Discover an impactful career as a Bilingual Wealth Operations Specialist at Sun Life, in a hybrid work setting. Focus on delivering exceptional wealth management solutions while building collaborative relationships.

In this role, you will support the expansion of Sun Life's wealth management operations, emphasizing process development and operational excellence. Use your five-plus years of experience to develop processes, ensure effective communication, and run day-to-day operations seamlessly.

Key Responsibilities:
• Serve as a subject matter expert in wealth operations
• Design dealer processes and implement effective workflows
• Drive operational excellence to enhance service delivery




• Foster relationships with internal and external stakeholders
• Manage transaction processing and operational requirements daily

Requirements:
• 5+ years of wealth operations experience
• Strong strategic vision and leadership capabilities
• Bachelor's degree required; CFA or CSC a plus
• Excellent communication and problem-solving skills
• Bilingual in French and English required for Quebec

Bring your operations expertise and commitment to excellence to Sun Life's energetic team.
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📌 Sun Life Bilingual Wealth Operations Specialist (Ontario)
🏢 Sun Life
📍 Ontario