- 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 cooperative 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

- 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

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

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