Associate, Corporate Development

Sun Life Financial, Inc.

$90K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in investment banking, corporate development, M&A, or actuarial transaction advisory.
  • Bachelor's degree in finance, economics, commerce, actuarial science or related field.
  • Proficient in building and analyzing complex financial models, including merger and discounted cash flow models.
  • Strong grasp of capital budgeting, financial statement analysis, and valuation methods.
  • Familiarity with Canadian life insurance financial reporting and actuarial valuation.
  • Expertise in Microsoft Excel and PowerPoint, capable of creating engaging presentations.
  • Excellent communication skills for presenting complex information to non-financial stakeholders.
  • Demonstrated project management skills and ability to handle multiple projects concurrently.

Responsibilities

  • Evaluate strategic opportunities, including mergers, acquisitions, and joint ventures.
  • Support the transaction life cycle, managing due diligence processes to identify risks.
  • Prepare materials for senior leadership summarizing strategic merits and financial considerations of opportunities.
  • Build and iterate complex financial models for valuation and analysis.
  • Conduct market and competitive analysis to uncover key industry trends.
  • Undertake ad-hoc analyses to aid business planning and strategic projects.
  • Maintain databases of comparable companies and past transactions.
  • Mentor and support the professional development of analysts.

Benefits

  • Hybrid work environment with flexibility for remote work when approved.
  • Focus on professional development, including mentorship opportunities.
  • Engagement with a high-performing team driving growth across a global business.
  • Opportunity to leverage technology and data in strategic decision-making.
Full Job Description
Job Description:

Sun Life is looking for an Associate to join our Corporate Development team. Corporate Development is responsible for evaluating and driving strategic initiatives across Sun Life's four pillars. This includes supporting mergers, acquisitions, sales, minority equity investments, as well as the formation of joint ventures, partnerships and other strategic opportunities. Corporate Development also evaluates and helps execute broader enterprise-level strategic initiatives and internal projects, including semi-organic opportunities.

The Associate, Corporate Development, is based in Toronto and will join a high-performing team and play a key role in developing and executing on both short and long-term growth strategies across Sun Life's global business.

Please note this role requires regular presence at our Toronto One York offices, with hybrid flexibility in preapproved circumstances.

What will you do
  • Play a key role in the evaluation of strategic opportunities, including mergers, acquisitions, sales, minority investments, as well as joint ventures, partnerships, and other strategic opportunities
  • Support all stages of the transaction life cycle and manage multi-functional due diligence processes to appropriately identify risks and mitigants
  • Prepare internal approval and informal evaluation materials for senior leaders which summarize strategic merits, financial considerations, and key risks on prospective opportunities
  • Build and maintain detailed financial models for valuation, transaction analysis, and strategic planning; develop key assumptions and draw conclusions from the analysis
  • Conduct industry research, market analysis, and competitive benchmarking to identify and distill key industry trends and opportunities for internal stakeholders
  • Undertake ad-hoc analyses, as required from time to time, to support business planning and other strategic projects
  • Develop and maintain databases of comparable companies and precedent transactions
  • Provide ongoing mentorship and professional development support to analysts
  • Other responsibilities as required


What do you need to succeed
  • 3-5 years of relevant experience, such as investment banking, corporate development, M&A and/or actuarial transaction advisory
  • Bachelor's degree in finance, economics, commerce, actuarial science or a related field
  • Proficiency in building complex financial models, including merger model and discounted cash flow model
  • Strong understanding of capital budgeting concepts, financial statement analysis, and valuation methodologies
  • Knowledge of Canadian life insurance financial reporting and actuarial valuation
  • High proficiency in Microsoft Excel and PowerPoint, with experience in creating visually compelling presentations
  • Excellent written and verbal communication skills, with the ability to effectively present complex information to non-finance professionals
  • Strong project management and organizational skills, with the ability to manage multiple tasks and projects simultaneously
  • To work cross-functionally, build relationships and collaborate effectively with a wide range of internal and external stakeholders on transaction processes across our global businesses
  • To leverage technology and data to help drive efficiencies and positive outcomes
  • Unquestionable personal code of ethics, integrity, and trust


Preferred Skills:
  • Completion or demonstrated progress towards relevant professional designations (e.g., CFA, CBV, CPA, FSA/FCIA) considered an asset
  • Proficiency in Bloomberg, Capital IQ and other similar tools
  • Demonstrated aptitude for learning and applying relevant AI tools


Other Requirements:
  • Ability to work flexibly across multiple time zones while managing competing priorities and deadlines; travel commensurate with business needs


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:
90,000/90 000 - 140,000/140 000

Job Category:
Corporate Development & Strategy

Posting End Date:
17/08/2026

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