Jobs in Canada

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Added 8 hours ago
R|
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 16 hours ago
R|
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 17 hours ago
Analyst, Lifecycle Marketing
Reliance Home Comfort
Toronto, ON
By joining Reliance as an Analyst, Lifecycle Marketing, you’ll become an important Team Member and will be provided with the tools you need to succeed. We have ambitious growth plans and…
Added 17 hours ago
AB
Member Management Analyst
AGA Benefit Solutions
Montreal, QC
- $43,830 to $54,787 CAD / year
- Full-time
Reporting to the Assistant Director, Member Administration, within the AGA+PLUS department, the Member Administration Analyst will be primarily responsible for verifying the eligibility of…
Added 18 hours ago
JC
Senior Accounting Analyst
JAM CRM
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Sr. Accounting Analyst plays a key role in supporting the company's financial operations by ensuring the accuracy, integrity, and timely completion of accounting, billing, and financial…
Added 19 hours ago
SL
Senior Analyst - Wealth Product
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Manage day-to-day product shelf activities, including tagging of securities for fee billing purposes and maintaining product accuracy.
Added 20 hours ago
FINANCIAL ANALYST
Green Shield Canada
Toronto, ON
The Financial Analyst is responsible for accurate and timely billing, financial reporting and analysis across assigned client accounts and business areas. The role manages billing…
Added 20 hours ago
G
Financial Analyst
GreenShield
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Financial Analyst is responsible for accurate and timely billing, financial reporting and analysis across assigned client accounts and business areas. The role manages billing…
Added 21 hours ago
VB
Billing Analyst
Vaco by Highspring
Toronto, ON
- $75,000 to $80,000 CAD / year
- Full-time
.Must have a solid knowledge of standard contract terms, including hourly, lump sum, not-to-exceed and how they are applied in the billing proces · Must have familiarity with general accounting software package
Added 23 hours ago
Analyst Settlement Operations
IATA
Montreal, QC
bank orders for collection and settlement of Billing and Settlement Plan (BSP)
Added 1 day ago
R|
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 1 day ago
MA
Senior H&B Consulting Analyst
Marsh Agency
Calgary, AB
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 day ago
Financial Analyst
Greenfield Global Inc.
Johnstown, ON
Greenfield is looking for a Financial Analyst to join our growing team.
Added 1 day ago
R|
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 1 day ago
WI
Project Controls Analyst
WSP in Canada
Markham, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 1 day ago
CT
Senior Analyst, Procure to Pay Operations
Canadian Tire Corporation
Oakville, ON
- $65,000 to $75,000 CAD / year
- Full-time
The Senior Analyst, Procure to Pay Operations will serve as the enterprise subject matter expert for Vendor Funds Management (VFM) across Canadian Tire Retail, FGL Sports Inc., and Mark’s…
Added 1 day ago
WI
Project Controls Analyst
WSP in Canada
Toronto, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 1 day ago
WI
Project Controls Analyst
WSP in Canada
Vaughan, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 1 day ago
WI
Project Controls Analyst
WSP in Canada
Ottawa, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 1 day ago
M
Business Intelligence Analyst (Healthcare SaaS)
Medfar
Montreal, QC
- Full-time
Candidates must reside in the province of Quebec
Added 1 day ago
M
Business Intelligence Analyst (Healthcare SaaS)
MEDFAR
Montreal, QC
- Full-time
Candidates must reside in the province of Quebec
Added 1 day ago
W
Project Controls Analyst
WSP
Thornhill, ON
- Full-time
We are seeking an experienced Project Control Analyst to support the successful delivery of transportation and infrastructure projects.
Added 2 days ago
R|
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 days ago
H
Accounts Receivable Analyst
Hays
Mississauga, ON
- $60,000 to $65,000 CAD / year
- Full-time
Hybrid working after the 3-month probationary period, with the option to work from home 2 days per week
Added 2 days ago
Pricing & Monetization Associate
MongoDB
Toronto, ON
This role is a hybrid / in-office role, with approximately three days per week in our New York City Office

Sun Life

Senior Analyst - Wealth Product

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

Full-time

Apply on sunlife.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Nov 12, 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:

Sun Life Securities Canada Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities. We are seeking for individual with strong product knowledge and experience within IIROC/CIRO dealer environments.

Reporting to the Director, Product Strategy & Management, this role supports the operation and continued implementation of SLCSI’s Elevate Managed Account Program, as well as the ongoing management and governance of SLCSI’s investment product shelf.

The role supports day-to-day SMA and UMA activities, maintains product and model portfolio data accuracy, enables advisor capabilities, and assists with daily suitability and investment product oversight processes. Responsibilities also include supporting product onboarding, shelf eligibility reviews, product due diligence, product data maintenance, and ongoing monitoring of investment products available through SLCSI. The successful candidate will work closely with external service providers, Tier 1 and Tier 2 support teams, advisors, compliance, operations, and other internal stakeholders.

What will you do?

Support the Director, Product Strategy and Management with the ongoing development and enhancement, and day-to-day operations of the Managed Platform (SMA/UMA)
- Support daily SMA/UMA platform activities, including model onboarding, implementation tasks, and coordination with internal/external partners.
- Ensure accurate product data, investment objectives, risk ratings for all model holdings.
- Assist in operationalizing new product capabilities and enhancements. 
Support the governance and management of the dealer’s product shelf:
- Manage day-to-day product shelf activities, including tagging of securities for fee billing purposes and maintaining product accuracy.
- Support the development of product policies and materials required for governance committees.
- Support the due diligence review of firms and individual products for approval on to the product shelf
- Prepare and maintain firm-level reporting for product approval and oversight committees.
Provide advisor support and enablement across the product shelf and SMA/UMA platform.
- Interface with advisors on investment selection, portfolio construction, SMA.UMA capabilities, and product-related inquires.
- Support advisor education, and training, including participating in platform pitches and preparing product materials.
- Onboard new advisor facing capabilities such as research tools, investment tools, fund managers, and platform enhancement.

What do you need to succeed?

University degree or college diploma in finance, business, economics, commerce, or a related discipline, or an equivalent combination of education and relevant experience.
Three or more years of experience in wealth management, investment products, dealer operations, or a related financial services role, ideally within a CIRO-regulated investment dealer.
Strong knowledge of investment products, including mutual funds, ETFs, equities, fixed income, managed accounts, and model portfolio solutions.
Familiarity with product shelf management, product due diligence, suitability requirements, and investment dealer operations.
Experience with separately managed accounts, unified managed accounts, model portfolios, or investment platform operations is considered an asset.
Strong analytical and problem-solving skills, with close attention to data quality, accuracy, and detail.
Ability to collaborate effectively with Legal, Compliance, Operations, Technology, advisors, Portfolio Managers, and external partners.
Excellent relationship-building, written communication, and presentation skills, including experience supporting or presenting to advisors.
Proficiency with Microsoft Excel, PowerPoint, Word, and investment research, reporting, or portfolio management platforms, with the ability to learn evolving technologies.
A curious and adaptable mindset, with the ability to manage multiple priorities in a fast-paced environment; CFA, CIM, or progress toward a relevant designation and English-French bilingualism are considered assets.

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.
An environment of continuous learning, development, and improvement.
Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work.
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.

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:

Sales - Distribution Support

Posting End Date:

25/11/2026

Apply on sunlife.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Senior Analyst supports the operation and implementation of the Managed Account Program and manages the governance of the investment product shelf. They are responsible for maintaining product data accuracy, assisting with suitability oversight, and providing support to advisors regarding investment selection and platform capabilities.

Requirements

Candidates must have a university degree or college diploma in a finance-related field and at least three years of experience in wealth management or investment dealer operations. Strong knowledge of investment products and proficiency in Microsoft Office tools are required, with professional designations like CFA or CIM considered an asset.

Skills

Wealth management
Investment products
Dealer operations
CIRO-regulated investment dealer
Managed accounts
Model portfolio solutions
Product shelf management
Product due diligence
Suitability requirements
Data analysis
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Relationship building
Written communication
Presentation skills

Benefits

Sabbatical program
Mental health support
Incentive plans
Continuous learning and development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
IIROC
CIRO
SMA
UMA
Managed accounts
Model portfolios
Product shelf
Due diligence
Investment dealer
Mutual funds
ETFs
Equities
Fixed income
Governance
Compliance
Portfolio construction
Data quality
Financial services
CFA
CIM
Investment research
Reporting
Platform operations
Stakeholder management

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Work requirements

Jobs in Canada