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Added 16 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 hour ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 1 hour 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 hours 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 2 hours ago
Senior Financial Analyst
Rogers Communications
Brampton, ON
The Senior Financial Analyst position will be part of the Technology Finance Team, focusing on supporting the Wireless CAPEX portfolio. Reporting to the Senior Manager, Technology Finance…
Added 2 hours 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 2 hours 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
Reporting to the Director, Reporting & Analysis, this role is responsible for preparing & supporting management reporting, forecasting, and business and strategic planning and analysis for…
Added 4 hours ago
PG
Financial Controller
Pangeo Group
Vaughan, ON
- $100,000 to $135,000 CAD / year
- Full-time
5+ years in accounting or finance, including a controller or senior analyst role in manufacturing. New-plant finance set-up a strong asset.
Added 5 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 5 hours ago
PR
Program Support Partner, Case Costing
Peterborough Regional Health Centre
Peterborough, ON · ON
- Full-time
…healthcare performance data, and supporting mandatory Ministry reporting requirements. Through strong analytical skills and partnership with internal stakeholders, the analyst contributes…
Added 5 hours ago
PR
Payroll Analyst
Peterborough Regional Health Centre
Peterborough, ON
- Full-time
Reporting to the Manager, Finance, the Payroll Analyst works in collaboration with all stakeholders and information partners committed to data integrity and process improvement with an…
Added 5 hours ago
PR
HR Systems Consultant
Peterborough Regional Health Centre
Peterborough, ON
- Full-time
Reporting to the Manager, Human Resources the HR Systems Consultant provides strategic advice and guidance to HR Manager, Systems Analyst and Systems specialists acting as a subject matter…
Added 5 hours ago
BV
Prospect Analyst
Bow Valley College
Calgary, AB
- Full-time
The Prospect Analyst plays a key role in helping Bow Valley College build meaningful relationships and achieve its fundraising and revenue generation goals. Reporting to the Manager,…
Added 5 hours ago
BV
Prospect and Donor Analyst
Bow Valley College
Calgary, AB
- Full-time
The Prospect and Donor Analyst plays a key role in helping Bow Valley College build meaningful relationships and achieve its fundraising and revenue generation goals. Reporting to the…
Added 5 hours ago
BV
Infrastructure Analyst - Business Analyst II
Bow Valley College
Calgary, AB
- Full-time
The Infrastructure Analyst – Business Analyst II plays a key role within the IT Infrastructure team, reporting to the Associate Director, IT Infrastructure. This intermediate-level position…
Added 5 hours ago
TE
Commercial Financial Analyst
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $75,000 to $85,000 CAD / year
Triple Eight Transport Inc. is seeking an experienced and commercially driven Commercial Financial Analyst to strengthen financial visibility, evaluate business performance, and support…
Added 7 hours ago
MC
Web Analytics & UI UX Analyst (36099)
Myticas Consulting
Ottawa, ON
- Contract
Seeking a Web Analytics & UI/UX Analyst to assess website traffic, user behaviour, and navigation patterns using Google Analytics (GA4) and related analytics/UI/UX tools. The resource will…
Added 7 hours ago
YC
D365 Finance & Operations Sr. Analyst
Yoush Consulting
Toronto, ON
- Full-time
…understanding of Microsoft Dynamics 365, Power Platform, BI reporting and…
Added 7 hours ago
MC
Senior Business Analyst, Wealth and Brokerage Accounting (35904)
Myticas Consulting
Toronto, ON
- Contract
Support accurate and compliant accounting and financial-reporting outcomes.
Added 7 hours ago
MC
Data Analyst – Power BI Microsoft Fabric (35903)
Myticas Consulting
Ottawa, ON
- Full-time
This is an excellent opportunity for a junior-to-mid-level Data Analyst with strong Power BI, SQL and Microsoft data technologies experience who enjoys turning data into meaningful…
Added 9 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 10 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 10 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 11 hours ago
TI
Business Analyst – Payment
Themesoft Inc.
Halifax, NS
- Contract
We are seeking an experienced Business Analyst – Payments with strong expertise in payment systems and data analysis. The ideal candidate will have hands-on experience working with Wire…

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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