Experienced Mutual Fund Professional - Elite Advisor Management - Ville-Marie - beBeeAccelerator

    beBeeAccelerator
    beBeeAccelerator Ville-Marie

    2 days ago

    Full time

    Job title: Elite Accelerator Specialist, Dealer Operations, SLFD

    Description

    Elite Accelerator Specialist Job


    Sun Life Financial is a leading mutual fund distributor in Canada. The company has a significant presence across the country and works closely with over 2,700 advisors.


    This role will involve day-to-day management of Elite advisors, ensuring they have access to the necessary resources and support. You will be responsible for managing case work for your direct contacts and providing regular weekly reporting to said contacts.


    Responsibilities:




      • ,

        Requirements:


              i Experience within the mutual fund industry specifically within a dealership or manufacturer,​​superior communication skills,​negotiation skills, and time management.�
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