Regional Account Manager
17 hours ago
Bilingual Account Opening and Maintenance Manager, Sun Life Canada Securities Inc.
Job Summary:We are seeking a highly motivated and experienced professional to join our team as a Regional Account Manager. As a key member of our operations team, you will be responsible for managing the account opening and maintenance process for Sun Life Canada Securities Inc.
Key Responsibilities:- Implement the Retail Wealth Management Operations, Account Opening and Maintenance program covering Sun Life Canada Securities Inc.
- Provide training to new Operations and other staff members.
- Continually evaluate the effectiveness of departmental procedures and participate in developing, maintaining, and implementing changes to the policies and procedures.
- Manage new account approvals and account updates.
- Participate in internal as well as external regulatory audits.
- Support Investment Advisors and Portfolio Managers with Account Opening and Maintenance inquiries.
- Provide ongoing Operations, Account Opening and Maintenance education and training for registered personnel.
- 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.
- Canadian Securities Course OR CFA Level 1 (or higher), Conduct and Practices Handbook, Investment Dealer Supervisor Course (formerly Branch Manager's Course).
- Minimum 5 years securities industry experience, with minimum 5 years' experience as a Branch Manager or Compliance Officer with a CIRO firm focused on account opening and account maintenance with an extensive understanding of approval and regulatory requirements.
- In-depth knowledge of investment products and financial markets.
- Passion for client servicing and building strong relationships.
- Monitoring Account Opening and Maintenance, with all rules, regulations, and laws.
- Implementing the firm's policies and procedures.
- 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.
- Wellness programs that support the three pillars of your health – mental, physical, and financial.
Sun Life Financial is a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
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