Bilingual Exchange Traded Fund Consultant

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 58,000 - 93,000; Full time

Job summary

A leading financial institution is seeking a Bilingual Exchange Traded Fund (ETF) Consultant in Ontario. The role focuses on supporting ETF reconciliation and bookkeeping while collaborating with internal teams to enhance operational processes. Ideal candidates will have excellent bilingual communication skills, a University/College diploma, and specialized knowledge in mutual and segregated funds. This position promotes career growth in a dynamic, inclusive environment that values diversity and employee well-being.

Benefits

Flexible Benefits

Career growth opportunities

Inclusive work environment

Recognition as a top workplace

Qualifications

• Bilingual in French and English, both oral and written.
• Strong willingness to learn and adapt to new technologies.
• Understanding of Exchange Traded Funds, Mutual and Segregated funds.

Responsibilities

• Support ETF transactions and reconciliations.
• Resolve complex cases in a timely manner.
• Collaborate on technology upgrades.
• Conduct training on ETF processes.

Skills

Customer service skills

Problem-solving abilities

Communication skills

Mathematical skills

Attention to detail

Time-management skills

Ability to work under pressure

Education

University/College diploma

Tools

Univeris

Omnibus Trading Platform

FundServ

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

The Dealer Operations Team is seeking a well-rounded knowledge specialist to join our growing, fast-paced, and challenging environment and contribute to growing our Exchange Traded Funds (ETF) support to Advisors and clients.

As a Bilingual Exchange Traded Fund (ETF) Consultant you'll have a specialized role with a focus on back office functionality of reconciliation and bookkeeping of ETFs with exposure to Liquid Alternatives, Mutual and Segregated funds and more. You will fill the role of a knowledge specialist to support project and technological advances to better serve our clients.

What will you do?

• Working closely with our ETF Custodian and internal teams to gain a deep knowledge of end-to-end transactions
• Reconciling External and Internal transfers in kind
• Taking ownership to resolve complex cases
• Collaborating with internal teams on testing and deploying system upgrades and new technologies
• Facilitating on team training for ETF related processes

What do you need to succeed?

• Specialized knowledge of ETF reconciliation and bookkeeping through Omnibus Trading Platform (OTP) and Univeris platforms
• Excellent customer service skills with a focus on putting the client first
• Strong problem‑solving and decision‑making abilities, with a willingness to learn and apply new methods and tools
• Outstanding written and verbal communication skills in English and French
• Self‑motivated and self‑directed, with the ability to work independently and as part of a team
• Mathematical and attention to detail
• Ability to work in a fast‑paced environment with a of urgency
• University/College diploma
• Understanding of Mutual, Segregated, and Exchange Traded Funds
• Strong prioritization and time‑management skills
• Enthusiasm for learning and adopting new technologies
• Interest in understanding how the business works and applying detailed business information to your work
• Ability to remain calm and focused despite disruptions or obstacles
• Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French‑speaking colleagues or internal partners across Canada and worldwide

Please note that there will be grammatical tests (French and English)

Assets

• Completion of Investment Funds in Canada (IFIC) Operations, Canadian Securities Course (CSC), or Exchange Traded Funds (ETF) courses mandatory
• Experience with systems such as Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW)

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplace in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top‑level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well‑being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, 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.

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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range

58,000/58 000 - 93,000/93 000

Job Category

Customer Service / Operations

Posting End Date

21/12/2025