Senior Consultant, Sponsor Insights – Member Education Engagement

Posted 3 days ago

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About the role

  • Senior consultant transforming Sun Life retirement-plan sponsor and member data into actionable insights. Optimizing education channels, staffing, scheduling, and leadership decision support.

Responsibilities

  • Analyze sponsor-level and member-level data from multiple sources to identify trends, risks, and opportunities
  • Synthesize insights from analytics, surveys, attendance, engagement, plan health, and retirement readiness metrics
  • Translate data into recommendations supporting leadership decision-making and business strategy
  • Partner with Business Development to create data-backed narratives, business cases, and insight-led storytelling
  • Build staffing, demand, and capacity models for resource planning and strategic prioritization
  • Assess education session attendance, engagement, and member outcomes to improve channel strategy and session planning
  • Support Senior Education Consultant scheduling and improve scheduling processes and operational efficiency
  • Prioritize education deployment based on educator capacity, sponsor opportunity, revenue potential, plan health, and retirement readiness
  • Develop reporting, dashboards, presentations, and decision-support materials for leadership and stakeholders

Requirements

  • 10 years of experience in business insights, analytics, planning, strategy, and/or consulting
  • Experience in financial services, retirement, benefits, or a related business environment
  • University degree in Business, Analytics, Finance, Economics, Statistics, or a related field
  • Strong analytical and problem-solving skills
  • Strong business acumen and strategic thinking capability
  • Excellent written, verbal, and presentation skills
  • Ability to work collaboratively across functions and influence stakeholders
  • Strong organizational skills and ability to manage multiple priorities
  • High degree of accuracy, attention to detail, and comfort working with ambiguity
  • Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and data manipulation
  • Experience working with raw data and transforming it into analysis and recommendations
  • Proficiency in PowerPoint for executive-ready materials
  • Bilingualism in French and English, oral and written, required for Quebec positions
  • Knowledge of GRS business, systems, and processes preferred
  • Experience with data visualization tools preferred
  • Knowledge of SQL or related tools an asset
  • Experience with forecasting, capacity planning, and scheduling analysis an asset

Benefits

  • 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
  • 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 supporting mental, physical, and financial health
  • Flexible work from both the office and virtually based on business, Client, and employee needs

Job title

Job type

Full Time

Experience level

Senior

Salary

CA$80,000 - CA$128,000 per year

Degree requirement

Bachelor's Degree

Tech skills

SQL

Location requirements

HybridTorontoCanada

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