Retail store manager collaborating with store manager to oversee daily retail operations and provide excellent customer experiences. Coaching a team towards meeting sales objectives and delivering best - in - class services.
About the role
- Manage the advisor onboarding process for Sun Life's new Investment Dealer. Ensure frictionless onboarding through strategic planning and process optimization in a collaborative environment.
Responsibilities
- Act as a premier subject matter expert (SME) on all aspects of advisor onboarding, account transfer, and platform training.
- Pursue first time-right process design and execution for all advisor transitions.
- Directly manage complex advisor transitions, providing high-touch support and training.
- Act as primary point of contact for internal teams (Compliance, Tech) and external partners (Carrying Broker) specifically regarding transition.
- Lead and contribute to critical projects aimed at enhancing the advisor transition platform, tools, and experience.
- Lead the development and optimization of seamless, compliant transition workflows for advisors.
Requirements
- Proven experience (10+ years preferred) in Wealth Management with deep knowledge of Operations, Mid Office, and Front Office functions.
- Strong project management and team leadership skills.
- Excellent written and verbal communication skills.
- Completion of the Canadian Securities Cource (CSC) and progress towards CFA designation are assets.
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Benefits
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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