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 wealth operations specialist supporting Sun Life’s new investment dealer. Designing processes, managing operational execution, and coordinating advisors, partners, and technology projects.
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 operational excellence within the wealth business through seamless and efficient 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 articulate essential facts
- Experience leading teams of analysts and Subject Matter Experts on large and complex technology projects
- Project Management and Process Improvement skills
- Ability to accelerate project deliverables, influence other teams, and navigate and prioritize time and scope
- Experience implementing technology, including change management and interacting with Business Architecture
- Strong organizational and/or industry knowledge
- Proven ability to work effectively in a cross-functional, complex, and often ambiguous environment
- Exceptional communication skills with the ability to communicate for an executive-level audience
- Strong interpersonal skills to guide others to a desired conclusion and hold them accountable
- Understanding of Wealth Products and Wealth Operations an asset
- Ability to develop, communicate and deliver on business strategy
- Bilingualism (French and English, both oral and written) is required for Quebec locations
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.
- Choice and flexibility to work from both the office and virtually based on the needs of the business, Clients and employees.
- Eligible employees participate in various incentive plans, with payment discretionary and subject to individual and company performance.
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