New Business Consultant

6 days ago

Waterloo, 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.

**Schedule**: Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am - 6pm

**Salary**: 55K

This role will complete financial and non-financial transactions daily in addition to providing support to our advisors. The consultant will be responsible for ensuring transfers, trades, and all other nominee and client name related tasks are completed accurately and within service standards.

**Major accountabilities**:

- Handle advisor and client calls for Nominee Name or Client Name platform
- Process transactions, including financial trades and transfer requests within service standards
- Complete all work with a high attention to detail and accuracy
- Follow up on external transfers to expedite the transfer of funds to Sun Life
- Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
- Work with Data Integrity team to resolve any Nominee reconciliation issues
- Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
- Processing of taxation slips/receipts using Customer Service Workbench
- Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
- Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
- Process corrections and complete Letter of Indemnity for fund companies

**Competencies**:

- Knowledge of the Dealer Operations' products and processes
- Customer service skills
- Problem-solving and decision-making skills
- Communication skills written/verbal
- Interpersonal skills
- Organizational and time-management skills
- Self-motivated, self-directed, able to work independently
- Mathematical aptitude
- Attention to detail, problem solving and decision-making skills
- Ability to work in a face paced environment with a sense of urgency

**Assets**:

- Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
- Experience with Excel spreadsheets
- Experience with Account Transfers Online Notification (ATON)
- Knowledge of CSW (customer service workbench)
- Call center experience
- University/College diploma is an asset
- IFIC Operations course or CSC Designation
- Exchange Traded Funds (ETF) course

**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**:
43,200/43 200 - 70,800/70 800

**Job Category**:
Customer Service / Operations

**Posting End Date**:
07/06/2024

  • Business Analyst Consultant

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Business Consultant

    3 weeks ago

    Waterloo, 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...

  • New Business Coordinator

    3 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    New Business Coordinator Waterloo, ON, Canada Req #2294 Tuesday, June 11, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...

  • New Business Administrator

    1 week ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • New Business Coordinator

    3 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Business Analyst Consultant

    2 months ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...

  • New Business Coordinator

    1 week ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Senior New Business Administrator

    6 days ago

    Waterloo, Canada Equitable Life of Canada Full time

    Senior New Business Administrator Waterloo, ON, Canada Req #2324 Thursday, June 27, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth...

  • Senior New Business Administrator

    3 days ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Senior New Business Administrator

    3 days ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Manager, Individual New Business

    2 weeks ago

    Waterloo, Canada Equitable Life of Canada Full time

    Manager, Individual New Business Waterloo, ON, Canada Req #2317 Monday, June 17, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...

  • Manager, Individual New Business

    2 weeks ago

    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Business Systems Consultant, aos Operations

    2 weeks ago

    Waterloo, 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...

  • Manager, Individual New Business

    6 days ago

    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today. ...

  • Specialist, Business Process New

    5 days ago

    Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7241 Category: Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : $66,300 - $122,100 Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions,...

  • EDI Consultant

    4 weeks ago

    Waterloo, Canada CB Canada Full time

    EDI Consultant Procom is seeking an EDI Consultant for our large enterprise client in the software space.EDI Consultant Job DetailsThe EDI Consultant team member will work on for-fee product implementations, upgrades, or integration projects. Expertise and work efforts are entirely focused on proprietary software products. Duties may be performed remotely...

  • Employer Relations Consultant

    4 weeks ago

    Waterloo, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Employer Relations Consultant**: - **Requisition #**:23-650**: - **Campus**: Waterloo - **Department**: Talent Hub/Co-operative Education - **Starting Rate**: $39.15 - **Payband Range**: $39.15 - $45.38 - **Hours/Week**: 35 - **Posting Date**: Wednesday, August 2, 2023 - **Closing Date**: Wednesday, August 16, 2023...

  • New Graduate Scientist

    4 weeks ago

    Waterloo, Canada GHD Full time

    Join a global professional services leader. We are committed to solving the world’s biggest challenges in the areas of water, energy and urbanization. Our Waterloo office is looking to fill an entry-level New Graduate Scientist position in our growing North American Contamination Assessment and Remediation Operations. The North America Risk Assessment...

  • Knowledge Consultant

    3 weeks ago

    Waterloo, 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...

  • Technology Solution Director New

    2 weeks ago

    Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7199 Category : Technology Solutions Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : $97,000 - $178,800 Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...