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Added 2 hours ago
CP
Weekend Snapdragon Sales and Training Expert (Canada)
Channel Partners
Edmonton, AB
- Part-time
Utilize our partners' Point of Sale system to independently process and finalize consumer transactions and service activations
Added 2 hours ago
CA
Client support representative - systems
CCFS Accounting Services Inc.
Oakville, ON
- From $36 CAD / hour
- Full-time
- On-site
Consult user guides, technical manuals and other documents to research and implement solutions
Added 4 hours ago
HS
Technical sales representative
HVAC Systems & Solutions
Port Coquitlam, BC
- From $43 CAD / hour
- Full-time
- On-site
Added 4 hours ago
SM
RQ11639 – UX Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11639
Added 4 hours ago
SM
RQ11639 – UX Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11639
Added 6 hours ago
G
Field Sales Representative
GMA
Montreal, QC
- Full-time
Company Description GMA is a dedicated technical representative organization focused on building strong, mutually beneficial relationships between manufacturers and customers. The company…
Added 8 hours ago
LL
technical sales representative
Lac-Mac Limited
London, ON
- Full-time
Develop reports and proposals to illustrate benefits from use of good or service
Added 11 hours ago
RE
Technical sales representative
R.D.M EQUIPMENT SALES & RENTALS LTD.
Surrey, BC
- From $41.03 CAD / hour
- Full-time
- On-site
Develop reports and proposals to illustrate benefits from use of good or service
Added 11 hours ago
Specialist, Quality Control Documentation
Velan Inc.
Montreal, QC
…company is recognized for the quality of its products, its technical expertise, and its human and collaborative corporate…
Added 14 hours ago
M
Sales representative - wholesale (non-technical)
Merchery
Montréal, QC
- $34.62 to $36 CAD / hour
- Full-time
- Hybrid
Added 15 hours ago
CH
Project Services Sales Representative (Remediation Services)
Clean Harbors
Vancouver, BC
- Full-time
…relationships, including follow up, support, problem solving, technical, regulatory and service…
Added 15 hours ago
CH
Project Services Sales Representative
Clean Harbors
Edmonton, AB
- Full-time
…relationships, including follow up, support, problem solving, technical, regulatory and service…
Added 16 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Viessmann is looking for a dynamic Inside Sales Representative to join our team in Langley, BC. In this role, you’ll be the operational backbone of our sales engine - ensuring flawless…
Added 16 hours ago
SM
RQ11639 – UX Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11639
Added 18 hours ago
S
Project Manager I - BC Mental Health and Substance Use Services
Sanya’k̓ula
BC · British Columbia, Canada
- Full-time
…Working closely with clinical, operational, corporate, and technical leaders, the Project Manager supports facility activation, occupancy, and opening by developing workplans, coordinating…
Added 18 hours ago
TT
Systems Specialist (Signals) (13530)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
…Communities which continues the TTC’s legacy of delivering service to hundreds of millions of customers a year. The TTC’s new vision and mission statements also help promote the many…
Added 18 hours ago
KC
Customer service representative supervisor
Kenan Courier and Logistics
North Bay, ON
- From $26.5 CAD / hour
- Full-time
- On-site
Resolve work problems, provide technical advice and recommend measures to improve productivity and product quality
Added 20 hours ago
RP
Inside Sales Representative
Rex Power Magnetics
Vaughan, ON
- Full-time
- Post-Secondary education in a business or administrative field, with complementing training/education in electrical/technical field. Additionally, strong computer skills, including…
Added 22 hours ago
C
Customer Service Representative (On-Site)
Concentrix
NS · Glace Bay, NS
- Full-time
Join a world-class team in Cape Breton, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 22 hours ago
S
Account Development Representative II
Samsara
Toronto, ON
- $81,515 to $105,490 CAD / year
- Full-time
The Account Development Representative (ADR) job is the launching point for an individual looking for a successful career in SaaS sales. In this role, you will be at the front of Samsara’s…
Added 23 hours ago
S
Outside Sales Representative
SiteTalent
Burnaby, BC
- $65,000 to $70,000 CAD / year
- Full-time
Outside Sales Representative - Wholesale Distribution
Added 1 day ago
F&
Showroom Assistant, Color & Design Sales
Farrow & Ball
Toronto, ON
- $20.5 CAD / hour
- Full-time
Promote and sell Farrow & Ball's Colour Consultancy service, providing knowledgeable guidance on colour selection, coordination, suitability, and use within a space.
Added 1 day ago
C
Customer Service Rep (Travel Enthusiast) On-Site
Concentrix
Dartmouth, NS
- Full-time
Join a world-class team in Dartmouth, NS, as a Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer experiences and…
Added 1 day ago
WB
Office equipment sales representative - wholesale (non-technical)
Wilson's Business Solutions
Dryden, ON
- Full-time
Added 1 day ago
V
Inside Sales Representative
Valinflo
Laval, QC
- Full-time
The Technical Inside Sales Representative is the first point of contact for customers on pricing requests, quotations, and order follow-up. The role requires a solid technical understanding…

Sun Life

Bilingual Account Resolution Representative

Toronto, ON, Canada
Montreal, QC, Canada
Sun Life Toronto One York, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 17, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

1 year contract

Job description

The Account Resolution Representative (ARR) is responsible for the investigation, follow up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds distributed by Sun Life Global Investments. The ARR validates trade and account related documentation using a proprietary software interface and liaises with Advisors, Dealers and MGAs to obtain efficient and timely resolution of trade and account updates. The ARR works in a volume and production driven environment where speed, quality, keen eye to detail, concurrent multi-tasking with multiple software interfaces, and communication prowess matter.

Qualifications

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.
Knowledge of Mutual Fund and Segregated Fund products and administration
Ease working concurrently with multiple software interfaces and tech applications
Well organized with the ability to multi-task and forge positive relationships while maintaining excellent KPIs, service quality and SLAs
Excellent communication skills by phone and email, ability to communicate complex steps succinctly
Experience within a high volume Investment Operations setting
Demonstrated problem solving capabilities; ability to analyze data and make recommendations
Results oriented; takes personal accountability
Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday

Preferred skills

Knowledge of wealth products offered by Sun Life Global Investments
Knowledge of complex investment fund processes including Estate Settlements, locked plan administration, and RESP administration
IFIC Fund Operations or Canadian Securities Course is an asset
Experience with the distribution network and various operating systems used within the investment fund industry

Responsibilities

Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Sales Force contact information and customized contact sheets
Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution
Respond to follow up inquiries from Advisors by phone and email
Participate in account cleanups and ad hoc initiatives
Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
Weekly chair duties which include being the huddle master and email inbox monitor
Escalate exception cases to Team Lead
Contribute to continuous improvement by recommending well-thought out changes
Develop into a SME on a specific topic and participate in projects as required
Demonstrate active team engagement in events and knowledge transfers

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.

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.

Salary Range:

54,600/54 600 - 84,800/84 800

Job Category:

Customer Service / Operations

Posting End Date:

16/10/2026

Apply About employer

More about this job

Responsibilities

The Account Resolution Representative is responsible for investigating and resolving not-in-good-order transaction requests for mutual and segregated funds. They must liaise with advisors and dealers while maintaining high standards of quality and speed in a production-driven environment.

Requirements

Candidates should have experience in high-volume investment operations and possess strong knowledge of mutual and segregated fund products. Proficiency in managing multiple software interfaces and excellent communication skills are essential for this role.

Skills

Account resolution
Mutual funds
Segregated funds
Data validation
Communication
Problem solving
Multi-tasking
Investment operations
Salesforce
Customer service
Attention to detail
Financial services
Relationship management
Time management
Technical proficiency

Benefits

Incentive plans
Hybrid work flexibility

Visa sponsorship

Not detected in the job text

Keywords

Account Resolution
Mutual Funds
Segregated Funds
NIGO
Investment Operations
Salesforce
Automatic Work Distributor
Financial Services
Trade Documentation
Advisors
Dealers
MGA
Estate Settlements
RESP Administration
IFIC Fund Operations
Canadian Securities Course
Data Analysis
KPIs
SLAs
Hybrid Work
Client Service
Wealth Products
Transaction Processing
Compliance
Continuous Improvement

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