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About the Role
This role is responsible for executing branch manager supervision activities for Sun Life Canada Securities Inc. (SLCSI), reporting to the Director, Wealth Oversight Programs within the Business Governance and Controls function.
Responsibilities
- Execute effective and efficient trade supervision and account opening / management functions of our investment dealer-registered advisors to ensure compliance with regulatory requirements and expectations and established policies, practices and procedures.
- Manage, address and/or escalate various first line supervision risk and compliance issues and audit findings in a timely manner.
- Identify appropriate performance metrics (KRIs/KPIs) and proactively identify control gaps and advisor behavior trends to continually refine and help enhance BG&C’s oversight programs.
- Proactively identify data, reporting, tool and technology needs with BG&C leadership to improve productivity and execution of supervision accountability, and support building/executing against the BG&C capabilities roadmap.
- Support investment dealer initiatives and strategies by providing subject matter expertise to ensure effective and efficient controls and oversight programs are put in place and/or are enhanced.
Requirements
- French and English bilingualism is an asset.
- Growth mindset - willing to challenge status quo and lead change.
- Excellent judgement.
- Excellent communication skills, with comfort presenting to large groups as well as different audiences, including senior leadership, internal examination teams, advisors and external regulators.
- Work consistently with urgency and purpose.
- Previous experience working collaboratively in a matrixed organization and managing complex projects is an asset.
- Availability to travel to conduct supervisory branch visits.
- University degree and 4+ years of progressive experience within the financial services sector with wealth, life, and health insurance products; at least 2 years relevant experience working for an investment dealer.
- Extensive knowledge and understanding of regulatory requirements for investment dealers regulated by CIRO (formerly IIROC and MFDA) and Ontario Securities Commission (OSC).
- Experience working in an OSFI-regulated environment, with alignment to a three lines of defense model.
- Registered managed account supervisor would be considered an asset.
- Successful completion of all of the following: Canadian Securities Course OR CFA Level 1 (or higher), Conduct and Practices Handbook, Investment Dealer Supervisor Course (formerly Branch Manager's Course).
Work Type
- Hybrid
Experience Level
- 4+ years of progressive experience within the financial services sector with wealth, life, and health insurance products
- at least 2 years relevant experience working for an investment dealer
Education Level
- University degree
Salary/Compensations
- 85,000 - 128,000
Benefits
- Eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
- Certain sales focused roles have sales incentive plans based on individual or group sales results.
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
- Discover how you can make a difference in the lives of individuals, families and communities around the world.
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- A friendly, collaborative and inclusive culture.
- A collaborative and interactive team environment.
- Being part of our journey in developing the next greatest digital experience.
- Working together, sharing common values and encouraging growth & achievement.
- Joining a reputable organization with over 150 years of history.
- Certified Great Place to Work in Canada in 2026.
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.