Mutual Fund Licensing Associate - Waterloo, Canada - Sun Life

Sun Life

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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.

Please note this role is a Hybrid position with weekly anchor days in office in Ottawa and Waterloo

Reporting to the Team Leader, Distribution Compensation Services, the Contracting and Licensing Associate is involved in the administration of mutual fund registration and life licensing for Sun Life Financial Distribution (SLFD) across Canada.

What will you do?

Provide expertise and excellent customer service through handling inquires related to life licensing and mutual fund registration from SLFD, provincial regulators, commission staff and other internal partners
Process and assist with renewals for mutual fund registration for SLFD advisors and staff members
Ensure current advisor and financial centre information is up to date and maintained on head office systems and regulator databases (AMF and NRD)
Issue advisor agreements and rep codes for approved registrations
Assist with mutual fund registration and licensing projects as needed

What you need to succeed?

Canadian Investment Funds Course (CIFC) or equivalent
System knowledge and experience of NRD (National Registration Database) required
Knowledge of Sun Life Financial Distribution and Sun Life Dealer
Demonstrated knowledge and experience with mutual funds registration and life insurance required
Demonstrated knowledge and experience with compliance
Exceptional customer service skills with strong ethics, confidentiality, and integrity
Ability to investigate and solve problems with a high degree of attention to detail and accuracy

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
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
We're proud to be a
Best Workplace for Hybrid Work by Great Place to Work Canada

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:

40,500/ ,000/66 000

Job Category:

Sales - Distribution Support

Posting End Date:

01/09/2023