Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 14 mins ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs, including mutual funds. Through…
Added 14 mins ago
Technical Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 1 hour ago
T
TDS Operations Analyst III
TD
Toronto, ON
- Full-time
Corporate Lending Operations within TD Securities Global Operations supports lending and administrative activities for TD Securities corporate clients. Our teams partner across the business…
Added 1 hour ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 2 hours ago
Senior Manager, Global Compliance Quality Assurance
Scotiabank
Toronto, ON
Partner with Compliance 2B and 2A stakeholders to support enterprise initiatives and provide constructive challenge as a trusted advisor.
Added 2 hours ago
ScotiaMcLeod Administrative Associate - Halifax
Scotiabank
Halifax, NS
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 2 hours ago
NB
Chief Legal Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Legal Advisor with the Litigation and Regulatory Investigations team within NBF Legal Affairs means taking the lead on a wide range of complex and strategic matters in a…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
…801 Wealth, where you will be joining, is one of the largest advisor teams within NBFWM and has been serving investors in Calgary and beyond since 1999. Reporting to the regional manager,…
Added 2 hours ago
RB
Branch Operations Assistant
Royal Bank of Canada
Niagara Falls, ON
- Full-time
The RBC Dominion Securities Management team located in Niagara Falls is looking for a Branch Operations Assistant to join their team! You will provide superior service along with…
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 3 hours ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 3 hours ago
SL
Senior Analyst - Wealth Product
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Sun Life Securities Canada Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities. We are seeking for individual with strong product knowledge…
Added 5 hours ago
N
Director – Enterprise Risk Management
Nasdaq
St. John's, NL
- Full-time
Group Risk Management (GRM) collaborates with businesses as a trusted advisor, facilitating well-informed decisions that support Nasdaq’s strategic objectives. GRM manages and continues to…
Added 5 hours ago
AC
Manager, Accounting Advisory Services
ACCA Careers
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll collaborate on a range of technical projects, such as new accounting standard implementation, acquisition…
Added 5 hours ago
RJ
Compliance Officer
Raymond James Ltd.
Toronto, ON
- Full-time
RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired
Added 6 hours ago
RD
Branch Operations Assistant
RBC Dominion Securities
Niagara Falls, ON
- Full-time
The RBC Dominion Securities Management team located in Niagara Falls is looking for a Branch Operations Assistant to join their team! You will provide superior service along with…
Added 6 hours ago
R&
Risk Analyst II
Robertson & Company Ltd.
Toronto, ON
- Contract
Robertson is seeking a skilled Risk Analyst II Strong talent advisor to join our client in support of an existing vacancy.
Added 7 hours ago
R
Branch Operations Assistant
RBC
Niagara Falls, ON
- Full-time
The RBC Dominion Securities Management team located in Niagara Falls is looking for a Branch Operations Assistant to join their team! You will provide superior service along with…
Added 7 hours ago
T
Associate Investment Advisor I
TD
Toronto, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 8 hours ago
AC
Accountant, Assurance and Accounting
ACCA Careers
Sault Ste. Marie, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 8 hours ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Winnipeg, MB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 8 hours ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 8 hours ago
D
Advisor, Securities
Desjardins
Laval, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 16 hours ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Ottawa, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 22 hours ago
RJ
Compliance Officer, RJLU
Raymond James Ltd.
Toronto, ON
- Full-time
RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired

Sun Life

Senior Analyst - Wealth Product

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

Full-time

Apply on sunlife.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Nov 12, 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:

Sun Life Securities Canada Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities. We are seeking for individual with strong product knowledge and experience within IIROC/CIRO dealer environments.

Reporting to the Director, Product Strategy & Management, this role supports the operation and continued implementation of SLCSI’s Elevate Managed Account Program, as well as the ongoing management and governance of SLCSI’s investment product shelf.

The role supports day-to-day SMA and UMA activities, maintains product and model portfolio data accuracy, enables advisor capabilities, and assists with daily suitability and investment product oversight processes. Responsibilities also include supporting product onboarding, shelf eligibility reviews, product due diligence, product data maintenance, and ongoing monitoring of investment products available through SLCSI. The successful candidate will work closely with external service providers, Tier 1 and Tier 2 support teams, advisors, compliance, operations, and other internal stakeholders.

What will you do?

Support the Director, Product Strategy and Management with the ongoing development and enhancement, and day-to-day operations of the Managed Platform (SMA/UMA)
- Support daily SMA/UMA platform activities, including model onboarding, implementation tasks, and coordination with internal/external partners.
- Ensure accurate product data, investment objectives, risk ratings for all model holdings.
- Assist in operationalizing new product capabilities and enhancements. 
Support the governance and management of the dealer’s product shelf:
- Manage day-to-day product shelf activities, including tagging of securities for fee billing purposes and maintaining product accuracy.
- Support the development of product policies and materials required for governance committees.
- Support the due diligence review of firms and individual products for approval on to the product shelf
- Prepare and maintain firm-level reporting for product approval and oversight committees.
Provide advisor support and enablement across the product shelf and SMA/UMA platform.
- Interface with advisors on investment selection, portfolio construction, SMA.UMA capabilities, and product-related inquires.
- Support advisor education, and training, including participating in platform pitches and preparing product materials.
- Onboard new advisor facing capabilities such as research tools, investment tools, fund managers, and platform enhancement.

What do you need to succeed?

University degree or college diploma in finance, business, economics, commerce, or a related discipline, or an equivalent combination of education and relevant experience.
Three or more years of experience in wealth management, investment products, dealer operations, or a related financial services role, ideally within a CIRO-regulated investment dealer.
Strong knowledge of investment products, including mutual funds, ETFs, equities, fixed income, managed accounts, and model portfolio solutions.
Familiarity with product shelf management, product due diligence, suitability requirements, and investment dealer operations.
Experience with separately managed accounts, unified managed accounts, model portfolios, or investment platform operations is considered an asset.
Strong analytical and problem-solving skills, with close attention to data quality, accuracy, and detail.
Ability to collaborate effectively with Legal, Compliance, Operations, Technology, advisors, Portfolio Managers, and external partners.
Excellent relationship-building, written communication, and presentation skills, including experience supporting or presenting to advisors.
Proficiency with Microsoft Excel, PowerPoint, Word, and investment research, reporting, or portfolio management platforms, with the ability to learn evolving technologies.
A curious and adaptable mindset, with the ability to manage multiple priorities in a fast-paced environment; CFA, CIM, or progress toward a relevant designation and English-French bilingualism are considered assets.

What’s in it for you?

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
An environment of continuous learning, development, and improvement.
Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work.
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:

85,000/85 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

25/11/2026

Apply on sunlife.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Senior Analyst supports the operation and implementation of the Managed Account Program and manages the governance of the investment product shelf. They are responsible for maintaining product data accuracy, assisting with suitability oversight, and providing support to advisors regarding investment selection and platform capabilities.

Requirements

Candidates must have a university degree or college diploma in a finance-related field and at least three years of experience in wealth management or investment dealer operations. Strong knowledge of investment products and proficiency in Microsoft Office tools are required, with professional designations like CFA or CIM considered an asset.

Skills

Wealth management
Investment products
Dealer operations
CIRO-regulated investment dealer
Managed accounts
Model portfolio solutions
Product shelf management
Product due diligence
Suitability requirements
Data analysis
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Relationship building
Written communication
Presentation skills

Benefits

Sabbatical program
Mental health support
Incentive plans
Continuous learning and development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
IIROC
CIRO
SMA
UMA
Managed accounts
Model portfolios
Product shelf
Due diligence
Investment dealer
Mutual funds
ETFs
Equities
Fixed income
Governance
Compliance
Portfolio construction
Data quality
Financial services
CFA
CIM
Investment research
Reporting
Platform operations
Stakeholder management

Report this job

Work requirements

Jobs in Canada