Team Leader, Investment 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:

The Team Leader for the Investment Operations will provide leadership to a team of CSR's and Consultants. The team's goal is to provide excellent customer service while setting up and administering Guaranteed Investment policies for our Clients, Advisors, and Brokers.

What will you do?

• Act as the primary resource for the team by providing direction on overall targets, workload management, processes, and projects
• Proactively address client, advisor, and broker needs and address complaints that may be escalated to you
• Develop, strengthen, and maintain relationships with our business partners
• Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence, quality and financial commitments to our customers
• Build a stable, collaborative team by hiring ideal candidates who will fit with our culture, have strong customer service focus, and provide ongoing coaching for the team’s continued development
• Adhere to and ensure the integrity of Sun Life Financial's business practices and policies

What do you need to succeed?

• Prior leader experience
• Strong interpersonal and communication skills - written and verbal
• Positive attitude with a drive to succeed
• Ability to build and sustain a strong teamwork culture
• Critical thinking and customer service skills
• Analytical , problem solving, and decision making skills
• Adaptability, flexibility, and ability to lead through change
• Time management, prioritization, and organization skills
• Ability to present to senior leadership
• 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.

Assets:

• A bachelor's degree or equivalent business experience
• Insurance and wealth industry experience

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

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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.

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