Bilingual Account Opening Branch Manager

3 hours ago


Waterloo, Ontario, Canada Sun Life Financial Full time
Job Title: Bilingual Account Opening Branch Manager

At Sun Life Financial, we are seeking a highly motivated and experienced Bilingual Account Opening Branch Manager to join our team. As a key member of our operations team, you will be responsible for implementing and maintaining our account opening and maintenance program, ensuring compliance with regulatory requirements and industry standards.

Key Responsibilities:

  • Implement and maintain the Retail Wealth Management Operations, Account Opening and Maintenance program.
  • Provide subject matter expertise on account opening and maintenance related inquiries and requests from employees and branches.
  • Foster a culture of compliance throughout the business and organization.
  • Liaise with the Canadian SLCSI Operations Team and provide training to new operations staff.
  • Continually evaluate and improve departmental procedures and policies.
  • Manage new account approvals and updates, including non-managed and managed accounts.
  • Participate in internal and external regulatory audits.
  • Support investment advisors and portfolio managers with account opening and maintenance inquiries.
  • Provide ongoing operations education and training for registered personnel.

Requirements:

  • Bilingualism (French and English) is required for frequent interactions with colleagues and internal partners.
  • Successful completion of the Canadian Securities Course, Conduct and Practices Handbook, and Investment Dealer Supervisor Course.
  • Minimum 5 years' experience in the securities industry, with a minimum of 5 years' experience as a Branch Manager or Compliance Officer with a CIRO firm.
  • Strong leadership, communication, and interpersonal skills.
  • In-depth knowledge of investment products and financial markets.
  • Passion for client servicing and building strong relationships.

What We Offer:

  • A hybrid work environment.
  • A collaborative and inclusive culture.
  • Flexible benefits and wellness programs.
  • Opportunities for career growth and development.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.


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