Lead wealth operations at Sun Life through process development, operational excellence, and partner servicing in a hybrid work environment. Support advisors and clients through effective dealer operations.

As a Bilingual SLCSI Operations Specialist, you will provide subject matter expertise on enterprise wealth management initiatives. You will develop dealer processes, maintain partner relationships, and support projects enhancing the dealer platform. The work includes transaction processing, reconciliation, fees, account management, and other operational activities.

Key Responsibilities

Develop dealer processes and implement operational workflows

Lead operational excellence across the wealth business

Build relationships with internal and external partners





Support dealer platform establishment and enhancement projects

Lead transaction processing, reconciliation, fees, and account management

Requirements

Over five years of wealth operations experience

University degree; continuing education preferred

Strategic vision, leadership, and relationship management experience

Strong judgment, analytical, organizational, and problem-solving skills

French and English bilingualism required in Quebec locations

Apply wealth operations expertise, process improvement, and relationship management skills to support Sun Life’s dealer platform.

📌 Bilingual Wealth Operations Specialist (Winnipeg)
🏢 Sun Life Financial
📍 Winnipeg