Application Specialist
1 month ago
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. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: This role contributes to the overall Trade Management activities on behalf of the Sun Life Canada Securities Inc. (The Trade Support Team is comprised of trade operation professionals committed to supporting the investment process for our advisor and portfolio management network.We are looking for a highly motivated candidate who can build solid relationships, has a passion for providing high quality customer service, delivers impeccable accuracy, and is eager to expand their career in Operations. The incumbent will have an in-depth knowledge working within CIRO regulations and requirements and of CIRO’s Licensing Requirements.The Trade Desk Specialist will operate in 2 key areas: What will you do: Use leading technologies and systems to ensure a smooth operation of the trade process.Maintaining and improving our Trade Support processes, systems and data in order to maximize efficiency and minimize risk.Providing real-time advisor trading and fulfillment execution.Correspond with Trading Desks, Portfolio Management Consultants, Application Support teams, Operations teams, and escalate issues to proper channels.Function as a key point of contact and subject matter expert on Trade Management related inquiries and requests from employees and Branches (including advisors, Branch Managers, and support.Continually evaluate the effectiveness of departmental procedures and participate in developing, maintaining, and implementing changes to the policies and procedures.Participating in internal as well as external regulatory audits.Knowledge of Tax and CRA forms and requirements, Anti-Money Laundering applicable rules and regulations, Government Policies, etc.Special projects as requested.Become primary contact for investors who are referred to our trade desk from our mutual fund advisors.Take trade instructions from investors and provide guidance where required.Account administration where required i.e. new account forms, KYC updates, systematic plan instructions, etc.Resourceful, efficient, and collaborative individualFoster a culture of compliance throughout the business and organization by promoting ethical behavior, accountability, and adherence to regulatory standards. Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.An undergraduate degree.Canadian Securities Course OR CFA Level 1 (or higher)Conduct and Practices HandbookInvestment Dealer Supervisor Course (formerly Branch Manager's Course)A minimum of 5 years in the financial services industryStrong and proven understanding of trading securities.Comfortable taking several calls, video conferences, and responding to daily emails in a timely manner.Implementing the firm’s policies and proceduresDemonstrated knowledge and understanding of the relevant securities legislation and SRO rules and regulations.Extensive knowledge of MS Office applications including as Word, Excel, Power Point and OutlookAbility to work independently and under pressureStrong conflict resolution, organizational, and communication skills What's in it for you? 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.Flexible Benefits from the day you join to meet the needs of you and your family.The opportunity to move along a variety of career paths with amazing networking potential.In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .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.Sales - Distribution SupportPosting End Date: 25/05/2024 Sun Life Financial
#
We have other current jobs related to this field that you can find below
-
Application Specialist
4 weeks ago
Toronto, ON, Canada Sryas - an Orion Innovation Company Full timeRole: Application Specialist Location: Toronto, ON. Details: Hybrid - Min. 3 days in office 1 year contract role The ideal candidate has: Knowledge & Experience working on Ordering, Orchestration, Provisioning, Billing – BSS Systems. Knowledge on different line of business-like Voice, Broadband, TV, IPTV, Mobility, DSL etc. Order Management. ...
-
Applications Specialist
7 days ago
Toronto, Ontario, Canada Designfusion Full timeDesignfusion is a dynamic, evolving company that is always looking for the right people to help our company grow. We look for people with industry experience who possess a positive "can do" attitude. People who are creative thinkers and not afraid to take on challenges. When we have a position open, we'll list the specific opportunity below. However, we are...
-
Application Specialist
4 weeks ago
Toronto, Canada Sryas - an Orion Innovation Company Full timeRole: Application Specialist Location: Toronto, ON. Details: Hybrid - Min. 3 days in office 1 year contract role The ideal candidate has: Knowledge & Experience working on Ordering, Orchestration, Provisioning, Billing – BSS Systems. Knowledge on different line of business-like Voice, Broadband, TV,
-
Application Specialist
3 weeks ago
Toronto, Canada Sryas - an Orion Innovation Company Full timeRole: Application Specialist Location: Toronto, ON. Details: Hybrid - Min. 3 days in office 1 year contract role The ideal candidate has: Knowledge & Experience working on Ordering, Orchestration, Provisioning, Billing – BSS Systems. Knowledge on different line of business-like Voice, Broadband, TV,
-
Senior Application Specialist
2 weeks ago
Toronto, Canada Matchtech North America Full timeMatchtech are working with a key client to support the recruitment of a Senior EcoSys Application Specialist in Toronto. This role requires full-time in office works, hybrid and remote working is not provided for this role. Description: The Sr. Applications Specialist collaborates with the clie
-
Application Specialist
7 days ago
Toronto, Ontario, Canada Sryas - an Orion Innovation Company Full timeRole:Application Specialist Position:Toronto, ONDetails:Hybrid Minimum3 days in-office 1-year contract role. The perfect candidate should possess: Expertise & Background in managing Ordering, Orchestration, Provisioning, Billing – BSS Systems. Understanding of various business segments such as Voice, Broadband, TV.
-
Application Security Specialist
2 weeks ago
Toronto, Canada Vtech Solution Inc Full time**Job Title: Application Security Specialist (Remote)** **Duration: 9+ months (with possible extension)** **Location: Remote** **Description of Services** - Assist Departments in assessing, selecting, implementing and verifying the effectiveness of security controls. - Vulnerability assessment interprets and compares results against the various business...
-
Application Support Specialist
3 weeks ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Application Support Specialist
3 weeks ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Application Support Specialist
3 weeks ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Application Support Specialist
1 month ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Application Support Specialist
1 month ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Application Support Specialist
3 weeks ago
Toronto, ON, Canada Fundserv Full timeAbout FundservFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
Sr. Applications Support Specialist
2 weeks ago
toronto, Canada Delpath Full timeJob Title: Sr. Applications Support Specialist/ Production Support Specialist Role- Contract to Hire/Permanent Job Description Summary: Reporting to the Leader, Application Operations the AppOps Sr. Specialist will be a hands-on developer with expertise in Application development, configuration,
-
Applications Specialist
3 weeks ago
Toronto, Canada Toronto Public Library Full timeThe Applications Specialist is responsible for supporting the Lead and Manager in implementing Specialist is also responsible for on-going operational support, which includes problem/incident resolution, routine maintenance, and delivering on enhancement and change requests. The business requirements for functionality, availability, and...
-
Junior Applications Specialist
7 days ago
Toronto, Ontario, Canada Designfusion Full timeDesignfusion is a dynamic, evolving company that is always looking for the right people to help our company grow. We look for people with industry experience who possess a positive "can do" attitude. People who are creative thinkers and not afraid to take on challenges. When we have a position open, we'll list the specific opportunity below. However, we are...
-
Application Support Specialist
1 month ago
Toronto, ON, Canada Fundserv Full timeAbout Fundserv Fundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration,...
-
ERP Application Specialist
2 weeks ago
Toronto, Canada City of Toronto Full time**Job ID**: 37606 **Job Category**:Information & Technology **Division & Section**:Technology Services, Technology Services Delivery **Work Location**: Metro Hall 55 John **Job Type & Duration**:Temporary, Full-time (12 month vacancy) **Salary**:$86,500.00 to $108,459.00 **Shift Information**: Monday to Friday, 35 hours per week **Affiliation**:...
-
Applications Specialist
7 days ago
Toronto, Ontario, Canada JMP Solutions - Canada Full timeApplications Specialist - JMP Solutions, a Convergix Company Dynamic. As an Applications Specialist , you will contribute to the development of 3+ project opportunities daily. You will visit customer manufacturing sites across North America to gain an understanding of customers' challenges and identify areas of opportunity (typical travel of 2 to 3 days...
-
Telecommute Application Support Specialist
1 month ago
Toronto, ON, Canada Fundserv Full timeFundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration, Adaptability, Integrity,...
