Senior Wealth Ops Process Improvement Consultant

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

Job summary

A leading financial services company in Toronto is seeking a Senior Best Practice Consultant to join its Wealth Operations team. This role focuses on implementing process improvements that enhance client satisfaction and operational efficiency. Candidates should possess 2+ years of experience in managing complex projects and a solid understanding of Wealth products. The position offers a hybrid work environment and various benefits to support employee well-being and career development.

Benefits

Hybrid work environment

20 vacation days per year

Flexible Benefits

Pension and stock programs

Global Learning Centre access

Wellness programs

Qualifications

• 2+ years leading complex projects.
• Ability to manage multiple projects effectively.
• Bilingualism required for Quebec only.

Responsibilities

• Represent Wealth Operations on cross-functional initiatives.
• Support training and change management activities.
• Lead process improvement initiatives.

Skills

Project management

Problem-solving

Relationship-building

Time management

Organizational skills

Education

Experience within investment funds industry

Understanding of Wealth products

Tools

Miro

Pega

Microsoft Excel

PowerPoint

SharePoint

Word

Job description

A leading financial services company in Toronto is seeking a Senior Best Practice Consultant to join its Wealth Operations team. This role focuses on implementing process improvements that enhance client satisfaction and operational efficiency. Candidates should possess 2+ years of experience in managing complex projects and a solid understanding of Wealth products. The position offers a hybrid work environment and various benefits to support employee well-being and career development.