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Added 8 mins ago
Pension Analyst
Emera Inc
Halifax, NS
Full-time
We are currently looking for an HR Analyst, Pensions to join our Human Resources team. Reporting to the Manager, Wellbeing and Retirement you will be responsible for the oversight and…
Added 8 mins ago
Global Payroll Transformation Business Analyst
The Citco Group Limited
Toronto, ON
Full-time
We're seeking an experienced HRIS Business Analyst to join our global Financial Application Support Team, which is responsible for supporting and evolving Citco's strategic HR, payroll, and…
Added 22 mins ago
Senior Financial Analyst (PFT) (CUPE 78.26)
Norfolk County
ON · Simcoe, ON
Full-time
As the Senior Financial Analyst, you will guide Norfolk County's budgeting, revenue administration, and financial reporting, ensuring accurate analysis that supports informed decisions.…
Added 23 mins ago
Post grant Analyst, Business
Desjardins
Amqui, QC · L'étang-du-nord, QC · La Pocatière, QC · Rimouski, QC
Full-time
As post grant analyst, you contribute to activities subsequent to the authorization of financing and disbursement, commonly referred to as post-grant. You ensure validity and compliance for…
Added 23 mins ago
Senior Business Analyst, Property and Casualty Insurance
Desjardins
Mississauga, ON · Levis, QC · Montreal, QC
Full-time
…exciting changes? This position is for you! As a Senior Business Analyst, you will contribute to value creation and delivery as a member of our Broker Insurance Solutions Development team.…
Added 23 mins ago
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 23 mins ago
Senior Business System Analyst (Insurance & Technology)
BMO
Toronto, ON · YNG
Full-time
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Added 51 mins ago
Senior Business Analyst / Data Analyst (Security Master)
RBC
Toronto, ON
Full-time
We are seeking a Senior Business Analyst / Data Analyst to join our Product Team and own the business logic, data quality, and product backlog for our enterprise Security Master. In this…
Added 51 mins ago
Data Analyst-Python
LTM
Mississauga, ON
$103,554 to $115,200 CAD / year
Full-time
…professionals across more than 30 countries, LTM a Larsen & Toubro Group company combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving…
Added 51 mins ago
Senior Analyst, HRIS
Glencore
Vancouver, BC
$108,000 to $127,000 CAD / year
Full-time
EVR is proud to be part of the Glencore Group, contributing to a global portfolio of operations with a history that dates back more than 100 years in Canada .
Added 1 hour ago
Job Posting Title Financial Analyst (12-Month term)
NAV CANADA
Ottawa, ON
Contract
The Financial Analyst is responsible for the Company’s preparation and coordination of external consolidated financial statements and management discussion and analysis (MD&A). This…
Added 1 hour ago
GIS Analyst
Dillon Consulting Limited
Vancouver, BC
Full-time
We are currently seeking candidates for the position of GIS Analyst in our Vancouver Office. You will be a member of Dillon’s GIS Discipline within the Data Integration Services Practice…
Added 2 hours ago
Business Systems Analyst (Term)
City of Regina
Regina, SK
…Department specific solutions. As a member of the branch management group, this employee will participate in the development of effective administrative processes, the setting of branch…
Added 2 hours ago
IT Support and Systems Analyst
Liberal Party of Canada • Parti Libéral du Canada
Ottawa, ON
Full-time
The Liberal Party is seeking an IT Support and Systems Analyst to work at the Party’s National office in Ottawa, joining a dedicated team of staff to support Mark Carney and our Liberal…
Added 2 hours ago
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 2 hours ago
Sr Accounting Analyst
Suncor Energy
Calgary, AB
Full-time
…supporting commercial operations? We are seeking a Senior Accounting Analyst to join our dynamic Controllers team, supporting the Supply, Trading & Optimization (ST&O) team. In this role,…
Added 3 hours ago
Analyst, Corporate Banking
Desjardins
Montreal, QC
Full-time
As a capital markets corporate banking analyst, you help carry out financing for large public and private companies, primarily based in Quebec, whose complex credit needs are met through…
Added 3 hours ago
Programmer analyst, System and infrastructure operations, maintenance and development
Desjardins
Montreal, QC
Full-time
As a systems and infrastructure development, operations and maintenance programmer analyst you participate in IT efficiency and quality by analyzing, designing, configuring, developing,…
Added 3 hours ago
Analyst, Corporate Banking
Desjardins
Montreal, QC
Full-time
As a capital markets corporate banking analyst, you help carry out financing for large public and private companies, primarily based in Quebec, whose complex credit needs are met through…
Added 3 hours ago
Analyst II, Treasury
Intact FC
Montreal, QC · Saint-Hyacinthe, QC
Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 3 hours ago
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
Full-time
…above market retirement savings plan and market competitive group…
Added 3 hours ago
Human Resources Information System Analyst
TransX Group of Companies
Winnipeg, MB
Full-time
Company Description TransX Group of Companies is a North American leader in integrated transportation and logistics, operating 11 locations across Canada and the United States. With a team…
Added 3 hours ago
Financial Analyst (Consolidation)
Husky Technologies
Bolton, ON
Full-time
…above market retirement savings plan and market competitive group…
Added 3 hours ago
Senior Business Analyst
Royal Bank of Canada
Toronto, ON
Full-time
We are looking for a talented individual to join as a Senior Business Analyst within the Funding, Treasury and Liquidity (FTL) Program in Toronto. The specific role will report to a Product…
Added 3 hours ago
Senior Analyst, HRIS
Elk Valley Resources
Vancouver, BC
$108,000 to $127,000 CAD / year
Full-time
EVR is proud to be part of the Glencore Group, contributing to a global portfolio of operations with a history that dates back more than 100 years in Canada.

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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