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Corporate Branch Manager at Sun Life - ApplyBlast

Corporate Branch Manager

Sun Life

3 months ago

Toronto, Ontario, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

The Corporate Branch Manager provides first-line oversight of advisor activity, registered individuals, and business locations to ensure compliance with regulatory requirements and internal policies. This role supports effective supervision, risk management, and advisor compliance practices while helping the business meet evolving regulatory expectations and maintain a strong client-focused culture.

Responsibilities

Provide first-line oversight of advisor activity and business locations
Review and approve outside activities and manage conflicts of interest
Conduct ongoing compliance education and training for advisors
Support resolution of inquiries from compliance teams and regulators
Maintain logs of client complaints and escalate regulatory issues

Skills

Qualifications

University degree5+ years progressive experience in financial services2 years relevant experience at investment or mutual fund dealerCIRO registrationBranch Manager's Course Exam (CSI)

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

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We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.