Operational Support and Analytics Specialist

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:

Reporting to the manager, Operations support and Analytics, the specialist will leverage their effective problem-solving skills and their vast knowledge of the investment fund industry to directly improve the Client Experience. This position is accountable for delivering high-quality, accurate, and timely support to all stakeholders.

What will you do :

• Provide support to internal and external business partners with operational inquiries regarding investment fund accounts, trades and processing requirements

• Provide support for requests, often requiring investigation and timely follow up, ensuring resolution, and providing exceptional client service

• Support investment fund reporting and compliance through reporting of findings of data analysis and report creation

• Support the implementation of the new risk management processes and procedures while evaluating impact of the process change on the client experience and the team productivity

• Monitor and ensure compliance with regulatory requirements and SLGI policies and processes regarding investment fund (Mutual and Segregated) trading activities, Short-Term trading fees, sizeable investor holdings and a wide range of other areas

• Support a variety of company program and ensure business policies and processes are being adhered to

What do you need to succeed:

• An ability push beyond "how things are done" to understand "why" and make recommendations for process improvements

• Excellent partnering skills including strength as a communicator and influencer

• Excellent communication, planning, organizational and time management skills

• Strong analytical and decision-making skills

• Demonstrated problem solving skills with the ability to analyze complex data, interpret and present findings and solutions to leaders and other business partners

• Good understanding of Canadian financial services industry and best practices

• Pro-active and results focused

• Flexibility and ability to prioritize to meet business objectives

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide. 

Asset :

• Completion of the Canadian Investment Fund Operations Course, Canadian Securities Course or other industry courses completed within previous 3 years or willingness to complete course within 12 months of hiring date

• Reporting tool experience preferable with SAP Business Objects or Tableau

What's in it for you:

• We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to  Work® Canada

• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

• A collaborative and interactive team environment

• Charitable giving through our You Give, We Give program lets you give back to your community – and in many  cases, we’ll match your contributions.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to  support your well-being.

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 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:

60,000/60 000 - 97,000/97 000

Job Category:

Customer Service / Operations

Posting End Date:

20/05/2026