Advisor Satisfaction Specialist at Sun Life
Sun Life • toronto, on • Posted June 27, 2026
About the Role
Elevate client experiences as an Advisor Satisfaction Specialist with Sun Life Financial. Leverage your mutual fund expertise in this hybrid role to enhance advisor relations and solve complex inquiries.
This position with Sun Life Financial Investment Services is perfect for those with 3-5 years of mutual fund operations experience. Here, you'll manage day-to-day advisor requests, conduct regular meetings for in-depth feedback, and address escalated advisor issues effectively. Being a part of this dynamic team means fostering strong relationships and serving as a functional subject matter expert.
Key Responsibilities:
• Manage daily requests from assigned advisor contacts
• Conduct meetings to provide feedback and understanding
• Investigate complex inquiries from advisors
• Handle escalated issues via phone and email
• Educate on policy and procedure gaps
Requirements:
• 3-5 years of mutual fund operations experience
• University degree in a related fiel...
This position with Sun Life Financial Investment Services is perfect for those with 3-5 years of mutual fund operations experience. Here, you'll manage day-to-day advisor requests, conduct regular meetings for in-depth feedback, and address escalated advisor issues effectively. Being a part of this dynamic team means fostering strong relationships and serving as a functional subject matter expert.
Key Responsibilities:
• Manage daily requests from assigned advisor contacts
• Conduct meetings to provide feedback and understanding
• Investigate complex inquiries from advisors
• Handle escalated issues via phone and email
• Educate on policy and procedure gaps
Requirements:
• 3-5 years of mutual fund operations experience
• University degree in a related fiel...