Advisor Satisfaction Specialist

Job Overview

Sun Life Financial Investment Services (Canada) Inc. (SLFISI) is one of the largest mutual fund distributors in Canada and is a member of the Canadian Investment Regulatory Organisation (CIRO). The dealership manages over $55 billion in assets under administration and is the entity through which 2,000 Sun Life Financial Distributors Inc. (CSF) advisors conduct their mutual fund business. Reporting to the Manager, Advisor Satisfaction, this position is responsible for day‑to‑day management of a select group of advisors who have qualified for our leading Pathways program.

Responsibilities

• Manage daily requests from assigned advisor contacts ensuring the service and quality objectives are attained and exceeded on a consistent basis
• Set up regular meetings with advisor offices to provide value add feedback and to gain a strong understanding of their practices and processes
• Investigate complex inquiries received by our advis...