About the role

Wealth operations specialist launching Sun Life’s new investment dealer. Developing processes, supporting platform projects, and managing day-to-day transactions and reconciliations.

Responsibilities

Act as a subject matter expert on enterprise-level wealth management and operations initiatives
Develop dealer processes and implement workflows to deliver excellent service to advisors and clients
Lead operational excellence within the wealth business through efficient, best-in-class processes
Develop and maintain collaborative relationships with internal and external partners
Liaise with advisors, compliance, product, management, carrying brokers, third-party vendors, and manufacturers
Lead 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

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
Experience implementing technology, including change management, and interacting with Business Architecture
Strong organizational and/or industry knowledge with ability to work effectively in a cross-functional, complex, and 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) required for Quebec locations

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.
Recognized as a 2023 Best Workplaces in Canada by Great Place to Work® Canada.