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 effective 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 (Alton)
🏢 Sun Life
📍 Alton
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