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Added 9 mins ago
MS
Director of Service (Contact Centre)
Metergy Solutions
Toronto, ON
- $130,000 to $150,000 CAD / year
- Full-time
As one of North America’s most experienced submetering providers, Metergy has brought turnkey solutions to clients for over 45 years. Metergy supplies, installs and remotely reads meters to…
Added 9 mins ago
H
Oracle ERP Director with CPA
Hays
Toronto, ON
- Contract
We are seeking a highly experienced Senior Oracle ERP Director with a proven track record of leading large-scale ERP implementations, particularly within Finance modules. The ideal…
Added 9 mins ago
H
Human Resources Generalist
Haivision
Montreal, QC
- Temporary
…the HR team on a variety of HR tasks. Reporting to the Senior Director of Human Resources and working closely with the Vice President of Finance, the HR Generalist will be assisting in…
Added 9 mins ago
C
Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
…such as Mortgage Advisor, Area Sales Manager, and Regional Director, while providing analysis related to targets, commissions, and channel performance. You'll partner closely with business…
Added 9 mins ago
E
Director of Care (DOC) - Full Time (FT) - Charleswood Care Centre
Extendicare
Winnipeg, MB · Charleswood Care Centre
- Full-time
As the Director of Care, you will contribute to the Extendicare purpose of Helping People Live Better, by leading a high performing team that is dedicated to ensuring all residents receive…
Added 24 mins ago
GT
Regional Sales Manager, Alliance (Prairies)
Groupe Touchette
Edmonton, AB
- Full-time
Under the supervision of the Alliance Director of Sales the Regional Sales Manager is responsible for establishing and developing sales strategies for the independent sector in the Prairies…
Added 24 mins ago
GT
Gestionnaire régional des ventes, Alliance (Quebec) / Regional Sales Manager, Alliance (Quebec)
Groupe Touchette
QC · Ville Saint-Laurent, QC
- Full-time
Vous comprenez l’importance de fidéliser la clientèle en proposant des solutions distinctives et exclusives, tout en entretenant des relations d’affaires solides. Votre vision stratégique…
Added 40 mins ago
TV
Director of Product Strategy and Commercialization
TandemLaunch Ventures Studio & Funds
Montreal, QC
- Full-time
We are hiring a Director of Product Strategy and Commercialization to be the product-and-market voice inside several of our ventures at once.
Added 1 hour ago
M
Senior Manager, Signalling
Metrolinx
Canada
- Full-time
Identify and resolve delivery constraints, emerging issues, scope changes and competing priorities, escalating matters requiring Director-level intervention.
Added 1 hour ago
TS
Associate, Transaction Banking Product Development
TD Securities
Toronto, ON
- Full-time
…that collaborate to provide high-quality integrated financial…
Added 1 hour ago
BE
Controller
BluMetric Environmental Inc.
Ottawa, ON
- Full-time
…at its Ottawa headquarters. Reporting to the Vice President, Director – Finance, the Controller will oversee the day-to-day operations of the accounting function, including payroll,…
Added 2 hours ago
M
RQ00833 - Program Manager - Senior
Maarut
Toronto, ON
- Contract
Provide project oversight on behalf of the Director,
Added 2 hours ago
FC
Senior Technical Analyst, Data Engineering and Business Intelligence
Fidelity Canada
Toronto, ON
- Full-time
Convert existing spreadsheet-based models into scalable, centralized Python and Snowflake-based solutions.
Added 3 hours ago
TU
Assistant Manager and Writer, Faculty Appointments, Reappointments, Promotion, Tenure (ARPT), and Emeriti
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…Teaching (SPROT) Reviewers, Merit Sub-Committees, the Senior Director of Administration, the Senior Human Resources Manager, the Human Resources Assistant Manager, and PHSA staff. This…
Added 3 hours ago
NB
Senior Lead Developer Back-End
National Bank of Canada
Montreal, QC
- Full-time
…integrator analysts) and you will report to the IT Delivery Director. Our team stands out for its expertise in innovative solutions and its collaborative spirit. We aim to offer you maximum…
Added 3 hours ago
GE
Executive Housekeeper
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the Direction of the Director of Housekeeping/Facilities, the Executive Housekeeper will be responsible for the highest quality of cleanliness and condition within the hotel and Event…
Added 5 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
…that collaborate to provide high-quality integrated financial…
Added 5 hours ago
KC
Corporate Paralegal (Vancouver, BC)
Klohn Crippen Berger
Vancouver, BC
- Full-time
…integrity to every client relationship and excellence to the solutions we deliver for communities, industries, and future…
Added 6 hours ago
UO
Assistant Manager and Writer, Faculty Appointments, Reappointments, Promotion, Tenure (ARPT), and Emeriti
University of British Columbia
Vancouver, BC · PHSA | BC Children's Hospital - Ambulatory Care Building (BCCHA)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
…Teaching (SPROT) Reviewers, Merit Sub-Committees, the Senior Director of Administration, the Senior Human Resources Manager, the Human Resources Assistant Manager, and PHSA staff. This…
Added 7 hours ago
DO
Deputy General Counsel
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
Focus on progress and continuous improvement: Prioritise finding practical solutions. Reflect, learn and adapt quickly to changing circumstances, continuously improving processes to enhance…
Added 7 hours ago
TS
Program Manager Temporary
The Salvation Army in Canada
Kelowna, BC
- Full-time
Identifies operational challenges and works collaboratively with the Director of Organizational Operations to implement practical solutions.
Added 8 hours ago
Dir Cyber Security Engineering
Altice USA
Toronto, ON
…enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. Our successes, now and in the future, are powered by our amazing product, a…
Added 8 hours ago
SB
Customer Supply Chain Intern (Jan-Sept 2027)
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a Customer Supply Chain Intern, you will be part of a dedicated team based in Mississauga, Ontario and reporting to the Director, Customer Supply Chain.
Added 9 hours ago
UO
Manager, School of Pharmaceutical Sciences
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…deploy professors and upgrade their skills. Works with the director to develop and implement new programs. Manages financial, material and human resources, taking into account school…
Added 9 hours ago
VA
Captain, CRJ (Domestic)
Voyageur Aviation
North Bay, ON
- Full-time
As a key member of the Flight Operations team, the Captain (CRJ) will report to the Director, Flight Operations and will be responsible for the safe and efficient operation of our Domestic…

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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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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