Resolutions Consultant

3 weeks ago


Montréal, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Reporting to the Manager Resolution Training and Quality Assurance, this role is** **accountable for the investigation and processing of corrections resulting from Advisor, Client and Operations errors. You will work closely with market base complaints, the ombudsmen, legal, and compliance partners to arrive at case resolution that balance client, Advisor, and Sun Life interests. You will gather information from correction cases to help inform business of process improvements and continuous improvement opportunities

**Accountabilities overview**:
**Process corrections within service level agreements, while maintaining a balance between Advisor and client experience and Dealer business objectives**
- Investigate errors resulting from various sources (Advisor, operational, system problems, etc.) and determine the origin, cost, and associated work to resolve the error
- Act as the Service Recovery Champion for dealer and is responsible for the handling of Service Recovery cases
- Partner with fund company Resolutions teams and complete Letter of Indemnity for fund company
- Manage all communication and negotiation associated with the errors from all vendors, internal partners, Advisors, and clients
- Develop and maintain strong, positive relationships with Advisors and District Directors (DD), Business Development Partners (BDPs), and Business Development Consultants (BDCs)
- Partner effectively with other staff, specifically within Individual Wealth and the Dealer, to resolve issues

**Identify operational process opportunities resulting from corrections to support improvements in business model**
- Accountable for small business projects and initiatives within Dealer Operations that support overall improvements in any business processes and operational capabilities
- Act as a consultant on a wide variety of queries and inquires from members across Dealer Operations related to process, complex cases, and escalations
- Requires a high level of professionalism, sensitivity, and strong communication skills

**What you need to succeed**:

- University or post secondary degree with minimum of 2-3 years of experience in a mutual fund operations role
- Completion of IFIC Operations Course or equivalent
- Preference for strong knowledge of the following systems: CSW, Univeris, SV i-App, eCISS, SLGIConnect, and mySERV
- Broad knowledge of individual wealth products and procedures including solid knowledge of compliance policies
- Understanding of market-based products administered by Sun Life
- Proficient with Microsoft Excel, Word, PowerPoint and Visio
- Analytical, problem solving, and investigative skills
- Bilingualism (French, English) required
- interactions with English-speaking customers or partners

**Why join Sun Life**:

- 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
- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Being part of our journey in developing the next greatest digital experience
- Working together, sharing common values and encouraging growth & achievement

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
41,700/41 700 - 68,000/68 000

**Job Category**:
Customer Service / Operations

**Posting End Date**:
31/03/2023



  • Montréal, Canada J.S. Held Full time

    **Claims and Dispute Resolution Consultant** J.S. Held is a global professional services/consulting firm specializing in construction, forensic architecture & engineering, environmental, health & safety services, equipment, water and fire restoration, and forensic accounting services. J.S. Held is actively seeking a Consultant for the Construction Advisory...

  • Consultant

    1 month ago


    Montréal, QC, Canada Revay and Associates Limited Full time

    Consultant Construction Claims and Dispute Resolution Revay and Associates Limited (Revay) is Canada’s consultant of choice in construction dispute resolution, project management, project controls and risk management services. Our maxim is “experience plus expertise equals excellence” . Revay is seeking a bright, enthusiastic and motivated...

  • Senior Consultant

    4 days ago


    Montréal, QC, Canada Revay and Associates Limited Full time

    Senior Consultant Construction Claims and Dispute Resolution Revay and Associates Limited (Revay) is Canada’s consultant of choice in construction dispute resolution, project management, project controls and risk management services. Our maxim is “experience plus expertise equals excellence” . We value integrity, rigour and common sense. Revay is...


  • Montréal, Canada INNOOVA Full time

    Primary operational point of contact for ServiceNow platform operations - Provide support and resolution to escalated ServiceNow platform incidents - Coordinate with the project and IT teams and manage deployments across production and sub-production instances - Develop and promote platform enhancements (e.g. flows, catalogue items, form enhancements,...

  • Sre Consultant

    1 month ago


    Montréal, Canada Reveille technologies Full time

    **Position: SRE Consultant** **Location: Montreal, Canada (Day 1 onsite hybrid model)** **Required Qualifications / Skills**: Standard RPE and excellent communication skills both written and verbal. Strong Linux skills Experience w/ Python for task automation Good communication skills Experience with Incident management processes Oncall support is...

  • Associate Consultant

    1 month ago


    Montréal, Canada Revay and Associates Full time

    **Opportunity**: Revay and Associates Limited (Revay) is Canada’s consultant of choice in construction dispute resolution, project management, project controls and risk management services. Our maxim is _“experience plus expertise equals excellence”_. **Responsibilities**: - Be involved in the evaluation and preparation of construction schedules,...

  • As/400 Consultant

    2 weeks ago


    Montréal, Canada Atlantis IT group Full time

    **Job Title: AS/400 Consultant** **Location: Montreal, QC (Bilingual) - FRENCH** **Duration: long Term Contract** - Experience on AS400 programming - RPGLE, RPG, SQL, CL, CLLE - Understand of Batch processing - Exposer to Debug, ROBORT SCHEDULER - Free Format SQL programming - Good to have knowledge on Service now, Wealth Management Experience **Roles &...

  • Senior Consultant

    4 days ago


    Montréal, QC, Canada Revay and Associates Limited Full time

    Senior Consultant Construction Claims and Dispute Resolution Revay and Associates Limited (Revay) is Canada’s consultant of choice in construction dispute resolution, project management, project controls and risk management services. Revay is seeking a bright and motivated senior consultant with experience in the Canadian construction industry to join...


  • Montréal, Canada ADP Full time

    **POSITION TITLE: HRMS Support Consultant - Bilingual** **REPORTS TO: Manager, Client Services** **WORK HOURS**:Monday to Friday, 8:00 a.m. - 8:00 p.m** **LOCATION: Montreal, QC - Dartmouth, NS** NOTE TO ADP ASSOCIATES At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently...

  • Av Systems Consultant

    1 month ago


    Montréal, Canada McGill University Full time

    **POSITION CONTEXT** Support the IT infrastructure with specific emphasis on AV. The incumbent will work closely with clients and other IT Professionals to assess needs, design, build and test workflows using the McGill University’s batch scheduling tool and supporting software. Other responsibilities include configuration of release packages and...


  • Montréal, Canada McGill University Full time

    Please refer to the job aid for instructions on how to apply. POSITION CONTEXT Support the IT infrastructure with specific emphasis on AV. The incumbent will work closely with clients and other IT Professionals to assess needs, design, build and test workflows using the McGill University’s batch scheduling tool and supporting software. Other...

  • Consulting Actuary

    4 weeks ago


    Montréal, Canada WTW Full time

    Do you want to be part of a market leading, strategic team focused on innovation and excellence? Are you looking to develop your skills with opportunities for career growth? Do you want to be part of a diverse team where everyone is heard, respected, and valued? Look no further WTW is the place for you! **The Role** In this role at WTW you will: - Serve...


  • Montréal, Canada RGA Full time

    **Position Overview** Reporting to the Director, Underwriting, the Underwriting Consultant assumes responsibility for the risk selection in order to meet departmental objectives. **Responsibilities** - Underwrites complex facultative underwriting risks, according to RGA underwriting guidelines - Possesses an advanced understanding of both medical and...


  • Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **_Disability Medical Coordinator_** The Disability Medical Coordinator medically manages complex disability claims in a pro-active manner. This involves working directly with a claimant’s attending physician to achieve a level of functional improvement that supports the earliest possible return to employability....


  • Montréal, QC, Canada Vensure Employer Solutions Full time

    About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process...


  • montréal (westmount), Canada Vensure Employer Solutions Full time

    About UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over...

  • IT Specialist Level 3

    1 month ago


    Montréal, Canada MSP OPERATIONAL CORP Full time

    Whether you're looking for a career change in IT, are a business in need of IT support or IT staffing, let Groupe Access Powered by MSP Corp. be your next step to success. As one of Canada's leading cybersecurity and information technology (IT) services companies, we have a range of services to offer our diverse clientele, large and small. This also means...


  • Montréal, Canada Intact Full time

    Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...

  • Netbackup Consultant

    2 weeks ago


    Montréal, Canada AppTad Technologies Pvt Ltd Full time

    **Job Title: Consultant-NetBackup APS** **Job Location: Quebec, Canada (Onsite)** **Job Duration: Long-Term Job Description**: **The purpose of this job is to provide all aspects of NetBackup administration and provide technical guidance and support to junior (L1) NetBackup administrators.** **This position will also handle escalated incidents and perform...


  • Montréal, Canada Cox Automotive Full time

    It's an exciting time to work at COX Automotive. Everyday consumers and automotive dealers connect with each other using our software. Whether it's scheduling service appointments through a variety of devices (web, mobile phone, in-vehicle), looking up the repair history for your vehicle, or finding prices or promotions for repairs and maintenance, our...