Team Lead - Mutual Fund Operations

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.

Job Description:

We're seeking a dynamic, Team Leader to join our Dealer Operations team.

Key responsibilities include team supervision, process improvement, workflow management, and ensuring regulatory compliance. The successful candidate will thrive in a fast-paced environment, demonstrate strong problem-solving skills, and have a commitment to continuous learning and development.

This ideal candidate possess a combination of strong leadership skills, technical expertise in the financial services industry, and the ability to drive innovation and results while maintaining a focus on team development and regulatory compliance. They should be able to balance the day-to-day operational demands with strategic thinking and continuous improvement initiatives.

What will you do?

• Lead, coach and motivate Consultants to deliver best-in class service of Sun Life products by providing clear Key Performance Indicators (KPIs), communication, direction and feedback through collection of statistics and review of work

• Maintain and support in career development of consultants

• Act as a primary point of contact for daily activities, targets and escalation cases that align within government, regulatory and corporate guidelines

• Partner with operations leaders for workload planning, resource allocation, and scheduling to ensure operational efficiency and productivity.

• Support continuous improvement and projects related to back office processes

• Foster an environment of innovation, curiosity, ownership and creativity

What do you need to succeed?

• 3+ years of leadership with direct reports

• Excellent customer service and interpersonal skills

• Strong understanding of Mutual, Segregated, Exchange Trade Fund industry

• Ability to foster innovation, curiosity, ownership, and creativity within the team

• Strong coaching and mentoring skills for team development

• Effective performance management and goal-setting abilities

• Strong data analysis skills and ability to leverage technology for performance improvement

• Excellent oral and written communication skills with ability to communicate effectively with various audiences at all organizational levels

• Strong prioritization and time management skills

• Completion of the Investment Funds in Canada (IFIC) Operations, Canadian Securities course (CSC) or Exchange Traded Funds (ETF) courses considered an asset

• Experience in a Dealer back office or Fund Company governed by MFDA or IIROC

• Experience in client and advisor resolutions (e.g., cost calculations, letter of indemnity, taxation, Errors & Omissions claims, and complaints) considered an asset

• Experience in the following systems: Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW) considered an asset

• Bilingualism (French, English, both oral and written) is an asset for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com .

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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