SLCSI Bilingual Account Opening Branch Manager

1 month ago


Toronto, Ontario, Canada Sun Life Full time

Key Responsibilities:

  • Implement the Retail Wealth Management Operations, Account Opening and Maintenance program for Sun Life Canada Securities Inc. (SLCSI).
  • Develop and maintain a strong understanding of CIRO regulations and compliance requirements.
  • Serve as a key point of contact and subject matter expert on Account Opening and Maintenance related inquiries and requests from employees and branches.
  • Liaise with the Canadian SLCSI Operations Team and provide training to new Operations staff.
  • Evaluate the effectiveness of departmental procedures and participate in developing, maintaining, and implementing changes to policies and procedures.

Requirements:

  • Bilingualism (French, English) is required for frequent interactions with English and French-speaking colleagues.
  • Strong leadership, communication, and interpersonal skills.
  • Deep knowledge of investment products and financial markets.
  • Passion for client servicing and building strong relationships.
  • Ability to work independently and under pressure.

What's in it for you?

  • Hybrid work environment.
  • Opportunity to move along a variety of career paths with amazing networking potential.
  • Environment of continuous learning and improvement.
  • Access to our Global Learning Centre, available 24/7 for your learning needs.


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