Jobs at Sun Life Financial, Inc.

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.

Provides financial planning consultations and training to Sun Life advisors, covering risk management, retirement, tax, and estate planning. Organizes seminars, updates educational content, supports capability-building initiatives, collaborates with marketing on client materials, and develops financial strategies. Requires strong financial planning expertise, communication, presentation, analytical, organizational, and relationship-building skills, along with bilingual French-English proficiency.

Provide holistic life, health and wealth advice to new and existing clients via phone and digital tools. Assess needs, recommend insurance and investment solutions, conduct risk and retirement planning, maintain MFDA and insurance licensing, collaborate with branch and support teams, contribute to process improvements, and deliver bilingual client service on a variable schedule.

Recruits, onboards, trains, mentors, and coaches financial advisors during their first four years. Supports licensing, market development, business planning, sales performance, compliance, client engagement, and practice growth. Monitors advisor activities and analyzes business data, escalates complaints, ensures regulatory adherence, leads performance management, and contributes to district recruitment, production, community engagement, and recognition initiatives.

Lead strategy, modernization, and delivery of Sun Life Canada's shared digital platforms (web, mobile, identity). Oversee engineering, vendors, budgets, governance, security, and cross-functional alignment to improve scalability, reliability, and platform enablement while building high-performing teams and driving operational excellence.

Conduct recorded telephone interviews with life and critical illness insurance applicants. Collect and accurately document confidential personal, medical, lifestyle, and health information; ensure completeness, privacy, compliance, and quality standards. Schedule follow-ups, answer application-process questions, coordinate with advisors and underwriting teams, manage assigned cases to service-level expectations, and provide professional bilingual client support. The role requires French and English fluency, accurate typing, attention to detail, and intermediate computer skills in a hybrid environment.

Conduct recorded telephone interviews with life and critical illness insurance applicants in Mandarin and English. Collect and accurately document confidential personal, medical, lifestyle, and health information; answer application-process questions; schedule follow-ups; and coordinate with advisors and underwriting teams. Manage assigned cases to service-level expectations while maintaining accuracy, privacy, compliance, professionalism, and a strong client experience. The role is hybrid, with two in-office days weekly and a Monday–Friday, 12 PM–8 PM schedule.

Provide operational administration of Salary Continuance and employee leave lifecycle, handling intake, documentation, case setup, communications, coordination with Payroll/Benefits/Disability/HR partners, stop-pay/reinstatement tasks, and ensuring data accuracy, compliance, and consistent employee support during complex absence events.

Provides expert HR support within HR Shared Services by resolving complex employee inquiries, managing HRIS data, maintaining compliance, improving processes, generating reports, collaborating with cross-functional teams, mentoring colleagues, and supporting HR projects such as system upgrades and policy rollouts. Requires strong HR operations knowledge, analytical and problem-solving skills, attention to detail, customer service ability, and fluent written and spoken French and English.

Lead strategic Talent Acquisition initiatives focused on modernizing processes, recruiting technology, automation, and AI-enabled solutions. Develop roadmaps with business, technology, and external partners; improve recruiter productivity, candidate experience, and operational effectiveness; and lead change management, communications, and enablement. The role also monitors emerging trends and supports transformation across global markets.

Leads enterprise client data strategy, integration, governance, quality, analytics, automation, and technology transformation for Group Benefits and Group Retirement Services. Manages approximately 40 professionals, establishes performance metrics, modernizes data exchange platforms, and partners with business units, clients, vendors, and technology teams. The role ensures secure, compliant, scalable data solutions while using operational analytics to improve efficiency and client outcomes.

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.

Lead a 40+ person finance team to transform accounting, controls, and financial systems for Sun Life Health. Oversee monthly close, reinsurance accounting, reconciliations, audits, CDCP finance, acquisitions/integrations, and drive process automation and AI-enabled improvements. Partner with Corporate and Canadian Finance to deliver faster, well-controlled financial reporting and better management insights.

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.

Lead external wealth distribution sales for Sun Life Global Investments by building and executing territory plans, meeting IIROC/MFDA/MGA advisors, driving sales of mutual funds, segregated funds and annuities, coaching a small regional team, developing advisor experiences and seminars, and growing market share through strategic partnerships and competitive market analysis.