About the role

Manager, Financial Planning Strategy at Sun Life responsible for ensuring high-quality financial roadmaps for clients. Leading initiatives and collaborating with advisors and stakeholders to improve financial planning services.

Responsibilities

Develop tactics to achieve and execute on financial planning strategic initiatives
Lead financial planning strategy projects from conception to completion
Drive planning results including financial plan volumes and quality metrics
Track and analyze results against strategic goals and targets
Oversee and monitor the quality assurance team review process and risk model
Manage review volumes and SLAs to ensure timely feedback to advisors and leaders
Communicate with advisors on financial roadmap quality issues
Manage and coordinate remediation for financial roadmaps with partners teams
Support the maintenance and continuous improvement of plan quality
Perform other duties and special projects as assigned from time to time
Collaborate with internal stakeholders to create and manage a strategic roadmap for financial planning projects
Identifying opportunities for improvement and implementing best practices to ensure seamless delivery of financial planning services to our clients.

5+ years in a strategy and project execution role
5+ years of experience with Financial Planning techniques, processes standards and regulation in Canada
Strategic thinking and execution capabilities
Strong data analysis and reporting skills
Knowledge and experience of industry compliance standards and practices
Experience assisting with and/or completing compliance audits or tests
Strong research and analytical skills
Strong interpersonal and communication skills and ability to negotiate at all levels of the organization
Adaptability, exceptional organizational skills, and strong attention to detail
High proficiency with technology: Microsoft Excel (experience with pivot tables, V-look ups), data analytics, AI tools
Knowledge of the financial planning industry including emerging trends and opportunities
Excellent verbal and written communication skills.

Hybrid work environment
A friendly, collaborative, and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial