Become a pivotal part of Sun Life as a Bilingual Operations Specialist, dedicated to wealth management in a flexible hybrid environment. This role focuses on enhancing operational workflows to enrich client interactions. With over 5 years of experience in wealth operations, you'll join the Retail Wealth Enablement team.

Your expertise will guide you in refining processes and fostering strong relationships with partners, ensuring a seamless experience for clients and advisors alike. Key Responsibilities:

- Act as subject matter expert on wealth initiatives
- Design efficient dealer processes and workflows
- Lead efforts for operational excellence in service delivery
- Collaborate with internal and external stakeholders
- Support strategic projects for dealer platform growth Requirements:
- 5+ years in wealth operations required
- University Degree expected, with CFA or CSC preferred
- Demonstrated leadership and relationship management skills
- Solid analytical and detail-oriented mindset
- Bilingual in English and French required for Quebec Harness your expertise to enhance client experiences and drive operational success at Sun Life.

📌 Sun Life Bilingual Operations Specialist (Ontario)
🏢 Sun Life
📍 Ontario