Financial Planner developing holistic plans for affluent clients and supporting Sun Life’s insurance and financial services advisors. Delivering regional training and driving holistic planning growth.
About the role
- Senior Financial Analyst supporting Sun Life Investment Solutions’ forecasting, expense management and financial insights. Building dashboards, models and reporting for strategic business decisions.
Responsibilities
- Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives
- Prepare monthly and quarterly expense reporting, variance analysis and commentary
- Support annual planning, forecasting and budget processes
- Identify expense drivers, forecast risks and opportunities, and recommend actions to improve financial performance
- Develop and maintain dashboards, KPI reporting and analytical tools
- Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities
- Analyze trends across assets under management, sales, productivity and business performance metrics
- Partner with stakeholders to define data requirements and enhance reporting capabilities
- Support incentive compensation modelling, monitoring and governance
- Identify and implement process improvements through automation, technology and enhanced analytics
- Prepare reporting and analysis for audit, governance and control requirements
- Translate complex financial information into actionable insights and recommendations
Requirements
- CPA designation (or equivalent) with relevant finance experience
- 5–7 years of experience in finance, FP&A, business analytics or accounting
- Strong financial modelling, forecasting and analytical skills
- Experience developing dashboards, business cases and executive reporting
- Advanced Excel and data visualization skills (Tableau, Power BI or similar)
- Strong communication and stakeholder management skills
- Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment
- Curious, collaborative and committed to continuous improvement
- Knowledge of investment management, distribution or sales compensation is an asset
Benefits
- Collaborative, supportive and inclusive team environment
- Meaningful work connected to business decisions and strategic planning
- Opportunities to use data, automation and reporting tools
- Exposure to senior leaders and cross-functional partners
- Continuous learning and career development
- Flexibility and wellbeing support
- Hybrid work with flexibility to work from the office and virtually
- Incentive plans for eligible employees, with discretionary payments based on individual and company performance
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior Financial Analyst managing expense planning, forecasting and reporting for Sun Life’s investment solutions. Delivering actionable insights, controls and savings analysis to senior leaders.
Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
VP of Finance leading accounting, treasury, reporting, and finance transformation for Centricity Research’s US and Canadian clinical research network. Supporting acquisitions, refinancing, and scalable growth.
Senior Principal leading tax and preferred equity investments at Crux, a clean - energy capital platform. Structuring complex transactions and guiding Investment Committee decisions.
Principal executing tax and preferred equity investments for Crux, a clean - energy capital platform. Leading transaction modeling, negotiations, Investment Committee preparation, and portfolio stewardship.
Financial Reporting Manager leading accounting, reporting, controls, and compliance for Creative Energy’s sustainable district energy systems. Supporting low - carbon infrastructure growth across North America.
Investment Banking Associate advising real estate clients at Desjardins Capital Markets. Building financial models, analyzing transactions, and supporting client mandates across Canada.
Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
Director guiding Quebec and Atlantic Canada advisors on portfolio construction, risk, and communication. Supporting Manulife’s investment consulting program through referrals and advisor engagements.