Support English and French Advisors and Clients at Sun Life through mutual funds operations, transaction processing, and accurate 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.

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