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Added 12 mins ago
Enterprise Architect
Nutrien
Calgary, AB
Full-time
…operate a world-class network of production, distribution, and ag retail facilities. We efficiently serve growers' needs and strive to provide a more profitable, sustainable, and secure…
Added 42 mins ago
BA II (Data Services Analyst)
Robertson & Company Ltd.
Toronto, ON
Contract
…management, private clients, commercial banking, treasury, and retail…
Added 42 mins ago
Senior Business Systems Analyst (12-Month Contract)
Vancity
Vancouver, BC
Full-time
As a Senior Business Systems Analyst, you will play a critical role in bridging complex business needs with innovative technology solutions that enhance organizational effectiveness and…
Added 1 hour ago
Lead Compensation Analyst – Canada (Burlington, ON)
Wolseley Group
Burlington, ON
Full-time
Wolseley Canada is looking for a Lead Compensation Analyst – Canada to serve as the primary compensation subject matter expert for the Canadian business.
Added 1 hour ago
Risk Analyst III
Robertson & Company Ltd.
Toronto, ON
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Manager, Privately Managed Portfolios
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Full-time
Retail portfolio management experience is an asset.
Added 2 hours ago
Continuous Improvement Analyst
Metro Inc.
Toronto, ON · Etobicoke, ON
Full-time
Position Title: Continuous Improvement Analyst
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Manager, Portfolio Management Corporate Banking International Banking GBM (English/Spanish)- Toronto
Scotiabank
Toronto, ON
…provides financial advice and solutions to more than 12 million retail, corporate, and commercial clients. With a presence in over 15 countries - including Mexico, Chile, Peru, Colombia,…
Added 3 hours ago
BSA Wealth (Very good in SQL)
Nityo Infotech
Toronto, ON
Full-time
Wealth Management / Investment Management / Retail Investments Position Overview We are seeking an experienced Senior Business Systems Analyst (BSA) with strong expertise in the Wealth &…
Added 3 hours ago
Senior Analyst, Total Rewards
Loblaw Companies Limited
Toronto, ON
Full-time
…connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact…
Added 4 hours ago
Accounting Analyst, Reconciliations
Alimentation Couche-Tard
Laval, QC
Full-time
As part of Alimentation Couche-Tard's Operational Accounting team, the Reconciliation Accounting Analyst will provide accounting support services to the stores under his/her responsibility.
Added 4 hours ago
Finance Analyst III
Robertson & Company Ltd.
Toronto, ON
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…management, private clients, commercial banking, treasury, and retail…
Added 4 hours ago
Business Analyst IV
Robertson & Company Ltd.
Montreal, QC
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…management, private clients, commercial banking, treasury, and retail…
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Fuel Pricing Analyst
Circle K
Toronto, ON
Full-time
We are currently hiring for a Fuel Pricing Analyst to join our Central Canada Fuel Department. The Fuel Pricing Analyst is responsible for meeting department objectives by developing and…
Added 9 hours ago
Analyst, FP&A ( Financial Modeling)
RONA
Boucherville, QC
Full-time
Reporting to the Manager, Corporate FP&A, the Analyst plays a key role in supporting the financial planning and analysis function at both operational and strategic levels. As a trusted…
Added 15 hours ago
Analyst, Business & Customer Insights
Loblaw Companies Limited
Brampton, ON
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…connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact…
Added 16 hours ago
Customer Support Analyst
Insight Global
Toronto, ON
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Insight Global is seeking a Customer Support Analyst to support BMO’s Customer Loyalty and Sales Enablement group. This role will play a key part in large-scale transformation initiatives,…
Added 18 hours ago
Accounting Analyst, Reconciliations
Couche-Tard
Laval, QC
Full-time
As part of Alimentation Couche-Tard's Operational Accounting team, the Reconciliation Accounting Analyst will provide accounting support services to the stores under his/her responsibility.
Added 18 hours ago
Analyst, Business Transformation
Lightspeed Commerce, Inc.
Remote, Canada
Full-time · Remote
We’re looking for an Analyst, Business Transformation to join our Financial Services - Business Transformation team in North America.. You will partner with cross-functional teams to…
Added 18 hours ago
Analyst, Business Transformation
Lightspeed Commerce, Inc.
Remote, Canada
Full-time · Remote
We’re looking for an Analyst, Business Transformation to join our Financial Services - Business Transformation team in North America.. You will partner with cross-functional teams to…
Added 19 hours ago
Senior Financial Analyst
Best Buy Canada
Newmarket, ON
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As a senior financial analyst, you will play a key role in providing stakeholders with better visibility into performance drivers through accurate reporting, forecasting, and insight-led…
Added 20 hours ago
Sr Functional IBP Analyst
Nutrien
Calgary, AB
Full-time
…operate a world-class network of production, distribution, and ag retail facilities. We efficiently serve growers' needs and strive to provide a more profitable, sustainable, and secure…
Added 20 hours ago
Sr Functional IBP Analyst
Nutrien
Saskatoon, SK
Full-time
…operate a world-class network of production, distribution, and ag retail facilities. We efficiently serve growers' needs and strive to provide a more profitable, sustainable, and secure…
Added 21 hours ago
Senior Business Analyst
Compass Group Canada
Mississauga, ON
Full-time
We are seeking an experienced Senior Business Analyst to support enterprise initiatives across finance, operations, and technology. This role will be responsible for end-to-end requirements…

Sun Life

Director, Reporting & Analysis

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

Job type: Full-time
Apply by: Oct 7, 2026
Experience: 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
Posting language: English
Posted: Sep 23, 2026

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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

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.

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:

110,000/110 000 - 180,000/180 000

Job Category:

Finance

Posting End Date:

06/10/2026

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More about this job

Responsibilities

The Director leads management reporting, forecasting, and strategic planning for the Wealth distribution channel within the Retail Advice & Solutions business unit. This role involves collaborating with senior leaders to deliver insightful financial analysis and driving process improvements to enhance forecast accuracy.

Requirements

Candidates must have 7+ years of experience in finance, planning, or business analytics, along with a degree in business or finance. Professional designations such as CPA, CFA, or MBA are preferred, and proficiency in financial reporting tools is required.

Skills

Financial reporting
Management reporting
Forecasting
Strategic planning
Business analysis
Relationship management
Data-driven decision making
Process improvement
Automation
Leadership
Financial services
Wealth management
Microsoft Office
Longview
Workiva
SAP

Benefits

Sabbatical program
Care days
Sick days
Incentive plans

Visa sponsorship

Not detected in the job text

Keywords

Finance
Planning
Performance Management
Business Analytics
Wealth Management
Financial Services
CPA
CFA
MBA
Microsoft Office
Excel
Longview
Workiva
SAP
Strategic Planning
Forecasting
Management Reporting
M&A
Process Improvement
Automation
Relationship Management
Data Analysis
Financial Reporting
Retail Wealth Dealers
Business Partnering

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