Support English and French Advisors and Clients at Sun Life through mutual funds operations, transaction processing, and exact customer service.
This Bilingual Customer Service Representative serves Advisors and Clients across Canada within the Dealer Operations Team. You will manage Nominee and Client name platforms across Mutual funds, Segregated funds, Exchange Traded Funds, and Liquid Alternatives. Foundational product and procedure knowledge will develop toward complex cases.
Key Responsibilities: Resolve advisor inquiries using a client-centered approach
Process deposits, withdrawals, transfers, and transaction corrections
Communicate with Advisors, fund companies, and internal teams
Review account-opening documentation and tax coding




Complete reconciliations, control reports, and Letters of Indemnity
Requirements: Bilingual French and English communication, oral and written
University or College diploma
Understanding of Mutual, Segregated, and Exchange Traded Funds
Strong problem-solving, prioritization, and time management skills
Mathematical aptitude and close attention to detail
Apply bilingual communication, financial products knowledge, and careful operations judgment to support Sun Life clients across Canada.

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📌 Bilingual Mutual Funds Operations Representative (Ontario)
🏢 Sun Life
📍 Ontario