

What do you need to succeed?

• Translate plan to execution and deliver against the execution plan with minimal supervision
• Exceptional communication skills, written and verbal
• Superior writing and editing skills
• Strong organizational skills and ability to manage multiple projects and tasks
• Flexibility/adaptability/creativity to meet deadlines and manage priorities in a fast-paced and changing environment
• Add value through consultation, feedback and problem-solving skills
• Attention to detail and quality focus
• Creativity and innovative thinking
• Collaborative working style
• Adaptability and continuous learning mindset - advances in technology and using it to enhance to the learner experience
• Strong aptitude for technology
• Able to give and receive constructive feedback
• Cultural sensitivity and inclusive design principles
• Ability to work effectively in a matrixed and shared services environment

What will be nice to have:

• 2-5 years of instructional design experience in a corporate or educational setting
• Post secondary education
• Degree, diploma or certificate in Instructional Design, Educational Technology, and/or Adult Learning is preferred
• Strong understanding of adult learning principles and instructional design methodologies (ADDIE, SAM)
• Proficiency in PowerPoint to develop advisor-facing materials with the ability to design completing visual presentations and proficiency in the Microsoft suite of products
• Experience with developing SharePoint collaboration sites
• Familiarity with data analysis and learning analytics
• Experience with authoring tools (e.g., Articulate Storyline, Adobe Captivate, Camtasia), graphic design capabilities (Adobe Creative Suite) is an asset
• Experience with HTML 5, responsive design, SCORM, LMS functionality, video editing and multimedia production skills are an asset
• Mutual fund and insurance industry experience are an asset

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

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 [email protected].

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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