Job Description:
Reporting to the Director, Reporting & Analysis, this role is responsible for preparing & supporting 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 finance partners within RA&S, other business units and Canadian Finance to deliver accurate and timely financial information and insightful analysis with outcome-based results. This role will be required to pivot easily between competing strategic priorities for the growing business with a strong focus on relationship management and delivery of deep insights into business drivers and impacts. The scope and scale of this role requires a high level analytical insight, and operational efficiency. The successful candidate can work out of the Waterloo King or Toronto York locations.
What will you do:
- Prepare complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
- Support the preparation 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
- Support the preparation of the RA&S Wealth business and strategic planning & forecasting process while collaborating with internal partners
- Provide support for strategic projects and initiatives
- Participate in discussions with the user groups of sales data in order to determine best practices and deliver value added information efficiently and effectively
- Prepare or assist in ad hoc analysis and reporting as required by management
- Build trusted relationships with internal business partners, Finance leaders, and cross-functional stakeholders to deliver high-quality service to the business
- Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies
What do you need to succeed:
- Business knowledge and experience related to Wealth and/or financial services industry
- 3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
- Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
- Excellent PC skills (Role utilizes tools such as: MS Office Suite, SAP, Workiva and Longview)
- Experience with financial reporting tools (Longview, Workiva, SAP)
- Proven ability to partner and build relationships
- Excellent verbal and written communication skills
- Excellent problem solving and analytical skills to support data-driven decision making
- 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
What's in it for you?
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
- We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
*LI-MS
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:
85,000/85 000 - 128,000/128 000
Job Category:
Finance
Posting End Date:
03/11/2026
