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 team-oriented 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 • Solid 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. #J-18808-Ljbffr
📌 Sun Life Bilingual Wealth Operations Specialist Winnipeg
🏢 Sun Life
📍 Winnipeg
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