• Job Description

  Req#: JR00088254

  You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

  Job Description:

  About the role:

  As part of the Financial Planning and Analysis team, this role is accountable for driving business planning and analysis for Retail Advice and Solutions. This role will support the financial management, the transformation of our planning process, and be responsible for analysis and delivering new insights on value creation.

  The Senior Financial Analyst, a key member of the Retail Advice and Solutions (RA&S) Financial Planning Analysis team, will be responsible for supporting the financial planning cycles to achieve strategic and financial objectives.

  Reporting to the Director, Financial Planning and Analysis, this position requires a proactive, self-motivated, and detail-oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the RA&S organization, as well as various other teams (e.g., Canadian Finance, Client Experience Office (CXO), Data Analytics, sales support teams)

  What will you do?

  • Developing and maintaining models for RA&S initiatives
  • In depth financial analysis to support the RA&S business achieve financial and strategic objectives
  • Complete analysis and requirement identification for strategic and/or ad hoc initiatives
  • Provide technical support of RA&S Finance teams as required

  What do you need to succeed?

  • 4+ years of experience in an analytics/modelling focused role with a proven ability to effectively communicate recommendations to leadership
  • Strong Technical skills (MS Excel, PowerPoint, SAS, SQL) including experience in building reports and creating/modifying VBA code
  • Strong analytical and problem-solving skills with attention to accuracy and details
  • Ability to analyze complex issues and provide recommendations
  • Strong teamwork, relationship development, and collaboration skills
  • Ability to run small projects and participate effectively on large projects as a team member
  • Ability to balance competing priorities while driving desired results
  • Strong verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understanding

  Preferred Skills:

  • Strong Individual Insurance product and Distribution Channel knowledge
  • Actuarial background or experience would be an asset

  What's in it for you?

  • Hybrid work environment
  • 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
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • A friendly, collaborative, and inclusive culture
  • The opportunity to move along a variety of career paths with amazing networking potential
  • An environment of continuous learning and improvement
  • Access to our Global Learning Centre, available 24/7 for your learning needs

  Recent Awards:

  • We are honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada
  • Great Place to Work® list for Best Workplaces for #HybridWork 2022
  • Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
  • Named “Best Places to Work” by Glassdoor, 2021 and 2023
  • Canada Award for Excellence for Mental Health at Work 2021

  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.

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

  Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com .

  At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

  Salary Range:

  76,000/76 000 - 125,000/125 000

  Job Category:

  Finance

  Posting End Date:

  10/12/2023

• About the company

  Sun Life Financial Inc. is a Canadian financial services company.

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