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Dealer New Business Consultant

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le mars 9, 2023.

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:

Schedule: Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am – 6pm

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 will you do?

  • 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 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 do you need to succeed?

  • Proficient knowledge of the Dealer Operations' products and processes
  • Excellent customer service skills
  • Excellent problem-solving and decision-making skills
  • Excellent communication skills written/verbal
  • Excellent interpersonal skills
  • Excellent organizational and time-management skills
  • Self-motivated, self-directed, able to work independently
  • Mathematical aptitude
  • Strong attention to detail, problem solving and decision-making skills
  • Ability to work in a face paced environment with a sense of urgency
  • Bilingualism (French, English) required- interactions with English-speaking customers or partners


  • Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
  • Experience with Excel spreadsheets
  • Knowledge of CSW (customer service workbench)
  • Knowledge of FundServ and Univeris applications
  • Call centre experience
  • University/College diploma is an asset
  • IFIC Operations course or CSC Designation

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

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.

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:

41,700/41 700 – 68,000/68 000

Job Category:

Customer Service / Operations

Posting End Date: