Shape wealth management processes at Sun Life with strategic vision, project management, and operational expertise. Work in a hybrid setting supporting enterprise initiatives.
This specialist leads process development and operational excellence across the wealth business. You will create dealer workflows, guide complex projects, and help deliver sustainable service for advisors and clients. The position also requires stakeholder influence, technology implementation experience, and business strategy delivery.
Key Responsibilities: Act as subject matter expert on enterprise wealth initiatives
Develop workflows supporting excellent advisor and client service
Lead projects enhancing the dealer platform
Maintain relationships with advisors, compliance, product,



and management
Coordinate operational requirements to run the business
Requirements: More than five years of wealth operations experience
Project management and process improvement skills
Experience implementing technology and managing change
Ability to deliver business strategy and prioritize scope
Exceptional communication for executive-level audiences
Bring strategic leadership, process improvement, and wealth operations knowledge to advance Sun Life’s dealer platform.

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📌 Wealth Management Process Lead (Ontario)
🏢 Sun Life Financial
📍 Ontario