Jobs at Sun Life Financial, Inc.

Leads Group Retirement Services tax compliance, reporting, risk management, and regulatory interpretation. Oversees production of more than 1.6 million tax slips, tax filings, FATCA, CRS, and QI compliance, audits, controls, product tax reviews, and legislative monitoring. Partners with Finance, Legal, Compliance, IT, regulators, and industry committees. Manages a tax team of three, oversees vendors, provides training, and ensures tax processes and disclosures remain accurate and compliant.

Leads complex group benefits underwriting, including risk assessment, pricing, renewals, plan revisions, and new business opportunities. Provides financial judgment, negotiates with stakeholders, supports business development, mentors underwriters, and advances underwriting transformation through analytics, AI-enabled tools, and process improvement. Requires extensive group underwriting expertise, strong client and analytical skills, strategic influence, and French-English bilingualism.

Leads wealth management operations for a new investment dealer, including process and workflow development, operational excellence, partner servicing, stakeholder liaison, transaction processing, reconciliations, fees, account management, and platform enhancement projects. Serves as a subject matter expert, supports business operations, drives process improvement, and coordinates cross-functional technology and change initiatives while maintaining strong relationships with advisors, compliance, product teams, vendors, and other partners.

Administer pension payout annuities by maintaining annuitant records, reconciling plans, processing client-file changes, managing high-volume Excel-based workflows, and resolving escalated issues. The role responds to internal partners and pensioner inquiries, supports call-center interactions, prioritizes work across functions, and delivers accurate, high-quality customer service. French-English bilingualism, pension and annuity knowledge, administrative or customer service experience, and strong Excel skills are required.

Recruits, onboards, trains, develops, and coaches financial advisors during their first four years. Supports licensing, business planning, prospecting, sales growth, compliance, and client development while monitoring advisor performance and activities. Builds community presence, collaborates with internal teams, manages regulatory requirements, addresses complaints, and achieves recruiting and production targets. The role requires financial services experience, sales leadership, insurance and mutual fund licenses, bilingual French and English communication, and in-person advisor support.

Handle inbound and outbound client service for Prospr portfolio: process policy changes, beneficiary updates, account reviews, and death claims; identify sales opportunities and refer clients to advisors; support chat triage; use digital tools; build relationships and resolve issues in a bilingual (FR/EN) environment with flexible hours.

Leads enterprise architecture for modernizing and migrating on-premises infrastructure to cloud services. Defines domain strategies, target architectures, standards, migration roadmaps, workload placement, transition states, and retirement plans across OpenShift, Kubernetes, virtualization, servers, operating systems, databases, storage, and related platforms. Partners with executives, engineering, cybersecurity, and application teams while governing architecture decisions, assessing risks and technical debt, and leading AI-enabled automation to accelerate discovery, migration planning, remediation, testing, and documentation.

Leads enterprise architecture for RPA and intelligent automation platforms. Defines domain strategy, future-state architectures, standards, roadmaps, governance, reference architectures, and security guardrails across RPA, document processing, low-code automation, process mining, workflow orchestration, and AI-enabled operations. Partners with executives and architecture, security, privacy, engineering, and business teams to align investments, manage risks, modernize platforms, standardize capabilities, and deliver measurable business outcomes.

Leads Canadian Operations’ analytics transformation by developing strategy, prioritizing opportunities, managing BI reporting and dashboards, and translating operational data into executive insights. Directs and develops an analytics team, builds self-service capabilities, establishes performance metrics, manages stakeholders, and advances data infrastructure and process optimization. The role requires strategic leadership, business acumen, statistical knowledge, and experience delivering measurable value through analytics.

Supports the Litigation and Montreal Legal teams by managing administrative tasks, scheduling, travel, expenses, budgets, legal invoices, document filing, legal matters, presentations, and communications with internal teams and external counsel. The role requires strong organization, confidentiality, judgment, adaptability, and bilingual French-English communication in a high-volume hybrid environment.

Leads and coaches insurance and wealth advisors in Sun Life’s Advisor Development Program. The role manages onboarding, readiness, performance, sales productivity, client campaigns, workforce planning, and advisor progression. It uses data and analytics to identify capability gaps, improve sales outcomes, and recommend process changes. The manager partners with distribution, compliance, recruiting, learning, operations, and analytics teams while ensuring advisors understand relevant financial products, market trends, and compliance standards.

Leads advanced individual life underwriting, evaluating medical, financial, and lifestyle risks on complex, high-value applications. Negotiates decisions with reinsurers, communicates outcomes to advisors and physicians, partners with business and distribution teams, identifies process improvements, participates in high-net-worth case reviews, and mentors underwriters. The role requires substantial underwriting authority, advanced risk expertise, and collaboration across insurance stakeholders.

Provide phone- and video-based financial consultations to existing Sun Life clients, focusing on retirement savings and investment recommendations. Build long-term client relationships, uncover needs through discovery, recommend tailored solutions, manage sales activity and follow-up, and maintain up-to-date product and industry knowledge while contributing to team performance.

Build and maintain client relationships, assess financial needs, create financial plans, recommend and implement insurance and investment products, pursue ongoing training and professional designations, and engage in community networking and business development to grow a client base.