Bilingual Client Services Representative - Investment Funds

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid

The Sun Life Investment Funds Client Services is committed to providing the highest level of service to advisors and internal Wholesale support team. This excellent entry level career opportunity offers on-going support and resources to ensure your success. 

Reporting to the Team Leader, you will provide support on operational inquiries and product information pertaining to Sun Life Investment Funds. You will perform multiple transactions to complete all aspects of advisor inquiries within standard guidelines, and will ensure that thorough records are maintained by documenting all actions taken to process telephone initiated requests. You will ensure the delivery of a consistent high-quality level of customer service experience in accordance with Sun Life Canadian Operations standards.

What will you do?

• Provide timely and accurate information to all incoming telephone inquiries regarding our wealth and financial products, by utilizing automated telephone systems, computer applications, training material and other applicable resources
• Ensure accurate and timely processing of all client/agent telephone-initiated requests, address, resolve or escalate as needed any daily operational service issues
• Ensure thorough records are maintained by documenting all actions taken to process telephone-initiated inquiries
• Adhere to all measurable department performance standards including but not limited to the following: schedule adherence, quality, productivity, etc.
• Assist with department projects and initiatives as needed

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide
• At least 1 year of customer service experience in the financial industry
• Knowledge of Wealth and financial products, more specifically Mutual Funds and Segregated Fund products
• Strong communication, organization and prioritization skills
• Proficient computer and math skills
• Exhibit professionalism within the workplace, while valuing and promoting team spirit
• Solid analytical and problem-solving skills with the ability to cope in fast-paced, demanding environment
• Open to receiving and incorporating constructive feedback and coaching to continuously improve
• Punctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to Friday

Unique Requirements

• Punctuality and adherence to set schedule; must be available to work flexible shifts between 8am to 8pm from Monday to Friday
• Completion of the Canadian Investment Fund Course (IFIC), Canadian Securities Course (CSC) or Canadian Investment Funds Operations Course (CIFOC), or a willingness to complete course within 6 months of hiring date

What Sets Us Apart?

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• A comprehensive paid training program to set you up for success, a competitive compensation plan with yearly bonus programs
• Permanent full-time position with Flexible Benefits from the day you join
• Knowledge gained about our business and products offers you the ability to move into a variety of career paths across the organization! Other career opportunities are available after a minimum of 24 months based on performance.
• A collaborative and interactive team environment.

#LI-Hybrid

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,000/51 000 - 80,200/80 200

Job Category:

Customer Service / Operations

Posting End Date:

17/12/2025