Step into the Branch Oversight Manager role at Sun Life, where you will lead compliance initiatives and enhance client experiences in a hybrid work setting. Your leadership will drive team performance and operational excellence.

In this pivotal position, you will oversee the Branch Oversight Review and Analyst teams, focusing on compliant business practices in the Canadian Retail Advice and Solutions sector. You’ll develop strategies, conduct risk assessments, and promote continuous improvement while addressing regulatory requirements and client needs. Your expertise and leadership will guide the team toward excellence and efficiency.

Key Responsibilities:
• Guide and mentor analysts for high-performance outcomes
• Create and execute annual oversight plans




• Coordinate oversight reviews of registered branches
• Conduct risk assessments to identify improvement areas
• Communicate and escalate issues effectively

Requirements:
• Bachelor's degree with 5+ years of relevant experience
• Familiarity with investment and mutual fund dealers
• Solid knowledge of compliance regulations
• Excellent communication and leadership skills
• Bilingual in French and English for Quebec candidates

Use your analytical skills to enhance risk management strategies and improve client service at Sun Life.
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📌 Branch Oversight Manager Role at Sun Life (Ontario)
🏢 Sun Life Hong Kong
📍 Ontario