Bilingual Customer Service Representative - Investment Funds

You are as unique as your journey, your experience, and your perspective. Here, you will be encouraged, empowered, and challenged to be your best. You will work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you will have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do.

At Sun Life, we are guided by our Purpose: to help our Clients achieve lifelong financial security and live healthier lives. Our values shape how we work: kindness, authenticity, boldness, inspiration, and impact.

When you join Sun Life, you work with passionate colleagues and enabling leaders who support your growth and celebrate your contributions, so you can make a significant difference in the lives of our Clients.

Discover how you can make a difference in the lives of people, families, and communities around the world.

Location: Hybrid

The Sun Life Investment Funds Customer Service is committed to providing the highest level of service to financial advisors and the internal support team responsible for distribution to intermediaries.

Reporting to the Team Lead, you will answer administrative questions and provide detailed information about Sun Life investment funds. You will perform operations to meet the needs of financial advisors by ensuring that files are kept up to date by documenting all measures taken to process telephone inquiries. You will maintain a high and consistent level of quality by providing customer service in accordance with Sun Life's Canadian Operations Standards.

Responsibilities

• Provide accurate information to advisors' requests about our investment products and services, via an automated telephone system, various computer applications, and training tools or other applicable resources.
• Ensure precise and timely processing of all telephone inquiries, resolve or escalate problematic cases as needed.
• Keep files up to date by documenting all measures taken to process telephone information requests.
• Adhere to all measurable service performance standards, including but not limited to: punctuality, quality, productivity, etc.
• Assist with projects and initiatives, as needed.

Qualifications for Success

• Bilingualism (French, English, both oral and written) required to respond to calls from anglophone and francophone clients across Canada or worldwide.
• At least one year of experience in customer service.
• Strong math and computer skills.
• Knowledge of financial products and asset management, particularly mutual funds and distinct funds, is an asset.
• Strong communication, organizational, and prioritization skills.
• Demonstrates professionalism and a good team spirit.
• Willing to receive constructive feedback and leadership advice and incorporate it to continuously improve.
• Punctuality and respect for set hours; must be available to work variable shifts, between 8 am to 8 pm, Monday to Friday.
• Strong analytical and problem-solving skills with an ability to work in a dynamic environment.
• Successful completion of the FIC (Funds of Investment in Canada) course, CCVM (Canadian Securities Course; or CIFOC (Canadian Investment Funds Operation Course) – an asset.

Specific Requirements

• This position requires a reliability check. In addition to an application law inquiry and a credit check, the Government of Canada will, as part of your application, ask if you have lived or traveled outside of Canada for six consecutive months during the past five years. You must also justify any activity during this period. Important: Obtaining a reliability check within a reasonable timeframe is a mandatory requirement to occupy this role at Sun Life.

Benefits for You

• We are proud to be listed among the best workplaces in the country in 2026 according to Great Place to Work!
• Full-time permanent position with flexible benefits from day one.
• A collaborative and interactive team environment.
• A fully paid training program to prepare you for success, a competitive salary with annual bonus programs.
• The knowledge gained about our business and products offers you the opportunity to evolve towards various career paths within the organization. Other career opportunities are available after a minimum of 24 months, depending on performance.
• Retirement plan, share ownership, 3 weeks of vacation, and more.
• #LI-Hybrid

The base salary range applies to the primary location for which the job is posted. It may vary depending on the candidate's workplace location or other factors. In addition to the base salary, eligible Sun Life employees participate in various incentive programs whose payment is discretionary and subject to individual and company performance. Some sales-focused roles include sales incentive programs based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with varied perspectives and creative ideas benefits our Clients, the communities where we operate, and us all as colleagues. We welcome applications from qualified individuals from all backgrounds.

People with disabilities who need accommodations in the application process or who need job offers in a different format can send a request by email to ... .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work both in the office and virtually, depending on the needs of the company, our Clients, and you.

We may use artificial intelligence to support candidate search, filtering, and interview scheduling.

We thank all candidates for their interest in this position. Only candidates selected for an interview will be contacted.

Salary Range: 49,000/49 000 - 77,000/77 000

Employment Category: Customer Service / Operations

Job Posting End Date: 14/08/2026