SLCSI Operations Specialist

Sun Life Financial; Toronto; On-site; CAD 60,000 - 97,000; Full time

Job summary

A leading financial services firm is seeking a candidate for a role focused on wealth management solutions. Responsibilities include ensuring operational excellence, supporting securities dealer processes, and building relationships with stakeholders. Candidates should have at least 2 years of experience in the investment industry, a university degree, and strong analytical and communication skills. Flexible benefits and wellness programs are part of the offering.

Benefits

Flexible Benefits

Pension, stock, and savings programs

Wellness programs

Fitness and wellness programs

Qualifications

• 2 years experience in the investment industry.
• Strong knowledge of investment management industry and products.
• Excellent writing and communication skills.

Responsibilities

• Deliver operational excellence within the wealth business.
• Build and maintain relationships with internal and external stakeholders.
• Support securities dealer processes and day to day requirements.

Skills

Investment industry experience

Analytical skills

Advanced Microsoft Excel

Bilingualism (French/English)

Education

University degree

Enrolment in or completion of MBA or CFA

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

The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's 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.

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
• Bilingualism (French/English) is an asset

What’s 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.

#LI-Hybrid

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].

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

60,000/60 000 - 97,000/97 000

Job Category

Customer Service / Operations

Posting End Date

13/11/2025