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:

This position offers an exciting opportunity to be involved in the administration of mutual fund registration for Sun Life Financial Distribution (SLFD) all across Canada. The Mutual Fund Licensing Associate provides timely, knowledgeable, and accurate client support within SLFD to assess and submit applications to regulators (including Quebec). We work closely with internal Compliance teams and provide technical and procedural guidance daily to Advisors, District Managers, Financial Centre Staff, Provincial Securities Commissions, and other business partners.

What will you do?

• Support Advisors, Managers and financial centre staff with acquiring the educational proficiency requirements needed to apply for mutual fund registration course enrolments  

• Provide expertise and excellent customer service through handling inquires related to mutual fund registration from SLFD, provincial regulators, commission staff and other internal partners

• Ensure current advisor and financial centre information is up to date and maintained on head office systems and regulator databases (AMF and NRD)

• Issue advisor agreements and rep codes for approved registrations

• Assist with mutual fund registration projects as needed

What you need to succeed?

• Knowledge of Sun Life Financial Distribution and Sun Life Dealer

• Experience with administration of Mutual fund or other security product licensing

• Advanced time management and organizational skills

• Canadian Investment Funds Course (CIFC) or equivalent is an asset

• Great customer service skills

• Problem solving and investigative skills

• Attention to detail with high level of accuracy

• Results oriented team player with a continuous improvement mindset

• System knowledge of M2, NRD and Univeris is an asset

• Knowledge of life insurance and mutual fund industry

• Strong skills in Microsoft Office (i.e. Word, Excel, Outlook)

• Strong ethics, confidentiality and integrity

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or 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 2023 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

*LI-MS

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 [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

45,600/45 600 - 74,700/74 700

Job Category:

Sales - Distribution Support

Posting End Date:

31/12/2024