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Added 1 hour ago
FC
Member Service Representative (Part-Time)
FirstOntario Credit Union
St. Catharines, ON
- Part-time
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as…
Added 1 hour ago
C
Senior Account Manager - Financial Institutions
Corpay
Toronto, ON
- Full-time
…part of the application or interview process, please notify a representative of the Human Resources…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Terrebonne, QC
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 2 hours ago
Assistant Store Manager
Rogers Communications
Edmonton, AB
Customer Engagement: Enhance the retail experience by providing best in class service and value-added solutions to our customers through promoting Rogers & Fido brands including Rogers…
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- $16 to $25.8 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 2 hours ago
TH
Merchandising Execution Associate Part Time - 7226 Parry Sound
The Home Depot
Parry Sound, ON
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 2 hours ago
T
Sales Support Administrator
Torstaff
Vaughan, ON
- Full-time
In this role, the National Sales Support Representative is responsible for providing efficient and professional support to the sales team. This role is dynamic and requires a high level of…
Added 2 hours ago
AG
Field Representative - Alcoholic Beverages
Acosta Group
Toronto, ON · Etobicoke, ON
- Full-time
Communicate effectively with store staff regarding tasks, sales activities, promotions, client objectives and work completed.
Added 2 hours ago
BB
Senior Technician - Security
Bosch Building Technologies North America
AB · Edmonton, AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…
Added 3 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 3 hours ago
NM
Business Development Representative
NewLife Marketing
Barrie, ON
- Full-time
Business Development Representative (BDR) - Full-Time, In-Office
Added 3 hours ago
I
Seasonal Customer Experience Representative
Indigo
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 3 hours ago
FE
Inside Sales Representative
Franklin Empire Inc.
Newmarket, ON
- $50,000 to $60,000 CAD / year
- Full-time
We are currently seeking an Inside Sales Representative for our Newmarket branch.
Added 3 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 3 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 3 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 3 hours ago
TH
Merchandising Execution Associate Part-Time - 7052 Regina
The Home Depot
Regina, SK
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 4 hours ago
C
Financial Service Representative II
CIBC
Burnaby, BC
- 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…
Added 4 hours ago
T
Part Time Sales Representative | Royal City Centre
TELUS
New Westminster, BC
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 5 hours ago
C
Financial Services Representative ll
CIBC
BC
- 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…
Added 5 hours ago
MB
Territory Manager - Central Ontario (Collingwood/Barrie to Markham Region)
Muskoka Brewery
Bracebridge, ON · Toronto, ON
- Full-time
As the community ambassador of our brands, the Territory Sales Representative is required to reside within the heart of the territory.
Added 5 hours ago
CN
Sales - Outside Sales Representative - Pickering
Contractor Nation
Laval, QC
- Full-time
We are looking for an ambitious Outside Sales Representative who is results-driven and ready to grow their career with a recognized and rapidly expanding company.
Added 5 hours ago
PT
Senior Technician - Security
Paladin Technologies
AB · Edmonton, AB
- Full-time
…installation blueprints and plans from Project Managers and Sales Teams to complete…

Sun Life

Bilingual Customer Service Representative - Mutual funds Operations

Toronto, ON, Canada
Waterloo, ON, Canada
Montreal, QC, Canada
Sun Life Montreal Metcalfe, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Nov 4, 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:

The Dealer Operations Team seeking an exceptional, customer-oriented team player eager to join our growing, fast paced, and challenging environment.

As a Bilingual Customer Service Representative - Mutual funds Operations you'll play a key role in the day-to-day servicing of English and French Advisors/ Clients across Canada. Specializing in Nominee and Client name platforms, managing transactions in Mutual funds, Segregated funds, Exchange Traded Funds and Liquid Alternatives. In this role you will acquire foundational knowledge of products and procedures and build up to managing complex cases. With the constant evolution of technology, having strong consultants who provide personalized support allows us to focus on a high end client experience while strengthening the Sun Life brand.

What will you do?

Resolve advisor inquiries with a client-centered approach, demonstrating flexibility and adaptability
Prioritize work to meet 4pm market deadlines for deposits and withdrawals of funds
Navigate complex and time-sensitive cases using critical thinking and problem-solving skills
Communicate effectively via email and phone with Advisors, fund companies, and related teams
Complete all work with high attention to detail and accuracy
Act as an escalation point of contact, taking ownership of cases end-to-end
Review documentation and information at account opening
Action transfers of client accounts internally and externally
Support quality checks and reconciliation of financial work through control reports
Work closely with advisors to complete sensitive cases such as Estate/Death claims, Unlocking of funds, and Marriage breakdowns
Maintain accuracy of tax coding for transactions and resolve tax-related inquiries
Process corrections and complete Letters of Indemnity for fund companies
Collaborate with internal teams to resolve cases and identify continuous improvements of internal processes

What do you need to succeed?

Excellent customer service skills with a focus on putting the client first
Strong problem-solving and decision-making abilities, with a willingness to learn and apply new methods and tools
Outstanding written and verbal communication skills, able to relate openly with diverse groups
Self-motivated and self-directed, with the ability to work independently and as part of a team
Mathematical aptitude and attention to detail
Ability to work in a fast-paced environment with a sense of urgency
University/College diploma
Understanding of Mutual, Segregated, and Exchange Traded Funds
Strong prioritization and time management skills
Enthusiasm for learning and adopting new technologies
Interest in understanding how the business works and applying detailed business information to your work
Ability to remain calm and focused despite disruptions or obstacles
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

Please note that there will be grammatical tests (French and English)

Assets:

Call center experience
Completion of Investment Funds in Canada (IFIC) Operations, Canadian Securities Course (CSC), or Exchange Traded Funds (ETF) courses
Experience with systems such as Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW)

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

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:

52,500/52 500 - 81,500/81 500

Job Category:

Customer Service / Operations

Posting End Date:

13/11/2026

Apply About employer

More about this job

Responsibilities

Respond to advisor and client inquiries in English and French, process mutual fund and related investment transactions, and manage account openings, transfers, sensitive claims, and time-critical cases. Maintain accurate tax coding and financial records, complete quality checks and corrections, and collaborate with internal teams and fund companies to resolve escalations and improve processes.

Requirements

A university or college diploma, strong customer service and communication skills in both English and French, and the ability to solve problems, prioritize work, and maintain accuracy in a fast-paced environment are required. Knowledge of mutual, segregated, and exchange-traded funds is expected, while call center experience, relevant investment courses, and familiarity with systems such as Univeris, FundServ, ATON/TMX, or CSW are assets.

Skills

Customer Service
Bilingual Communication
Problem-Solving
Decision-Making
Written Communication
Verbal Communication
Attention to Detail
Time Management
Prioritization
Mathematical Aptitude
Transaction Processing
Account Transfers
Reconciliation
Tax Coding
Critical Thinking
Adaptability

Benefits

Flexible Benefits
Career Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Segregated Funds
Exchange-Traded Funds
Liquid Alternatives
Nominee Platforms
Client Name Platforms
Advisor Support
Client Service
Deposits
Withdrawals
Account Opening
Internal and External Transfers
Estate and Death Claims
Fund Unlocking
Marriage Breakdown Cases
Tax Coding
Reconciliation
Control Reports
Letters of Indemnity
Univeris
FundServ
ATON/TMX
Customer Service Work Bench
Investment Funds in Canada
Canadian Securities Course
French-English Bilingualism

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