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Added 1 min ago
SH
Storekeeper - SMHC
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- Full-time
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Added 1 min ago
IR
Administrative assistant
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- Full-time
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Work in collaboration with the Plant Accountant to ensure all financial reports are accurately presented in a timely manner and inventory counts/cycles are performed, discrepancies…
Added 16 mins ago
HT
Director, Finance (CSM)
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- Full-time
Serve as the senior finance partner to service leadership, operations, commercial teams, and Customer Success leaders, providing insight and challenge on strategic priorities, business…
Added 31 mins ago
J
Head of Finance - R&D
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Build the framework for contract review, signing and escalation; guide and train regional contract managers and operations teams.
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Stannah Group
Markham, ON
- Full-time
Reconcile and process intercompany transactions between the Canadian and UK operations.
Added 1 hour ago
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Legal Counsel
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Build the framework for contract review, signing and escalation; guide and train regional contract managers and operations teams.
Added 1 hour ago
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Lead, coordinate, manage and evaluate the operations of the organization’s accounting and audit functions;
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Associate
National Bank of Canada
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- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 1 hour ago
NB
Associate
National Bank of Canada
Victoriaville, QC
- Full-time
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Added 1 hour ago
BT
Administrative Assistant
Baker Tilly Canada
Windsor, ON
- Full-time
Team Collaboration: Collaborate with colleagues and staff members to ensure smooth operations and effective teamwork. Support other administrative staff when required.
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
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Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
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National Bank of Canada
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Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
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National Bank of Canada
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…constraints. This role bridges the gap between trading desks, operations, and external resource requirements, ensuring efficiency and compliance across the…
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Wealth Associate
National Bank of Canada
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- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
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Senior Internal Auditor - Accounting and Operations
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Wealth Associate
National Bank of Canada
AB · Edmonton, AB
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At least one year of relevant experience in a related field such as banking operations, customer service, or administration
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Financial Controller
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Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Toronto Area, Canada. This role oversees the company’s financial operations, including preparing, reviewing, and analyzing financial statements, managing general ledger activities, and…
Added 1 hour ago
Business Analyst - Commercial & Operations
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Join Amrize as a Business Analyst - Commercial & Operations and help construct what's next. If you're ready to put your skills to work on projects that matter - and build a career with a…
Added 2 hours ago
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Retail Manager – Closed Competition – Enoch Cree Nation Members Only
Enoch Cree Nation
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- Full-time
The Manager is responsible for the operational efficiency, financial performance, and overall business operations of the Drug Mart, a retail convenience outlet located within the medical…
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Sunlife Québec

Bilingual Customer Service Representative - Mutual funds Operations

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 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

Handle English- and French-language advisor and client inquiries, process mutual fund and related investment transactions, and manage time-sensitive cases such as account transfers, estate claims, and tax-related issues. Review account documentation, maintain transaction accuracy, complete quality checks and reconciliations, and collaborate with internal teams 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 or FundServ are assets.

Skills

Customer Service
Problem-Solving
Decision-Making
Written Communication
Verbal Communication
Bilingual Communication
Attention To Detail
Mathematical Aptitude
Prioritization
Time Management
Critical Thinking
Adaptability
Mutual Fund Operations
Transaction Processing
Reconciliation
Tax Coding

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
Account Transfers
Estate Claims
Death Claims
Fund Unlocking
Marriage Breakdown Claims
Tax Coding
Letters Of Indemnity
Reconciliation
Control Reports
Investment Funds In Canada
Canadian Securities Course
Univeris
FundServ
ATON/TMX
Customer Service Work Bench
French
English

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