Bilingual Wealth Enablement Specialist

sunlife; Toronto; On-site; CAD 95,000 - 130,000; Full time

Job summary

Sun Life in Toronto seeks an experienced wealth operations leader to drive planning, development, and execution of dealer processes and workflows. You will optimize operations, manage internal and external partner relationships, and lead large technology initiatives with a cross‑functional team.

The role requires 5+ years in wealth operations, strong leadership, and a track record of delivering efficient workflows.

Qualifications

• Requires over 5 years or more of wealth operations experience.
• Strong strategic vision with proven leadership and relationship management experience.
• University Degree Required, continuing education preferred (CFA, CSC).
• Proven familiarity with the Sun Life Framework and Strategic Goals.
• Excellent communication skills, including facilitation; fluent English.
• Experience leading teams of analysts and SMEs on large technology projects.
• Project management and process improvement skills with ability to accelerate deliverables.
• Experience implementing technology with change management and business architecture interaction.
• Ability to work in a cross-functional, complex environment.
• Relationship builder with positive influence.

Responsibilities

• Act as a subject matter expert on wealth management and operations initiatives.
• Develop dealer processes and workflows to deliver excellent service to advisors and clients.
• Lead operational excellence within the wealth business, ensuring seamless and efficient operations.
• Develop and maintain collaborative relationships with internal and external partners to sustain the wealth business.
• Build and maintain strong relationships with internal stakeholders and external partners.
• Lead and/or support projects establishing and enhancing the dealer platform.
• Run operational processing and day-to-day requirements to run the business, including transaction processing, reconciliation, fees, and account management.
• Handle special projects as requested.

Skills

Wealth operations

Stakeholder management

Process optimization

Project management

Leadership

Regulatory awareness

Education

University degree

CFA/CSC preferred

Job description

Sun Life in Toronto seeks an experienced wealth operations leader to drive planning, development, and execution of dealer processes and workflows. You will optimize operations, manage internal and external partner relationships, and lead large technology initiatives with a cross‑functional team.

The role requires 5+ years in wealth operations, strong leadership, and a track record of delivering efficient workflows.