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Managed Accounts Supervisor

Sun Life | Toronto, Canada | Posted March 18, 2026

Position Overview

Job Description

:

About the role:

Reporting to the Director, Wealth Oversight Programs within the Business Governance and Controls function (BG&C), Managed Accounts Supervisor will:

  • Be registered with CIRO to supervise the activities of Portfolio Managers and managed accounts
  • Lead a team of Account Opening Branch Managers with Sun Life Canada Securities Inc (SLCSI)
  • Act as the first point of escalation for Corporate Branch Managers

    • You will be accountable for running a robust managed account supervision program for Sun Life Canada’s investment dealer. You will partner closely with internal partners including operations, the product team and Tier 2 compliance to ensure that our oversight and supervision programs meet regulatory requirements and expectations. You will also play a key role in supporting change within the organization as the Canadian Investment Regulatory Organization (CIRO) rules and requirements evolve.

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