Job Title

Bilingual Exchange Traded Fund Consultant You are as unique as your background, experience and point of view. Here, youll 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. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description The Dealer Operations Team seeks a wellrounded knowledge specialist to join our growing, fastpaced, and challenging environment and contribute to growing our Exchange Traded Funds (ETF) support to Advisors and clients. As a Bilingual ETF Consultant youll focus on back office functionality of reconciliation and bookkeeping of ETFs with exposure to Liquid Alternatives, Mutual and Segregated funds and more. You will support project and technological advances to better serve our clients. What will you do? Working closely with our ETF Custodian and internal teams to gain a deep knowledge of endtoend 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 team training for ETF related processes What do you need to succeed? Specialized knowledge of ETF reconciliation and bookkeeping through Omnibus Trading Platform (OTP) and Univeris platforms Excellent customer service skills with a focus on putting the client first Strong problemsolving and decisionmaking abilities, with a willingness to learn and apply new methods and tools Outstanding written and verbal communication skills in English and French Selfmotivated and selfdirected, with the ability to work independently and as part of a team Mathematical aptitude and attention to detail Ability to work in a fastpaced environment with a sense of urgency University/College diploma Understanding of Mutual, Segregated, and Exchange Traded Funds Strong prioritization and timemanagement 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) required for frequent interactions with English and Frenchspeaking colleagues or internal partners across Canada and worldwide Note: there will be grammatical tests in French and English Assets 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) Whats 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 Were committed to creating an inclusive and respectful environment Were honoured to be recognized as a 2025 Best Workplace in Ontario by Great Place to Work Canada We are thrilled to be recognized by Excellence Canada with the toplevel certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee wellbeing and fostering a positive work culture Diversity and inclusion have always been at the core of our values at Sun Life. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may email a request to [email protected]>. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 58,000 93,000 Posting End Date: 21/12/2025 #J-18808-Ljbffr