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Added 1 min ago
Future Store Manager
David's Bridal
AB · MB · Cambridge, ON · Vaughan, ON
…team, create a consistent environment of world class customer service, and exceed sales plan. You are adynamic, attentive, and inspiring leader who has mastered relationship building with…
Added 16 mins ago
Financial Service Representative
Money Mart
New Minas, NS
This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company…
Added 46 mins ago
RP
Bilingual Customer Service Representative
Richards Packaging Inc.
QC · Lachine, QC
- Full-time
As a Customer Service Representative, you will play a key role in helping Richards Packaging Inc., achieve its objectives by managing all incoming customer inquiries related to products and…
Added 1 hour ago
WB
office equipment sales representative - wholesale (non-technical)
Wilson's Business Solutions
Dryden, ON
- Full-time
Added 1 hour ago
TA
Sales Representative
The Acquisition Group
Langley (District), BC
- Full-time
…people-focused individuals to represent TELUS through direct sales. If you're motivated by growth, enjoy working with people, and want a role where your performance creates real…
Added 1 hour ago
U
Route Trainee - UniFirst Canada
UniFirst
Clairmont, AB
- Full-time
…Trainee (RT) and take the first step toward a rewarding career in service and customer care. As an RT, you’ll receive hands-on training through our robust, blended learning programs while…
Added 1 hour ago
FE
Outside sales representative
Franklin Empire Inc.
Boucherville, QC
- $55,000 to $100,000 CAD / year
- Full-time
- Hybrid
Develop reports and proposals to illustrate benefits from use of good or service
Added 1 hour ago
MM
Retail sales representative
Marnics Mobile
Fort Frances, ON
- $17.95 to $19 CAD / hour
- Full-time
- On-site
Advertise and/or promote products, sales or services
Added 1 hour ago
WC
Inside Sales Representative I
White Cap Canada
Abbotsford, BC
- Full-time
Responsible for facilitating the sales process to generate new sales opportunities or upsell via phone, email, or other electronic communication. Oversee responses to customer order and…
Added 2 hours ago
M
Directeur(trice) développement des affaires
Mirego
Montreal, QC · Quebec, QC
- Full-time
At the core of Mirego's growth, you identify and qualify high-potential sales opportunities, build authentic relationships, and clearly communicate the value of what Mirego creates. Your…
Added 2 hours ago
HS
Customer Service Representative / Inside Sales
Hercules SLR
NS · Dartmouth, NS
- Full-time
We are looking for a full time Customer Service Representative/Inside Sales to join our team in our Stellar Industrial branch located in Dartmouth, NS. Our ideal candidate will represent…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
GP
Customer Service Representative
Genuine Parts Company
Moncton, NB · UAPINC
- Full-time
Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls.
Added 3 hours ago
CG
Lead, Operations
Canada Goose
Ottawa, ON · Rideau Centre
- Full-time
Teach, coach, and demonstrate service and selling behaviours that drive relevant KPIs and reflect a luxury culture and help each team member become a highly accountable and effective brand…
Added 3 hours ago
B
Customer Service Representative
Brenntag
Canada / Goreway
- Full-time
The Customer Service Representative is responsible for creating a positive customer experience by providing timely communication based on customer needs. This position is responsible for…
Added 3 hours ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Saint-Augustin, QC · Caisse Desjardins de Cap-Rouge – Saint-Augustin
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 3 hours ago
C
Financial Services Representative - Universal Banker - Beaconsfield, QC
CIBC
Beaconsfield, QC · Saint-Louis, QC
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative - Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 3 hours ago
C
Financial Services Representative II, TB Outbound (6 Month Contract)
CIBC
Toronto, ON
- Full-time
…reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in…
Added 3 hours ago
C
Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
- Full-time
…management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s…
Added 3 hours ago
C
Financial Services Representative
CIBC
Estevan, SK
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

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 19, 2026
Posting language: English
Posted: Oct 9, 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:

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:

18/10/2026

Apply About employer

More about this job

Responsibilities

The Account Resolution Representative investigates and resolves not-in-good-order transaction requests for mutual and segregated funds. They liaise with advisors and dealers to ensure timely updates while maintaining accurate records in proprietary software.

Requirements

Candidates should have experience in high-volume investment operations and proficiency with multiple software interfaces. Strong communication skills and the ability to work in a fast-paced, production-driven environment are essential.

Skills

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

Benefits

Incentive plans
Hybrid work flexibility

Visa sponsorship

Not detected in the job text

Keywords

Account Resolution Representative
Mutual Funds
Segregated Funds
NIGO
Investment Operations
Sun Life Global Investments
Automatic Work Distributor
Sales Force
Trade Documentation
Advisors
Dealers
MGAs
KPIs
SLAs
Estate Settlements
RESP Administration
IFIC Fund Operations
Canadian Securities Course
Hybrid Work
Financial Services

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