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Added 2 hours ago
Account Executive, Enterprise
Solink
Remote, Canada
$260,000 to $350,000 CAD / year
Full-time · Remote
Build trusted relationships with senior and executive decision-makers, acting as a strategic advisor who connects customer priorities to measurable business value with Solink.
Added 3 hours ago
Manager, Engineering – Accounts
TD
Toronto, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 5 hours ago
Manager, Engineering – Accounts
TD
Toronto, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 7 hours ago
Manager, Network Service Delivery
TD
London, ON · Toronto, ON · Mississauga, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 8 hours ago
Operations Manager (70309762)
Sodexo Canada Ltd
Vancouver, BC
Full-time
In your new role, you will lead your team through a strong safety culture to deliver excellence to our client, a large retail food service operation. This role will require your strong…
Added 8 hours ago
Sr Functional IBP Analyst
Nutrien
Calgary, AB
Full-time
Serve as the functional lead for Integrated Business Planning (IBP) processes, including supply planning, demand planning, inventory management, and executive planning reviews
Added 8 hours ago
Senior Manager, IT Infrastructure & Operations
Natural Factors
Coquitlam, BC
Full-time
Partner with executive leaders and business stakeholders to identify risks, implement technology solutions, and support organizational transformation initiatives.
Added 9 hours ago
Director of Business Development, Sports and Entertainment
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
Full-time
Compass Group Canada is seeking a Director, Business Development to help drive growth across our Sports & Entertainment portfolio. This is a senior leadership opportunity for a highly…
Added 10 hours ago
Senior Manager, IT Infrastructure & Operations
Factors Group of Nutritional Companies
Coquitlam, BC
Partner with executive leaders and business stakeholders to identify risks, implement technology solutions, and support organizational transformation initiatives.
Added 11 hours ago
Director, Reporting & Analysis
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
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…
Added 11 hours ago
Account Executive, Business Sales - North York
OSL Direct Services
Toronto, ON · North York, ON · Etobicoke, ON
Other
…of #belonging across the organization through learning and development. We are proud of our entire OSL family as well as our business partners across North America who have supported us…
Added 12 hours ago
Senior Manager, Data Strategy & Data Products
Pelmorex
Oakville, ON
Full-time
Translate business problems into clear requirements and measurable outcomes for technical development teams.
Added 14 hours ago
Senior Audit Manager, Personal Business and Banking
CIBC
Toronto, ON
Full-time
The Senior Audit Manager is responsible for delivering core audit services within designated lines of business as part of a multi-skilled audit team. This team leverages specialized…
Added 14 hours ago
Head of People Operations (Canada)
CSC Generation
Canada
Full-time
CSC Generation is the AI-native holding company re-engineering omnichannel retail. We acquire iconic brands and transform them with Genesis, our operating platform combining a Data Fabric,…
Added 15 hours ago
Financial Analyst, Sales & Operations
Mountain View Lube
Calgary, AB
$75,000 to $90,000 CAD / year
Full-time
…Mountain View Lube invests in its team members through training, development, and clear growth pathways. As one of the fastest-growing organizations in the Mr. Lube network, the company…
Added 18 hours ago
Junior Account Executive
Hype Events
Toronto, ON · Greater Toronto Area, Canada
$41,000 to $45,000 CAD / year
Full-time
Junior Account Executive (Customer Service Crossover):
Added 19 hours ago
Business Development Representative
Klipboard
Oakville, ON
Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 22 hours ago
Business Development Representative
KERRIDGE COMMERCIAL SYSTEMS CORP
Oakville, ON
Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 22 hours ago
Business Development Representative
KERRIDGE COMMERCIAL SYSTEMS CORP
Oakville, ON
Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 1 day ago
Manager, Commercial Finance
Compass Group Canada
Mississauga, ON
Full-time
…profitable growth across Compass Group Canada. Acting as a key business partner to Sales, Operations, and senior leadership, this role helps shape and win new business opportunities by…
Added 1 day ago
Manager, Commercial Growth & Operations
MNP Executive Search & Professional Recruitment
Kelowna, BC
Full-time
…inventory allocation, marketplace expansion, and wholesale channel development. Working closely with leadership, this role ensures products are purchased effectively, priced competitively,…
Added 1 day ago
Customer Solutions Specialist
goeasy Ltd.
Chilliwack, BC
Full-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…
Added 1 day ago
Category Manager
Post Consumer Brands
Toronto, ON
Full-time
Headquartered in Lakeville, Minn., Post Consumer Brands, a business unit of Post Holdings, Inc., is dedicated to providing people and their pets with delicious food choices for every taste…
Added 1 day ago
Sr. Product Manager
Rivian
Vancouver, BC
Full-time
Partner with business and technical teams to establish a disciplined experimentation practice across the web funnel, including hypothesis development, test design, prioritization,…
Added 1 day ago
Scrum Master / Gestionnaire De Projet E-commerce / Ecommerce PM/SM
TEKsystems
Mont-Royal, QC
$55 to $73 USD / hour
Contract
…enterprise-level, data-intensive projects, ideally within the retail sector. This role will oversee two Agile squads (Web & Mobile App) and requires a strong blend of Agile delivery…

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

Apply About employer

Applications open in a new tab.

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

Apply About employer

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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