Lead wealth operations at Sun Life through process development, partner servicing, and operational excellence in a hybrid work environment. Bilingualism is required in Quebec.
As a Bilingual SLCSI Operations Specialist, you will support Retail Wealth Enablement and the launch of a recent Investment Dealer. Your work will span wealth management initiatives, dealer workflows, stakeholder relationships, and operational processing. The position requires strategic vision, relationship management, and strong communication across complex environments.
Key Responsibilities: Act as subject matter expert on wealth operations initiatives
Develop dealer processes and implement service workflows
Lead operational excellence across the wealth business
Maintain relationships with internal and external partners
Process transactions, reconciliations, fees, and account management
Requirements: More than five years of wealth operations experience
University degree required; continuing education preferred
Strong strategic vision and relationship management experience
Excellent organizational, analytical, and problem-solving skills
French and English required in Quebec, oral and written
Apply wealth operations, process improvement, and stakeholder leadership expertise to support Sun Life’s dealer platform and business strategy.