Bilingual Account Opening Branch Manager
3 hours ago
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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