Desjardins office operations agent supporting administrative processes, data integrity, reporting, and quality control. Preparing statistics, presentations, and process improvements in hybrid Montréal work.
About the role
- Bilingual SLCSI Operations Specialist supporting Sun Life’s new investment dealer. Developing wealth workflows, partner relationships, and operational processes for advisors and clients.
Responsibilities
- Act as a subject matter expert on enterprise-level initiatives related to wealth management and operations.
- Develop dealer processes and implement workflows to ensure excellent service to advisors and their clients.
- Lead the pursuit of operational excellence within the wealth business through best-in-class processes.
- Develop and maintain collaborative relationships with internal and external partners.
- Build and maintain relationships with advisors, compliance, product, management, carrying brokers, third-party vendors, and manufacturers.
- Lead and/or support projects related to establishing and enhancing the dealer platform.
- Lead operational processing and day-to-day business requirements, including transaction processing, reconciliation, fees, account management, and other operational activities.
- Complete special projects as requested.
Requirements
- Requires over 5 years or more of wealth operations experience
- Organizational awareness and proven success in delivery.
- Strong strategic vision with proven leadership and relationship management experience.
- University Degree Required, continuing education preferred (CFA, CSC)
- Proven practice and understanding of the Sun Life Framework and Strategic Goals
- Strong judgment with excellent organizational, analytical and problem-solving skills
- Excellent verbal and written communication skills including facilitation
- Attention to detail with an ability to see the "big picture" and to articulate essential facts.
- Experience leading teams of analysts and Subject Matter Experts on large and complex technology projects
- Project Management and Process Improvement skills with ability to accelerate project deliverables, influence other teams, navigate and prioritize time and scope
- Experience implementing technology including change management, interacting with Business Architecture
- Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex, and often ambiguous environment
- A relationship builder who can make things happen with positive influence
- Exceptional communication skills with the ability to communicate for an executive level audience
- Must possess strong interpersonal skills to guide others to a desired conclusion and can hold them accountable
- Understanding of Wealth Products and Wealth Operations an asset
- Ability to develop, communicate and deliver on business strategy
- Bilingualism (French, English, both oral and written) is required for Quebec locations only
Benefits
- Hybrid work environment
- Flexible Benefits from the day you join to meet the needs of you and your family.
- A friendly, collaborative, and inclusive culture.
- The opportunity to move along a variety of career paths with amazing networking potential.
- An environment of continuous learning and improvement.
- Access to our Global Learning Centre, available 24/7 for your learning needs.
- Wellness programs that support the three pillars of your health – mental, physical and financial.
- Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.
- Incentive plans for eligible Sun Life employees, with payment discretionary and subject to individual and company performance.
- Accommodation support for persons with disabilities and alternative-format job postings upon request.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior network operations specialist troubleshooting critical global infrastructure for TD, a leading North American bank. Resolving escalated incidents across cloud, SD - WAN, firewalls, load balancers, and wireless networks.
Operations Supervisor overseeing driver supervision, transportation scheduling, safety, and customer service. Supporting GFL Environmental’s waste management operations in Saskatchewan.
Operations Director running Wonderly’s inside - sales team, which books home - service appointments for contractors. Owning staffing, coaching, processes, and revenue - driving performance metrics.
International Operations Coordinator supporting CIEE’s nonprofit study abroad and exchange programs. Managing representative inquiries, participant data, reports, compliance documents, and operational updates remotely.
Global operations expert optimizing service delivery and lifecycle management for Equinix’s digital infrastructure portfolio. Driving operational readiness, governance, analytics, and continuous improvement.
GTM Operations Manager improving Salesforce, lifecycle, and AI workflows. Supporting RevenueCat’s infrastructure for mobile - app monetization through reliable GTM operations.
Bilingual wealth operations specialist supporting Sun Life’s new investment dealer. Designing processes, managing operational execution, and coordinating advisors, partners, and technology projects.
Field Operations Associate managing customer inventory, stocking, and onsite service for Grainger’s MRO distribution business. Supporting account growth through customer service and product opportunities.
Studio Operations Manager overseeing daily Vancouver office operations for Smoking Gun Interactive, a game development studio. Driving internal projects, events, workflow improvements, and staff support.