Director, Wealth Operations and Advisor Experience

Sun Life Financial; Toronto; On-site; CAD 105,000 - 180,000; Full time

Job summary

A leading financial services company seeks a Director of Individual Wealth Operations to provide strategic leadership and enhance client service. The role requires a proven track record in operational leadership within the investment fund sector, focusing on client relationship management and continuous improvement.

Benefits

Supportive working environment

Sabbatical Program

Inclusive and respectful environment

Career path opportunities

Qualifications

• Minimum of 5 years of operational leadership experience in the investment fund industry.
• In-depth understanding of Mutual Fund and Segregated Fund industry.
• Bilingualism required for Quebec interactions.

Responsibilities

• Overall accountability for leadership of a team of approximately 40 people.
• Develop governance for business processes to meet regulatory requirements.
• Continually improve delivery on key performance targets.

Skills

Client relationship management

Analytical skills

Problem-solving skills

Communication skills

Leadership skills

Education

Canadian Securities Course (CSC)

Canadian Investment Fund Course (CIFC)

Officers’, Partners’ and Directors Course (OPD)

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:

Reporting to the AVP, Individual Wealth Operations, this role is responsible for providing strategic and operational leadership,delivering client service excellence, and driving continuous improvement and innovation for Individual Wealth Operations.

We’re seeking an experienced operations director who is client relationship focused and has the proven ability to transform the service delivery processes and management of outcomes. As the Director of Individual Wealth Operations, you will be accountable to deliver best-in-class service delivery, in a cost-effective manner, for a strategic growth area of Sun Life.

This includes and not limited to client/advisor servicing for Mutual Fund, Segregated Fund, AA and GIC products. This leader will support the strategies and objectives of Individual Wealth and SLGI (Sun Life Global Investments) with the purpose of delivering an exceptional client and Advisor experience. The incumbent will be responsible for initiating, leading, and managing change in a high volume, fast paced, front line client service environment.

What will you do?

• Overall accountability for leadership of a team of approximately 40 people in 3 sites (Toronto, Waterloo and Montreal) and oversight of our outsourced back office.
• Develop governance for all business processes and transactions to meet regulatory requirements and business objectives.
• Liaise effectively with internal partners including Distribution and Business Development, IT, Finance, Business Excellence and Enablement Services to ensure superior, cost-effective service delivery.
• Continually improve the delivery on key performance targets, meeting and improving on published service standards in a cost-effective manner and within budget.
• Develop and effectively use the management operating system framework (balanced scorecard, KPIs and dashboards) to manage the business.
• Build relationships with key stakeholders to ensure collaborative approach to planning and implementation of new clients and initiatives.
• Relationship manager for investment fund business process vendors including, but not limited to, IFDS, Broadridge and FundSERV.
• Facilitate vendor alignment to delivery investment fund strategies, goals and objectives.
• Develop and maintain effective working relationships with internal and external colleagues in the Investment Funds industry.
• Fosters a culture of Continuous Improvement.
• Participate in investment fund industry committees.

What do you need to succeed?

• Minimum of 5 years of operational leadership experience in the investment fund industry.
• In-depth understanding of the Mutual Fund, Segregated Fund and Guaranteed Wealth industry, including applicable regulatory regimes, industry challenges, trends, and upcoming innovation.
• Mutual Fund manufacturing operational and regulatory environment knowledge and experience.
• Leadership skills with the ability to develop exceptional leaders and to inspire the team to deliver excellent resultsin a rapidly changing environment.
• Operational skills – entrepreneurial mindset, manage risk, data driven and people focused.
• Client relationship skills, relationship management skills and a solution-oriented approach.
• Analytical and problem-solving skills.
• Organization and prioritization skills.
• Communication, presentation and interpersonal skills with a proven ability to work effectively with diverse groups.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
• Canadian Securities Course (CSC), Canadian Investment Fund Course (CIFC) and/or Officers’, Partners’ and Directors Course (OPD) would be an asset.

Unique Requirement

• Travel to Waterloo and Montreal locations, as well as occasional travel to other locations.

What’s in it for you?

• Supportive working environment, culture of collaboration, high performance teams.
• The opportunity to move along a variety of career paths with amazing networking potential.
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.

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] .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

105,000/105 000 - 180,000/180 000

Job Category:

Customer Service / Operations

Posting End Date:

11/06/2025