Dealer New Business Consultant

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, 8:30am -4:30pm or 10am - 6pm

**About the role**:
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.

**What you will be doing**:

- Critical thinker.
- 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.

**What you need to succeed**:

- 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.
- 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.
- IFIC Operations course or CSC Designation.
- Exchange Traded Funds (ETF) course.

**What’s in it for you?**
- 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.

**Please note that there will be grammatical tests (French and English) in interview process.**

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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**:
47,000/47 000 - 77,000/77 000

**Job Category**:
Customer Service / Operations

**Posting End Date**:
17/08/2025