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 current 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.

📌 Bilingual Wealth Operations Specialist (Winnipeg)
🏢 SunLife
📍 Winnipeg