Operations Specialist, Distribution Operations Support

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:

Sun Life Global Investments - where ambition meets opportunity!

There are many reasons why we’ve become one of the fastest-growing retail and institutional managers in Canada - and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.

We see possibility in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments businesses, we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us -and invest in a career that invests in you.

Join our dynamic Business Innovation team within Sun Life Global Investments as a Distribution Operations Support specialist. This fast-paced role offers the opportunity to make a direct impact on our sales teams' success while working collaboratively with skilled colleagues.

As a member of our team, you will be accountable for completing assigned Business Partner requests in a timely and accurate manner within service level agreements. By completing and maintaining requests, you will enable the sales teams’ we support their ability to manage their sales territory and target opportunities. This role requires you to have excellent communication and business partner service skills, proven time-management skills, and the demonstrated ability to work well within a team environment. Distribution Operation Support is part of the Business Innovation team within Sun Life Global Investments and you’ll report to the Senior Business Partner Consultant.

What will you do?

• Establish strong collaborative working relationships with Business Partners from all three Distribution Teams, Insurance Independent Distribution, Sun Life Financial Distribution Insurance and Wealth Distribution to help solve business problems with creative solutions

• Manage and execute work in-take requests from our business partners via our Customer Management Tool (CRM) and our internal team email in-box

• Accurately and efficiently create new advisor records and maintain data within CRM

• Perform Internal Data Audits which include data analysis, identification of discrepancies and completing the notification procedures

• Support the preparation and submission of JIRA tickets which could include data analysis, creation of submission file and verification of results

• Identify improvements with our Business Operational Process documentation

What do you need to succeed?

• Communication & Collaboration: Excellent interpersonal and communication skills with demonstrated ability to work effectively both independently and as part of a collaborative team with a strong service-oriented mindset

• Project & Priority Management: Proven track record managing multiple priorities simultaneously while maintaining quality standards and meeting tight deadlines

• Analytical & Problem-Solving: Creative problem-solver who develops analytical solutions leveraging business processes and technology to drive results

• Adaptability: Flexible and quick-thinking professional who thrives in dynamic environments where priorities shift and responds with efficiency and accuracy

• University Degree or College Diploma in Business Administration or related field

• Client-focused individual contributor with a commitment to efficient and accurate task completion

Technical Skills:

• Proficiency with Microsoft Excel including advanced functions (V-Lookups, Pivot Tables)

• 1 to 3 years of hands-on experience with data creation and maintenance in Client Relationship Management (CRM) platforms

• Strong attention to detail with a track record of delivering accurate, high-quality work

• Experience with Sales Enablement Tool, Event Management Tool, Business Intelligence and Analytics Software an asset

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 2025 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.

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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