Dealer New Business Consultant
Dealer New Business Consultant
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:
Schedule: Phone shift schedule rotates monthly. Shifts times are: 8am-4pm 8:30am -4:30pm or 10am 6pm
About the role:
The Dealer Operations Team is looking for an exceptional customer-oriented team player who is eager to join a growing fast paced challenging environment. The skills required of the successful candidate will ensure customer relationships are enhanced and contribute to building strong customer loyalty.
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.
- Communicate with peers and fund companies via phone and email.
- 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 Qubec.
- 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).
- Knowledge of FundServ and Univeris applications.
- Call center experience.
- University/College diploma.
- IFIC Operations course or CSC Designation.
- Exchange Traded Funds (ETF) course.
Whats 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.
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 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 .
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:
47000/47 000 - 77000/77 000Job Category:
Customer Service / OperationsPosting End Date:
17/08/2025Required Experience:
Contract
Employment Type
Full-Time
