Bilingual Exchange Traded Fund Consultant

Sun Life is a leading financial services company committed to making life brighter for clients. The Bilingual Exchange Traded Fund Consultant will focus on back office functionality, reconciliation, and bookkeeping of ETFs, while supporting project and technological advances to better serve clients.

Responsibilities

• Working closely with our ETF Custodian and internal teams to gain a deep knowledge of end-to-end transactions
• Reconciling External and Internal transfers in kind
• Taking ownership to resolve complex cases
• Collaborating with internal teams on testing and deploying system upgrades and new technologies
• Facilitating on team training for ETF related processes

Skills

• Specialized knowledge of ETF reconciliation and book keeping through Omnibus Trading Platform (OTP) and Univeris platforms
• 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 in English and French
• 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
• Completion of Investment Funds in Canada (IFIC) Operations, Canadian Securities Course (CSC), or Exchange Traded Funds (ETF) courses mandatory
• Experience with systems such as Univeris, FundServ, ATON/TMX, Customer Service Work Bench (CSW)

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• The opportunity to move along a variety of career paths with amazing networking potential
• 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

Company Overview