Bilingual Exchange Traded Fund Consultant

Join to apply for the Bilingual Exchange Traded Fund Consultant role at Sun Life Québec. 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

The Dealer Operations Team is seeking a well‑rounded knowledge specialist to join our growing, fast‑paced, and challenging environment and contribute to growing our Exchange Traded Funds (ETF) support to advisors and clients. As a Bilingual ETF Consultant you’ll have a specialized role with a focus on back‑office functionality of reconciliation and bookkeeping of ETFs with exposure to liquid alternatives, mutual, and segregated funds and more. Filling the role of a knowledge specialist to support project and technological advances to better serve our clients.

What will you do?

• Work closely with our ETF custodian and internal teams to gain a deep knowledge of end‑to‑end transactions
• Reconcile external and internal transfers in kind
• Take ownership to resolve complex cases
• Collaborate with internal teams on testing and deploying system upgrades and new technologies
• Facilitate team training for ETF‑related processes

What do you need to succeed?

• Specialized knowledge of ETF reconciliation and bookkeeping through 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, able 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) required for frequent interactions with English and French‑speaking colleagues or internal partners across Canada and worldwide

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)

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 employees have the chance to live up to their full potential
• We’re 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 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

Salary Range 58,000 – 93,000

Posting End Date 03/01/2026

Job Category Customer Service / Operations