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Added 1 hour ago
Analyst, Total Rewards - Maternity Leave Replacement
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
The Compensation Analyst supports the development, implementation, and administration of the company’s total rewards programs. In this role, you will help ensure our compensation offering…
Added 1 hour ago
Senior Analyst, Client Reporting Development Team
Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Analyst for an existing vacancy in our Client Reporting Development Team. The role is suited…
Added 1 hour ago
Senior Analyst, Client Reporting Development Team
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Analyst for an existing vacancy in our Client Reporting Development Team. The role is suited…
Added 2 hours ago
SL
Sr. Financial Analyst, Financial Analysis & Planning
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies
Added 4 hours ago
J
Senior Analyst, Customer Analytics (12-month contract)
Jobber
Kitchener, ON
- Contract
We’re looking for a Senior Analyst, Customer Analytics to be part of our Analytics team on a 12-month contract.
Added 4 hours ago
BT
Bilingual Service Desk Analyst
Buchanan Technologies
Charlottetown, PE
- Full-time
Support organizational initiatives focused on quality, automation, and service excellence
Added 4 hours ago
A
Senior IT Business Analyst
Ardene
Laval, QC
- Full-time
As a Senior IT Business Analyst, you play a key role in bridging business needs and technology solutions. You are analytical, proactive, collaborative, and highly organized, with the…
Added 5 hours ago
BV
Infrastructure Analyst - Business Analyst II
Bow Valley College
Calgary, AB
- Full-time
…collaborating with cross-functional teams to enhance workflows and automation. The role involves second-level troubleshooting support, coordination with Desktop Support and Service Desk…
Added 6 hours ago
MC
Data Analyst – Power BI Microsoft Fabric (35903)
Myticas Consulting
Ottawa, ON
- Full-time
We are seeking a Data Analyst to join a highly collaborative technology and data team supporting a complex, operational environment in Ottawa.
Added 10 hours ago
ZT
Technical Business Systems Analyst
Zensar Technologies
Toronto, ON
- $95,000 to $100,000 CAD / year
- Full-time
Zensar is seeking for Technical Business Systems Analyst - Toronto, Canada-(2 days/week onsite). This is open for Full time with excellent benefits and Contract Role as well with…
Added 11 hours ago
SA
Senior Financial Analyst
STAN AI
Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
…work. You'll work across accounting operations, FP&A, systems, automation and strategic analysis, with real ownership from day…
Added 12 hours ago
AI
Senior Financial Reporting Analyst
American Iron & Metal (AIM)
Montreal, QC
- Full-time
We are seeking an experienced Senior Financial Reporting Analyst with a strong focus on consolidation to join our finance team. In this role, you will consolidate the financial statements…
Added 12 hours ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 13 hours ago
MB
Accounting Analyst
Masters Best Friend
Toronto, ON
- Full-time
Master’s Best Friend (MBF) is a private-equity-backed pet products company entering its next stage of growth, with significant investment in Oracle NetSuite, data, automation and AI.
Added 19 hours ago
CT
Analyst, Data Governance
Canadian Tire Corporation
Oakville, ON
- Full-time
Experience in process design/improvement initiatives and leveraging automation.
Added 1 day ago
FH
Analyst, Business Systems
Fraser Health
Surrey, BC
- Full-time
Are you passionate about healthcare technology, quality assurance, automation, and process improvement? Fraser Health is seeking a talented Business Systems Analyst to support the MEDITECH…
Added 1 day ago
SM
RQ11667 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Business Analyst with strong experience in business analysis, requirements gathering, process modelling, workflow optimization, database analysis, and stakeholder…
Added 1 day ago
SM
RQ00762 – Systems Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Systems Analyst with 5–8 years of experience in systems analysis, functional consulting, or a similar IT-focused role. The ideal candidate will have hands-on…
Added 1 day ago
Y
Senior Compliance Analyst
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Contract
Q Wealth Partners is seeking an experienced, highly motivated, and proactive Senior Compliance Analyst to join our Compliance team. The Senior Compliance Analyst will play a key role in the…
Added 1 day ago
NB
Senior Analyst Custody Invoicing
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Analyst, Custody Invoicing within the Custody Operations team at National Bank Trust means acting as a subject matter expert in custody operations and supporting…
Added 1 day ago
Actuarial Analyst
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for an Actuarial Analyst. Are you searching for new possibilities?
Added 1 day ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 1 day ago
Senior Systems Analyst
OCS Ontario Cannabis Store
Toronto, ON
Acting as a subject matter expert throughout the solution lifecycle, the Senior Systems Analyst provides end-to-end solution analysis, influences solution decisions, drives design quality,…
Added 2 days ago
Senior Data Analyst
Konrad
Toronto, ON
As a Senior Data Analyst, you are an experienced analytics professional who leads analytical initiatives and partners directly with stakeholders to shape data-informed strategy. You drive…
Added 2 days ago
QW
Senior Compliance Analyst
Q Wealth Partners
Toronto, ON
- Contract
Q Wealth Partners is seeking an experienced, highly motivated, and proactive Senior Compliance Analyst to join our Compliance team. The Senior Compliance Analyst will play a key role in the…

Sun Life

Sr. Financial Analyst, Financial Analysis & Planning

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

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Experience: 3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
Posting language: English
Posted: Oct 25, 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:

Reporting to the Director, Reporting & Analysis, this role is responsible for preparing & supporting 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 finance partners within RA&S, other business units and Canadian Finance to deliver accurate and timely financial information and insightful analysis with outcome-based results. This role will be required to pivot easily between competing strategic priorities for the growing business with a strong focus on relationship management and delivery of deep insights into business drivers and impacts. The scope and scale of this role requires a high level analytical insight, and operational efficiency. The successful candidate can work out of the Waterloo King or Toronto York locations.

What will you do:

Prepare complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
Support the preparation 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
Support the preparation of the RA&S Wealth business and strategic planning & forecasting process while collaborating with internal partners
Provide support for strategic projects and initiatives
Participate in discussions with the user groups of sales data in order to determine best practices and deliver value added information efficiently and effectively
Prepare or assist in ad hoc analysis and reporting as required by management
Build trusted relationships with internal business partners, Finance leaders, and cross-functional stakeholders to deliver high-quality service to the business
Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies

What do you need to succeed:

Business knowledge and experience related to Wealth and/or financial services industry
3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
Excellent PC skills (Role utilizes tools such as: MS Office Suite, SAP, Workiva and Longview)
Experience with financial reporting tools (Longview, Workiva, SAP)
Proven ability to partner and build relationships
Excellent verbal and written communication skills
Excellent problem solving and analytical skills to support data-driven decision making
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

What's in it for you?

The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
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

*LI-MS

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:

Finance

Posting End Date:

03/11/2026

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More about this job

Responsibilities

This role is responsible for preparing and supporting management reporting, forecasting, and strategic planning for the Wealth distribution channel. The analyst will collaborate with finance partners to deliver accurate financial information and insightful analysis to senior leadership.

Requirements

Candidates should have 3+ 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, as is proficiency in financial reporting tools like SAP and Longview.

Skills

Financial analysis
Management reporting
Forecasting
Strategic planning
Business analytics
Relationship management
Financial modeling
Data-driven decision making
Process improvement
Automation
Communication skills
Problem solving
SAP
Workiva
Longview
MS Office Suite

Benefits

Flexible benefits
Networking opportunities
Career development
Inclusive work environment
Mental health support

Visa sponsorship

Not detected in the job text

Keywords

Financial Analyst
Wealth Management
Financial Services
Reporting
Forecasting
Strategic Planning
Business Analytics
Performance Management
SAP
Workiva
Longview
CPA
CFA
MBA
Process Improvement
Automation
Data Analysis
Financial Reporting
Retail Advice & Solutions
Wealth Distribution

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