Dealer Transformation Strategist

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services company in Southwestern Ontario seeks a Senior Consultant to manage business initiatives within its Retail Advice & Solutions unit. Candidates should possess strong analytical skills and a minimum of 5 years in the wealth management sector. This role requires effective collaboration with various teams to drive growth and enhance client experiences. The company offers a competitive salary range of CAD 80,000 to CAD 128,000 and values diversity and inclusion in the workplace.

Benefits

Flexible Benefits

Career advancement opportunities

Inclusive and respectful environment

Qualifications

• Minimum 5 years of relevant business experience in Mutual Fund Dealer or Investment Dealer operations.
• Strong understanding of the Canadian retail wealth industry.
• Experience with business and process analysis.

Responsibilities

• Lead and manage a portfolio of business initiatives.
• Translate ambiguous issues into defined problem statements.
• Monitor results of launched initiatives and implement corrective actions.

Skills

Strong business acumen and integrative thinking skills

Problem solving and critical thinking skills

Excellent communication and interpersonal skills

Experience with data and business modeling

Organizational and management skills

Education

Completion of IFIC and/or CSC courses

Job description

A leading financial services company in Southwestern Ontario seeks a Senior Consultant to manage business initiatives within its Retail Advice & Solutions unit. Candidates should possess strong analytical skills and a minimum of 5 years in the wealth management sector. This role requires effective collaboration with various teams to drive growth and enhance client experiences. The company offers a competitive salary range of CAD 80,000 to CAD 128,000 and values diversity and inclusion in the workplace.