Job Description:

About the role

Reporting to the AVP, CFO - Retail Wealth Dealers, this role is responsible for leading management reporting, forecasting, and business and strategic planning and analysis for the growing Wealth distribution channel within the Retail Advice & Solutions (RA&S) business unit.

This role will work independently and collaboratively with the business and finance partners within RA&S and Canadian Finance to deliver accurate and timely financial information and insightful analysis with outcome-based results. The scope and scale of this role requires a high level of strategic focused mindset, analytical insight, and operational efficiency to support the growing business and meet key reporting deadlines. The successful candidate can work out of the Waterloo King or Toronto York location.

What you'll be doing

• Oversee complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
• Own the development of the RA&S Wealth Quarterly Business Review (QBR) packages, explaining the key drivers of the current and forecasted income for senior business and finance leaders
• Lead the RA&S Wealth business and strategic planning & forecasting process & influence outcomes by collaborating with business partners and senior leaders
• Provide leadership and support for strategic projects and initiatives, including support for any M&A activity
• Serve as a point person in discussions with the internal partners about sales data
• Support other Wealth reporting deliverables as required
• Build trusted relationships with senior business partners, Finance leaders, and cross-functional stakeholders to influence decisions, align priorities, and deliver high-quality service to the business
• Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies
• Lead and mentor a senior analyst, fostering their professional development while ensuring consistent delivery of high-quality financial output

What you'll need to succeed:

• Business and product knowledge and experience related to Wealth and/or financial services industry
• 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
• Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
• Proficient in Microsoft Office tools (Excel, Word, Powerpoint, Sharepoint)
• Experience with financial reporting tools (Longview, Workiva, SAP)
• Excellent relationship management skills with the ability to collaborate with a diverse group of stakeholders across the organization
• Excellent verbal and written communication skills with an ability to explain difficult issues to audiences of different levels of understanding
• Excellent problem solving and analytical skills to support data-driven decision making
• Effective and strong leadership abilities to gain momentum through direct & indirect influence
• Ability to prioritize, organize, and meet tight deadlines, while optimizing work processes
• Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What's in it for you:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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.

Salary Range:
110,000/110 000 - 180,000/180 000

Job Category:
Finance

Posting End Date:
06/10/2026