Elevate your career as a Bilingual Operations Specialist with Sun Life, working in a hybrid setting. Engage in wealth management solutions while leveraging your expertise in operations and client servicing.
Join Sun Life's Retail Wealth Enablement team where you will take charge of operational processes, primarily focusing on dealer process development and stakeholder collaboration. With over five years of wealth operations experience, you will ensure excellence in service delivery and support for advisors and clients alike.
Key Responsibilities:
• Act as a subject matter expert on wealth management initiatives
• Develop and implement dealer processes and workflows
• Lead efforts for operational excellence and efficiency
• Maintain strong relationships with internal and external partners
• Oversee daily operational processing including fees and account management
Requirements:
• Minimum of five years in wealth operations
• Proven relationship management and leadership skills
• University Degree; CFA or CSC preferred
• Exceptional analytical and problem-solving abilities
• Bilingual in English and French, oral and written
Leverage your wealth operations expertise while positively impacting clients' lives at Sun Life.
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📌 Bilingual Operations Specialist at Sun Life (Ontario)
🏢 Sun Life
📍 Ontario
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