Operations Specialist

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:

The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer.  Our dedicated team, under the leadership of the AVP, Operations, Retail Wealth Enablement, is responsible for not only initiating and nurturing the wealth management segment but also ensuring operational excellence with a keen focus on first time-right process design. We place a strong emphasis on partner servicing, aligning with internal and external stakeholders, and driving process optimization to create efficient, cost-effective operations that meet both current and future scalability requirements. Our commitment to delivering high-quality wealth solutions, building strong relationships, and driving innovation within the department, all with a cost-conscious approach, is central to our mission of launching a market competitive Investment dealer.

What will you do?

The successful candidate will be responsible for a wide range of activities, from planning and development to the practical execution of wealth management solutions, including the following:

• Subject Matter Expertise: Act as a subject matter expert on initiatives related to day to day operational processes.

• Operational Excellence: Deliver operational excellence within the wealth business, ensuring seamless and efficient operations through best-in-class processes.

• Stakeholder Liaison: Build and maintain strong working relationships with internal stakeholders (ie: advisors, compliance, product, management) and external partners (ie: carrying broker, 3rd party vendors, manufacturers).

• Ongoing Support: Support various projects related to the establishment and further enhancement of the dealer platform.

• Processing: Support securities dealer processes and day to day requirements to run the business, including transaction processing, reconciliation, fees, account management, and other operational activities. 

• Special Projects as requested.

What do you need to succeed ?

• 2 years experience in the investment industry

• University degree

• Enrolment in or completion of a professional designation preferred (MBA, CFA)

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

• Strong knowledge of investment management industry and products and services within the financial services market

• Excellent analytical skills

• Advanced Microsoft Excel and other technical skills

• Excellent attention to detail

• Excellent time management skills

• Strong writing and communication skills

• Aptitude for problem solving

• Demonstrate initiative and ability to demonstrate teamwork and cooperation

What's in it for you?

• Hybrid work environment.

• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.

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

• 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

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].

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.

Salary Range:

58,000/58 000 - 97,000/97 000

Job Category:

Customer Service / Operations

Posting End Date:

23/02/2025