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Client Relationship Manager – Montreal (Full-Time, Permanent)

Sun Life

Business Portfolio Manager

Toronto, ON, Canada
Waterloo, ON, Canada
Sun Life Toronto One York, Canada

Full-time

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Job details

Job type: Full-time
Experience: 3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field.
Posting language: English
Posted: Oct 21, 2026

Original job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

The Business Portfolio Manager role is responsible for leading and supporting key portfolio management activities across the SLGI portfolio. The role involves end-to-end portfolio oversight across financial management, expense allocation, strategic and annual planning, governance, initiative prioritization, resource capacity, benefits realization, and portfolio reporting.

Working closely with the Director, Business Portfolio Management, this role drives issues from identification through resolution and partners across Finance, Journey and Platform teams, delivery stakeholders, and senior leadership to strengthen portfolio transparency, decisions, and execution. The role also assesses business needs and translates them into business cases and future-state solutions.

What will you do?

Own key areas of the SLGI Key Initiative portfolio, including governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting.

Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts.

Own the Investments Registry as a core portfolio control and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting to ensure portfolio information is accurate, complete, and reliable.

Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations.

Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes; challenge assumptions, align stakeholders, recommend a path forward, and drive issues through to resolution.
Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations.
Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future-state solutions.

What do you need to succeed?

3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field.
3-5 years of portfolio financial-management experience, including forecasting, actuals/variance analysis, reconciliation, cost allocation, capitalization/amortization, resource costing, scenario analysis, and benefits tracking.
Strong understanding of portfolio governance, planning, intake, prioritization, capacity, dependencies, risk management, benefits realization, and executive reporting.
Ability to interpret complex financial and operational information, challenge assumptions, identify root causes, develop recommendations, and drive resolution.
Excellent communication skills, with the ability to frame decisions, influence without authority, and build alignment across senior leaders and cross-functional teams.
Ability to operate independently in ambiguous environments, exercise sound judgment, and manage competing priorities, risks, and deadlines.
Expert Excel (advanced functions and pivot tables) and PowerPoint skills, with strong business acumen and a focus on data integrity, automation, and decision-making.

Preferred Skills:

Experience with Planview Portfolios, AgilePlace, or comparable strategic portfolio and workflow-management platforms.

Experience connecting strategy, financials, capacity, benefits, and execution across portfolio, Finance, reporting, and delivery tools.

Experience within Investments, Asset Management, Financial Services.
Experience preparing executive-governance recommendations and supporting benefits realization, business cases, portfolio health, and compliance.
Experience with Power BI, automation, AI-enabled tools, or other technologies that improve portfolio visibility and efficiency; PMP, CPA, CFA, CBAP, SAFe are assets.

Unique Requirements:

Some work outside regular office hours may be required to support critical timelines or deliverables.
Some travel may be required (between Toronto and Waterloo).

What's in it for you?

Hybrid work environment
A friendly, collaborative, and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

We are honoured to be recognized as a 2022, 2023, 2024 and 2025 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

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.

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:

Project Management - Process

Posting End Date:

29/10/2026

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More about this job

Responsibilities

Lead end-to-end portfolio oversight, including financial management, planning, prioritization, capacity, governance, benefits realization, portfolio health, and executive reporting. Maintain accurate portfolio controls and reporting across systems, resolve issues with cross-functional stakeholders, and improve processes through automation and other technology.

Requirements

Requires 3–5 years of experience in portfolio or financial management, business operations, strategic planning, program management, or a related field, including portfolio financial-management activities. Candidates should have strong governance and analytical skills, advanced Excel and PowerPoint capabilities, and the ability to influence stakeholders and manage competing priorities; experience with portfolio platforms and relevant certifications is an asset.

Skills

Portfolio Management
Financial Management
Forecasting
Variance Analysis
Cost Allocation
Strategic Planning
Portfolio Governance
Prioritization
Capacity Management
Benefits Realization
Risk Management
Executive Reporting
Advanced Excel
PowerPoint
Stakeholder Management
Business Case Development

Benefits

Hybrid Work Environment
Collaborative and Inclusive Culture
20 Vacation Days
Flexible Benefits
Pension, Stock, and Savings Programs
Career Development Opportunities
Global Learning Centre
Wellness Programs

Visa sponsorship

Not detected in the job text

Keywords

SLGI Key Initiative Portfolio
Planview Portfolios
AgilePlace
Finance Ledger
Portfolio Financial Management
Forecasting
Actuals and Variance Analysis
Cost Allocation
Capitalization and Amortization
Resource Costing
Scenario Analysis
Benefits Tracking
Investments Registry
Portfolio Governance
Strategic Planning
Intake and Prioritization
Capacity Management
Dependency Management
Risk Management
Executive Reporting
Business Cases
Portfolio Health
Advanced Excel
Pivot Tables
PowerPoint
Power BI
Automation
Artificial Intelligence
PMP
CPA

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