- Subject Matter Expertise: Act as a subject matter expert on enterprise-level initiatives related to wealth management and operations.
- Process Development: Develop dealer processes and implement workflows to ensure the delivery of excellent service to advisors and their clients.
- Operational Excellence: Lead the pursuit of operational excellence within the wealth business, ensuring seamless and efficient operations through best-in-class processes.
- Partner Servicing: Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business.
- 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: Lead and/or support various projects related to the establishment and further enhancement of the dealer platform.
- Run the Business: Play a lead role in operational processing and day to day requirements to run the business, including transaction processing, reconciliation, fees, account management, and other operational activities.
- Special Projects as requested.
- Organizational awareness and proven success in delivery.
- Strong strategic vision with proven leadership and relationship management experience.
- University Degree Required, continuing education preferred (CFA, CSC)
- Programming expertise and change management certification, Six Sigma Black Belt Preferred Proven ability to thrive in a chaotic and/or fast paced environment.
- Proven practice and understanding of the Sun Life Framework and Strategic Goals
- Strong Judgment with excellent organizational, analytical and problem-solving skills Excellent verbal and written communication skills including facilitation English (United States) & Accessibility. Good to go ere to search.
- Attention to detail with an ability to see the "big picture" and to articulate essential facts.
- Requires over 5 years or more of wealth operations experience
- Experience leading teams of analysts & Subject Matter Experts on large and complex technology projects
- Project Management and Process Improvement skills with ability to accelerate project deliverables, influence other teams, navigate and prioritize time and scope
- Experience implementing technology including change management, interacting with Business Architecture
- Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex, and often ambiguous environment
- A relationship builder who can make things happen with positive influence
- Exceptional communication skills with the ability to communicate for an executive level audience
- Must possess strong interpersonal skills to guide others to a desired conclusion and can hold them accountable
- Understanding of Wealth Products and Wealth Operations an asset
- Ability to develop, communicate and deliver on business strategy
- Hybrid work environment.
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- A friendly, collaborative, and inclusive culture.
- The opportunity to move along a variety of career paths with amazing networking potential.
- An environment of continuous learning and improvement.
- Access to our Global Learning Centre, available 24/7 for your learning needs.
- Wellness programs that support the three pillars of your health – mental, physical and financial.
- Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.
-
Operations Service Specialist
2 weeks ago
Royal Bank of Canada Toronto, Canada**En quoi consiste l'emploi ?** · À titre de spécialiste du service au sein de l'équipe Successions et fiducies, vous agirez à titre de point de contact central et de directeur relationnel auprès du Service clientèle et des partenaires commerciaux internes, en ce qui a trait aux ...
-
Operations Specialist
2 weeks ago
OTT Financial Group Toronto, Canada**Operations Specialist** · OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business ...
-
Operations Specialist
2 weeks ago
Kensington Tours Toronto, CanadaCompany Description · Founded in 2006, Kensington Tours is a $170 million privately held company that has been rapidly growing for the past few years. We are a multi-award-winning luxury tour operator offering tailor-made, private-guided experiences to the world's most extraordin ...
-
Operations Specialist
1 week ago
Parts Town Canada Toronto, Canada**Operations Specialist (Contract to Permanent Role)** · **About Us** · Parts Town Canada, a division of Heritage Food Service Group of Canada Limited, is the single source for the largest inventory of 100% Genuine OEM foodservice replacement parts on the ground in Canada. We are ...
-
IT & Operations Specialist
2 weeks ago
Firmex Toronto, CanadaFirmex is a global software-as-a-service provider with corporate headquarters in Toronto, Canada. The company's Firmex VDR service is the world's most trusted virtual data room, having been used by over 140,000 companies worldwide to share confidential documents for due diligence ...
-
Specialist, Operations
2 weeks ago
Royal Bank of Canada Toronto, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Operations Specialist
2 weeks ago
Ritual Toronto, CanadaRitual delivers more than just an avenue to skip the lunch line - we serve up a true community experience, helping you connect with your social circle and local businesses via seamless technology, all built around what humans love most - food. Since day one, our mission here at R ...
-
Specialist, Operations
2 weeks ago
Royal Bank of Canada Toronto, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Specialist, Operations
2 weeks ago
Royal Bank of Canada Toronto, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
IT Operations Specialist
3 weeks ago
The Macaulay Child Development Centre Toronto, Canada Full time**Helping kids, families and communities thrive since 1932.** · **To learn more, watch our video here** · **IT Operations Specialist** · **Permanent Full Time** · **COMPETITION NUMBER**:C/E · **HOURS OF WORK**:7 Hours per Day · **START DATE/TERM**:Immediately · **REPORTS TO**:Ma ...
-
Operations Specialist
2 weeks ago
Guillevin International Concord, CanadaOperations Specialist - Co-op position · Statut: · Horaire, Temps partiel · Emplacement: · Concord, Ontario · Description du poste · Reporting to the Strategic Operations Supervisor, the Operations Specialist shall be responsible for a variety of tasks for branches across the reg ...
-
Specialist, Operations
1 week ago
Definity Financial Corporation Toronto, CanadaJob ID : 7407 · Category : Personal Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Toronto, Canada · Posting Range : $66,300 - $122,100 · Definity is the parent company to some of Canada's most long-standing and innovative ...
-
Operations Specialist
2 weeks ago
UBS Toronto, CanadaCanada · - Operations · - Global Wealth Management · **Job Reference #** · BR · **City** · - Toronto · **Job Type** · - Temporary / Contract · **Your role** · - Do you thrive in a busy, fast-paced environment? Are you comfortable working independently and as part of a team? · - A ...
-
IT Operations Specialist
2 weeks ago
The Macaulay Child Development Centre Toronto, Canada Full time**The Macaulay Child Development Centre** is a multi-service, child care and family support agency. · Established in 1932 as a non-profit, charitable organization, Macaulay promotes the optimal development of children in partnership with their family and community. · Macaulay pro ...
-
Operational Specialist
2 weeks ago
BMO Financial Group Toronto, Canada33 Dundas Street West Toronto Ontario,M5G 3C2 · Provides management consulting services and technology/industry expertise in support of business and enterprise needs. Liaises with stakeholders to understand problems and opportunities, to facilitate the organization's goals by und ...
-
Operations Specialist
2 weeks ago
Junction Craft Brewing Toronto, Canada**About us** · We are professional and agile. · Our work environment includes: · - Modern office setting · - Food provided · **About The Role** · This important role, reporting directly to the **VP Operations,** is a key function within our organisation and can be broken down int ...
-
Operations Specialist
3 weeks ago
Canada Life Assurance Company Toronto, Canada**Job Description**: · Do you have a passion for helping people become more productive, and efficient with technology? Are you looking for an exciting opportunity to engage with, and provide support to some of the most entrepreneurial, upbeat, high-energy people you'll ever meet ...
-
Operations Specialist
3 weeks ago
Adecco Group Toronto, Canada**JOB SUMMARY**:Reporting to the Operations Manager, the Operations Coordinator will be responsible supporting Operations Management and not limited to National Accounts administration. The incumbent will work directly with the Operations Manager to assist in Branch and Corporate ...
-
Operations Specialist
2 weeks ago
theScore Inc. Toronto, CanadatheScore, a wholly-owned subsidiary of PENN Entertainment, empowers millions of sports fans through its digital media and sports betting products. Its media app 'theScore' is one of the most popular in North America, delivering fans highly personalized live scores, news, stats, a ...
-
Operations Specialist
3 days ago
Firmex Toronto, CanadaFirmex is a global software-as-a-service provider with corporate headquarters in Toronto, Canada. The company's Firmex VDR service is the world's most trusted virtual data room, having been used by over 140,000 companies worldwide to share confidential documents for due diligence ...
SLCSI Operations Specialist - Toronto, Canada - Sun Life
Description
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:
What do you need to succeed:
What's in it for you?
We are honoured to be recognized as a 2023 Best Workplaces in Canada by Great Place to Work Canada.