Drive first-time-right wealth processes at Sun Life by combining project management, technology implementation, and process improvement expertise. The position is hybrid.

This operations specialist supports Retail Wealth Enablement as Sun Life expands into a new Investment Dealer. You will develop scalable workflows, enhance the dealer platform, and help deliver effective service to advisors and clients. Success requires delivery discipline, technology experience, strategic judgment, and influence across business architecture and cross-functional partners.

Key Responsibilities:

- Develop workflows supporting advisors and their clients
- Lead process optimization and operational excellence initiatives
- Support projects enhancing the dealer platform




- Lead analysts and subject matter experts on complex projects
- Accelerate deliverables while prioritizing project scope and time

Requirements:

- More than five years of wealth operations experience
- Project management and process improvement skills
- Experience implementing technology and managing change
- Ability to influence teams and navigate ambiguity
- Strong executive-level communication and facilitation skills

Bring wealth operations, technology implementation, and process improvement skills to advance Sun Life’s scalable Investment Dealer operations.

📌 Wealth Management Process Improvement Lead (Toronto)
🏢 SunLife
📍 Toronto