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About the Role

The Retail Wealth Enablement, Operations department is expanding into a new Investment Dealer. This role is responsible for initiating and nurturing the wealth management segment, ensuring operational excellence, and driving process optimization for efficient, cost-effective, and scalable operations. The mission is to launch a market-competitive Investment dealer.

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 (advisors, compliance, product, management) and external partners (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, and account management.
• Handle special projects as requested.

Requirements

• Over 5 years of wealth operations experience.
• Organizational awareness and proven success in delivery.
• Strong strategic vision with proven leadership and relationship management experience.
• Proven practice and understanding of the Sun Life Framework and Strategic Goals.
• Strong judgment with excellent organizational, analytical, and problem-solving skills.
• Attention to detail with an ability to see the 'big picture' and 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.
• Strong interpersonal skills to guide others to a desired conclusion and hold them accountable.
• Ability to develop, communicate and deliver on business strategy.
• Bilingualism (French, English, both oral and written) is required for Quebec only.

Skills

• Wealth management
• Operations
• Process development
• Workflow implementation
• Partner servicing
• Stakeholder liaison
• Project management
• Process improvement
• Change management
• Business architecture
• Strategic vision
• Leadership
• Relationship management
• Organizational skills
• Analytical skills
• Problem-solving skills
• Communication skills
• Interpersonal skills
• Wealth products
• Wealth operations

Location

• Quebec

Work Type

• Hybrid

Experience Level

• Over 5 years

Education Level

• University Degree
• CFA (preferred)
• CSC (preferred)

Salary/Compensations

• 80,000 - 128,000

Benefits

• Hybrid work environment
• Flexible Benefits
• Friendly, collaborative, and inclusive culture
• Opportunity to move along a variety of career paths with amazing networking potential
• Environment of continuous learning and improvement
• Access to Global Learning Centre
• Wellness programs
• Work-life balance

About the Company

• Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
• Values: caring, authentic, bold, inspiring, and impactful.
• Recognized as a 2023 Best Workplaces in Canada by Great Place to Work® Canada.
• A hybrid organization offering employees the choice and flexibility to work from both the office and virtually.

Equal Opportunity

• Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
• Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.