Bilingual SLCSI Operations Specialist

Sun Life • Waterloo, ON

1d • CA$80,000 - CA$128,000 • Hybrid

About The Position

The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer. Our dedicated team, under the leadership of the AVP, Operations, Retail Wealth Enablement, is responsible for not only initiating and nurturing the wealth management segment but also ensuring operational excellence with a keen focus on first time-right process design. We place a strong emphasis on partner servicing, aligning with internal and external stakeholders, and driving process optimization to create efficient, cost-effective operations that meet both current and future scalability requirements. Our commitment to delivering high-quality wealth solutions, building strong relationships, and driving innovation within the department, all with a cost-conscious approach, is central to our mission of launching a market competitive Investment dealer.

Requirements

• Requires over 5 years or more of wealth operations experience
• Organizational awareness and proven success in delivery.
• Strong strategic vision with proven leadership and relationship management experience.
• University Degree Required, continuing education preferred (CFA, CSC)
• Proven practice and understanding of the Sun Life Framework and Strategic Goals
• Strong Judgment with excellent organizational, analytical and problem-solving skills
• Excellent verbal and written communication skills including facilitation English (United States) & Accessibility.
• Attention to detail with an ability to see the "big picture" and to articulate essential facts.
• Experience leading teams of analysts & Subject Matter Experts on large and complex technology projects
• Project Management and Process Improvement skills with ability to accelerate project deliverables, influence other teams, navigate and prioritize time and scope
• Experience implementing technology including change management, interacting with Business Architecture
• Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex, and often ambiguous environment
• A relationship builder who can make things happen with positive influence
• Exceptional communication skills with the ability to communicate for an executive level audience
• Must possess strong interpersonal skills to guide others to a desired conclusion and can hold them accountable
• Understanding of Wealth Products and Wealth Operations an asset
• Ability to develop, communicate and deliver on business strategy
• Bilingualism (French, English, both oral and written) is required for Quebec only

Nice To Haves

• continuing education preferred (CFA, CSC)

Responsibilities

• Act as a subject matter expert on enterprise-level initiatives related to wealth management and operations.
• Develop dealer processes and implement workflows to ensure the delivery of excellent service to advisors and their clients.
• Lead the pursuit of operational excellence within the wealth business, ensuring seamless and efficient operations through best-in-class processes.
• Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business.
• Build and maintain strong working relationships with internal stakeholders (ie: advisors, compliance, product, management) and external partners (ie: carrying broker, 3rd party vendors, manufacturers).
• Lead and/or support various projects related to the establishment and further enhancement of the dealer platform.
• Play a lead role in operational processing and day to day requirements to run the business, including transaction processing, reconciliation, fees, account management, and other operational activities.
• Special Projects as requested.

Benefits

• Hybrid work environment.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• A friendly, collaborative, and inclusive culture.
• The opportunity to move along a variety of career paths with amazing networking potential.
• An environment of continuous learning and improvement.
• Access to our Global Learning Centre, available 24/7 for your learning needs.
• Wellness programs that support the three pillars of your health – mental, physical and financial.
• Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level