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Retail Wealth Enablement Operations at Sun Life - ApplyBlast

Retail Wealth Enablement Operations

Sun Life

2 months ago

Waterloo, Ontario, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

The role supports Sun Life's strategic expansion into a new Investment Dealer by developing and optimizing wealth management processes, ensuring operational excellence, and managing relationships with internal and external partners. The incumbent will lead operational processing, project initiatives, and stakeholder collaboration to deliver efficient, cost‑effective wealth solutions.

Responsibilities

Lead development and implementation of dealer processes
Manage operational processing and day‑to‑day business activities
Build and maintain relationships with internal and external partners

Skills

Qualifications

University DegreeCFACSC

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

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.