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:

Location: Hybrid
 

You will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds.  You will perform multiple transactions to complete all aspects of advisors inquiries within standard guidelines, and will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests.You will ensure the delivery of a consistent high quality level of customer service experience in accordance with Sun Life Canadian Operations standards.

What will you do ?

• Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products

• Ensure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or escalate if necessary, any daily operational service issues

• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries

• Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.

• Assist with department projects and initiatives as needed
   

What do you need to succeed?

• Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC) or willing to complete within 1 year

• Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products

• At least 1 year of customer service experience

• Strong communication organization and prioritization skills

• Solid analytical and problem solving skills with the ability to cope in fast-paced, demanding environment

• Proficient computer and math skills

• Maintains punctuality and adherence to set schedule; must be willing to work flexible shifts between 8am- 8pm from Monday to Friday

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

What's in it for you ?

• A comprehensive paid training program to set you up for success

• A collaborative and interactive team environment

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

• We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to  Work® Canada

Unique Requirements:

• Overtime is required depending on the volume of work

• Work week is Monday to Friday between 37.5 - 40 hour per week (shift between 8am to 8pm)

  ​

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:

44,700/44 700 - 73,200/73 200

Job Category:

Customer Service / Operations

Posting End Date:

13/09/2024