At a Glance
- Tasks: Lead wealth operations and develop processes in a hybrid work environment.
- Company: Join Sun Life, a leader in wealth management with a focus on innovation.
- Benefits: Enjoy competitive salary, flexible work options, and opportunities for growth.
- Other info: Dynamic role with strong emphasis on strategic vision and relationship management.
- Why this job: Make an impact in wealth management while enhancing your bilingual skills.
- Qualifications: 5+ years in wealth operations and a university degree required.
The predicted salary is between 82800 - 101200 $ per year.
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 new 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 in Toronto employer: sunlife
At Sun Life, we pride ourselves on being an exceptional employer that fosters a warm, supportive, and inclusive culture. As a Communications Advisor in Corporate Real Estate, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to your growth and success. With competitive salaries, flexible benefits, and a commitment to diversity and inclusion, you'll have the opportunity to make a meaningful impact on our Clients' lives while enjoying a fulfilling career in a dynamic environment.
