Sun Life Financial

Across Canada

Jr. Compliance Analyst

Aug 24, 2017
Competitive
Ottawa, Ontario
Entry Level, Early Career

**1 year contract**

Role Summary:

Reporting to the Mutual Fund Compliance Manager, the Jr Compliance Analyst is responsible for the production and accuracy of client mailings as a result of mutual fund mandated investigations, assessing advisorâ??s blocks of business and supporting multiple teams in the Individual Compliance Department.

Accountabilities:

Participate in client mailing activities that include file generation, data analysis, letter preparation and verification. Provide support with various other duties as assigned.

Capabilities:

  • Excellent communications skills, written and verbal
  • Ability to work independently and as a member of a team
  • University degree or equivalent experience
  • Strong attention to detail
  • Strong research and analytical skills
  • Strong relationship management skills
  • Strong Mutual Fund knowledge
  • Above average computer skills: Microsoft Power Point, Excel, Lotus Notes, Univeris, eCISS, Customer Service Workbench (CSW), MLIF

Assets:

  • Completion of IFIC Canadian Investment Funds, or Canadian Securities Course
  • Experience working with advisors and/or Career Sales Force
  • Notes/Unique requirements:
  • Extra hours may be required during periods with high volumes
Notes/Unique requirements:
  • Extra hours may be required during periods with high volumes
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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

How to Apply