Job Description

Job Description

:

About the role:

Reporting to the Director, Wealth Oversight Programs within the Business Governance and Controls function (BG&C), Managed Accounts Supervisor will:

  • Be registered with CIRO to supervise the activities of Portfolio Managers and managed accounts
  • Lead a team of Account Opening Branch Managers with Sun Life Canada Securities Inc (SLCSI)
  • Act as the first point of escalation for Corporate Branch Managers

    • You will be accountable for running a robust managed account supervision program for Sun Life Canada’s investment dealer. You will partner closely with internal partners including operations, the product team and Tier 2 compliance to ensure that our oversight and supervision programs meet regulatory requirements and expectations. You will also play a key role in supporting change within the organization as the Canadian Investment Regulatory Organization (CIRO) rules and requirements evolve.

     You...

    Ready to Apply?

    Take the next step in your AI career. Submit your application to Sun Life today.

    Submit Application