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Sun Life Financial, Inc.

Bilingual Data Analyst

Posted 3 Days Ago
Be an Early Applicant
Hybrid
Montréal, QC, CAN
Entry level
Hybrid
Montréal, QC, CAN
Entry level
Analyze and integrate data from multiple systems to produce client reports, identify group benefits utilization trends, support plan design decisions, and deliver customized analytics. The role also improves existing reports and workflows, supports Account Executives and Advisors, recommends system enhancements, and maintains timely, accurate solutions for Quebec-based clients. French-English bilingual communication is required.
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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:

Location: Hybrid

We are looking for a bilingual, energetic, innovative and results-driven candidate to join our Group Benefits Business Development team. The Data Analyst is accountable for supporting Business Development Client Reporting by providing analytics and insights to Quebec-based Clients. 

As a Data Analyst, you embrace continuous change and challenges, you are eager to gain cross-functional skills across different areas of data and reporting analysis, and you have a desire to expand both your business and technical knowledge.

What will you do?

  • Compile data from various sources and formats, analyze and produce easy readable reports for Account Executives, Advisors and Clients.
  • Integrate data from multiple reporting systems such as Tableau, BOXI, Express Scripts and various Data Lakes to identify benefit plan utilization trends, cost management opportunities and to support clients plan design decision making.
  • Provide support to Account Executives for ad hoc customized reports requested by clients and Advisors. This includes identification of requirements, source of data, analysis and formatting for delivery to client or facilitating coordination of this through internal resources.
  • Evaluate and improve existing reports that are in place as well as collaborating with teams within the business to streamline workflow and company processes.
  • Maintain high customer satisfaction through the delivery of timely and high quality solutions to customer problems and metrics to support this process.
  • Review various issues as documented by the business users and determine/ recommend enhancements to system functionality (upgrades or improved system capabilities).

What do you need to succeed?

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
  • Superior analytical skills with the ability to solve complex problems while maintaining accuracy and keen attention to detail
  • Advanced Excel skills to manipulate and analyze large data sets (complex formulas, pivot tables, VLOOKUPs, macros)
  • Experience with Tableau and data mining
  • Strong mathematical, and numbers sense
  • Excellent interpersonal, decision making and influencing skills
  • Must be self-motivated and a self-starter
  • Ability to prioritize tasks based on deadlines, urgency and business needs.
  • Understanding of Group Benefits is a strong asset

What’s in it for you?

  • We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
  • Permanent full-time position with Flexible Benefits from the day you join
  • A caring, supportive, and inclusive culture
  • Being part of our journey in developing the next greatest digital experience
  • Pension Plan, Stock Ownership program, 3 weeks of vacation, and more.

#LI-Hybrid


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 [email protected].


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:

58,000/58 000 - 93,000/93 000

Job Category:

Business Analysis - Process

Posting End Date:

04/09/2026

Sun Life Financial, Inc. Laval, Québec, CAN Office

Laval, Canada

Sun Life Financial, Inc. Montréal, Québec, CAN Office

Montréal, Canada

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