Senior Consultant, Dealer Strategic Initiatives
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Waterloo • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$80,000 - CA$128,000 per year
Job Level
Senior
About the role
- Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiative’s lifecycle
- Translate ambiguous business issues into clearly defined and scoped problem statements
- Employ a variety of research, analysis, and collaborative problem-solving approaches to identify, define, and align on creative solutions to problems
- Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation
- Perform Business Process Reviews to identify risks and potential failure points, and recommend/implement risk mitigation and control solutions
- Coordinate and guide projects as a key stakeholder during build and launch phases
- Effectively monitor results of launched initiatives, identify and implement corrective actions where required, and generate learnings from initiative closure
- Proactively identify issues and areas for transformation aligned to strategic objectives
Requirements
- Strong working knowledge and understanding of the Canadian retail wealth industry (investment services, investment funds, wealth management, etc.)
- Completion of IFIC and/or CSC courses (or to be completed within 12 months of start date)
- Minimum 5 years of relevant business experience, preferably in or related to Mutual Fund Dealer or Investment Dealer operations, risk management, transformation, and enablement
- Accreditations and certifications related to Mutual Fund or Investment Dealer businesses, risk management, program management, and/or business analysis
- Excellent oral and written communication, presentation, and interpersonal skills
- Experience working with data and business modelling, including Excel models and analysis to process, analyze, interpret, and synthesize large volumes of data
- Strong organizational and management skills to plan and manage a portfolio of competing business initiatives
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Opportunity to move along a variety of career paths with amazing networking potential
- Inclusive and respectful environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business analysisrisk managementbusiness process reviewsdata modelingExcel analysisproblem-solvingproject managementrequirements gatheringtransformation strategiesportfolio management
Soft skills
communication skillspresentation skillsinterpersonal skillsorganizational skillscollaborative skillsanalytical skillsleadership skillsstrategic thinkingadaptabilitycritical thinking
Certifications
IFICCSCrisk management certificationprogram management certificationbusiness analysis certification