Operations Specialist

Sun Life Assurance Company of Canada; Toronto; Hybrid; CAD 58,000 - 97,000; Full time

Job summary

A leading insurance firm in Toronto is seeking a candidate for a Retail Wealth Enablement role focused on operational excellence and stakeholder relationships. Ideal candidates should have a university degree, 2 years of experience in investment, and strong analytical and Excel skills. This role offers flexible benefits and a hybrid work environment.

Benefits

Flexible Benefits

Pension stock and savings programs

Wellness programs

Fitness and wellness initiatives

Qualifications

• 2 years experience in the investment industry.
• Excellent analytical and technical skills.
• Demonstrate teamwork and cooperation.

Responsibilities

• Act as a subject matter expert on operational processes.
• Deliver operational excellence within the wealth business.
• Build and maintain relationships with stakeholders.
• Support various projects related to the dealer platform.
• Support securities dealer processes.

Skills

Strong knowledge of investment management industry and products

Analytical skills

Advanced Microsoft Excel skills

Attention to detail

Time management skills

Strong writing and communication skills

Problem-solving aptitude

Education

University degree

Enrolment in or completion of a professional designation (MBA, CFA)

Job description

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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 Retail Wealth Enablement Operations department plays a pivotal role in our organizations strategic expansion into a new Investment Dealer. Our dedicated team under the leadership of the AVP Operations Retail Wealth Enablement is responsible for not only initiating and nurturing the wealth management segment but also ensuring operational excellence with a keen focus on first time-right process design. We place a strong emphasis on partner servicing aligning with internal and external stakeholders and driving process optimization to create efficient cost-effective operations that meet both current and future scalability requirements. Our commitment to delivering high-quality wealth solutions building strong relationships and driving innovation within the department all with a cost-conscious approach is central to our mission of launching a market competitive Investment dealer.

What will you do

The successful candidate will be responsible for a wide range of activities from planning and development to the practical execution of wealth management solutions including the following :

• Subject Matter Expertise : Act as a subject matter expert on initiatives related to day to day operational processes.
• Operational Excellence : Deliver operational excellence within the wealth business ensuring seamless and efficient operations through best-in-class processes.
• Stakeholder Liaison : Build and maintain strong working relationships with internal stakeholders (ie : advisors compliance product management) and external partners (ie : carrying broker 3rd party vendors manufacturers).
• Ongoing Support : Support various projects related to the establishment and further enhancement of the dealer platform.
• Processing : Support securities dealer processes and day to day requirements to run the business including transaction processing reconciliation fees account management and other operational activities.
• Special Projects as requested.

What do you need to succeed

2 years experience in the investment industry

University degree

Enrolment in or completion of a professional designation preferred (MBA CFA)

Strong knowledge of investment management industry and products and services within the financial services market

Excellent analytical skills

Advanced Microsoft Excel and other technical skills

Excellent attention to detail

Excellent time management skills

Strong writing and communication skills

Aptitude for problem solving

Demonstrate initiative and ability to demonstrate teamwork and cooperation

Whats in it for you

Flexible Benefits from the day you join to meet the needs of you and your family

Pension stock and savings programs to help build and enhance your future financial security

Wellness programs that support the three pillars of your health mental physical and financial

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.

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 .

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 :

58000 / 58 000 - 97000 / 97 000

Job Category :

Customer Service / Operations

Posting End Date : 30 / 07 / 2025

Required Experience :

Unclear Seniority

Key Skills

Financial Services,Information Technology,Cost Control,Corporate Risk Management,Law

Employment Type : Full-Time

Experience : years

Vacancy : 1