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
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
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
Solid 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
Core Competencies Demonstrates expertise in wealth management operations, focusing on process improvement, project management, and relationship management. Proven ability to lead teams and communicate effectively with diverse stakeholders, including executive-level audiences.
Highest-signal resume keywords Wealth Operations Experience
Project Management Skills
Process Improvement
Bilingualism (French and English)
Leadership and Relationship Management
Hard Skills Transaction Processing
Reconciliation
Account Management
Change Management
Wealth Products Knowledge
Analytical Skills
Problem-Solving Skills
Organizational Skills
Strategic Vision
Business Strategy Development
Soft Skills Excellent Communication Skills
Interpersonal Skills
Attention to Detail
Facilitation Skills
Organizational Awareness
Certifications & Qualifications University Degree
CFA
CSC
Industry Keywords Wealth Management
Operational Excellence
Dealer Processes
Cross-Functional Collaboration
Complex Technology Projects
Tools & Technologies Sun Life Framework
Business Architecture

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📌 Bilingual SLCSI Operations Specialist (Ontario)
🏢 Jobtailor
📍 Ontario