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UC
Specialist, International Programs & Emergenc
UNICEF Canada
Toronto, ON
- Contract
Prepare strategic materials – including concept papers, situation briefs, and Town Hall presentations – for UNICEF Canada’s senior leadership and other audiences.
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RT
Systems Testing/QA Specialist
Russell Tobin
Toronto, ON
- $65 to $70 CAD / hour
- Contract
Job Title: Systems Testing/QA Specialist - Senior
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TP
Senior Payroll Analyst
Toronto Police Service
Toronto, ON
- Contract
Posting Title: Senior Payroll Analyst (12-month contract)
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EH
ECH - Manager, Marketing (12-Month Contract)
Empire Homes
Vaughan, ON
- Contract
Empire Homes is seeking a Marketing Manger! Under the direction of the Senior Director, Marketing, you will be responsible for playing a crucial role in driving the company’s growth through…
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O(
Senior Investment Officer
OPB (Ontario Pension Board)
Toronto, ON
- Full-time
Reporting to the Managing Director, Investments, the Senior Investment Officer supports the development, assessment, and oversight of the Plan’s investment strategy and investment…
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CZ
Specialist, Development Data
Calgary Zoo
Calgary, AB
- Full-time
Assist the Senior Manager, Advancement Services with projects related to database management.
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AU
Security Guard
Allied Universal
Ottawa, ON
- $19 to $20 CAD / hour
- Full-time
Day Shift: Monday to Thursday, 08:00–17:00; Friday, 08:00–16:00
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RM
Individual Giving Associate
Royal Manitoba Theatre Centre
Winnipeg, MB
- Full-time
We are looking for an Individual Giving Associate to help make that happen. Reporting to the Senior Director of Advancement, you will coordinate our annual giving campaigns, including donor…
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LC
Senior R&D Project Manager-Cheese
Lactalis Canada
Ingleside, ON
- Full-time
…support R&D for new products or industrial solutions. As a senior member of the R&D Cheese team, this position is the technical resource specialist within the R&D Group, accountable for…
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Program Manager
Connective
Kelowna, BC
- $67,900 to $93,400 CAD / year
- Full-time
Reports and is accountable to the Senior Manager of Programs or their designate
Added 1 min ago
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Senior Manager, Liquidity Risk Measurement
RBC
Toronto, ON
- Full-time
Reporting to the Director, Treasury Risk Management, the Senior Manager, Liquidity Risk Measurement oversees the effective use, development, and maintenance of Corporate Treasury's (CT) QRM…
Added 1 min ago
E
Registered Practical Nurse (RPN) – Part Time (PT) - York
Extendicare
Sudbury, ON · LTC - York (York St.)
- Part-time
Available opportunities include: Part-Time with required availability for dayshift, evening shift and night shift
Added 1 min ago
PC
Intermediate Field Technician
PRI Consultants
Peterborough, ON
- Full-time
At PRI, we believe exceptional consulting begins with exceptional people. We empower our senior professionals with meaningful responsibility, real client ownership, and the support of a…
Added 1 min ago
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Canada Chief Compliance Officer & MLRO
PayPal
Toronto, ON · CAN - Ontario - Toronto - Corp - University Ave
- Full-time
Collaborate with senior leadership across functions to ensure cohesive organizational compliance strategy and execution
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Program Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Manages the execution of the Program work in partnership with senior business and technology management, assigned resources, to deliver a program that satisfies stakeholder expectations and…
Added 1 min ago
Product Owner, Observability & Service Intelligence Platforms
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Facilitate discussions with senior leaders and influence strategic decision making
Added 1 min ago
Senior Manager, Global Facilities & Risk Management
Celestica International LP
Toronto, ON
Reporting to the Senior Director, Global Facilities & Risk Management, the individual in this role will provide indirect supervision to security managers and employees performing security…
Added 1 min ago
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Développeur(euse) logiciel sénior / Senior Software Developer - DevOps
Genetec
Remote, Canada
- Full-time
- Remote
The Senior Software Developer - DevOps will be working within the SCMT team (Software Configuration Management & Tools) part of the Engineering Efficiency group that contributes in various…
Added 1 min ago
MI
Associate Director, Fund Onboarding & Accounting, Private Equity
MUFG Investor Services
Toronto, ON
- $76,730 to $112,537 CAD / year
- Full-time
Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)
Added 1 min ago
Senior R&D Project Manager-Cheese
Lactalis
ON · Ingleside, Onta
…support R&D for new products or industrial solutions. As a senior member of the R&D Cheese team, this position is the technical resource specialist within the R&D Group, accountable for…
Added 1 min ago
Senior Account Manager, Canada
Phillips 66
Calgary, AB · ON · Various, ON
Must have a valid driver's license
Added 17 mins ago
Senior Project Manager - Media Technology
Rogers Communications
Toronto, ON
…initiatives meet the goals and objectives set forth by the senior and executive leadership…
Added 17 mins ago
NC
Senior Systems Engineer (2 positions)
NAV CANADA
Ottawa, ON
- Full-time
This position is a hybrid position with a minimum – 3 days per week on site
Added 17 mins ago
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Manager, Software Development and Architecture
Moneris
Toronto, ON
- Full-time
Reporting Relationship: You will report to the Senior Manager, Software Development and Architecture.
Added 17 mins ago
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Senior Analyst - Wealth Product
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time

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

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Work requirements

Jobs in Canada