Jobs at Sun Life Financial, Inc.

Create and manage branded marketing and community content across email, SMS and Facebook; run campaigns using Outlook and Marketo; moderate and grow the Facebook agency community; extract campaign and social performance metrics and prepare weekly reports; support communications planning, cross-functional campaign execution, and oversight of external service providers.

As a Financial Advisor, you will build client relationships, provide financial planning advice, review financial states, and recommend insurance and investment products while ensuring ongoing support and development.

Financial Advisors at Sun Life build relationships, offer financial planning, and provide tailored investment advice to clients. They engage with the community and continue professional development to enhance their skills.

Support Strategic Finance Initiatives and Accounting Advisory by developing and maintaining finance policies, providing technical accounting guidance, leading impact assessments for new standards, collaborating with cross-functional teams, improving finance processes, supporting third-party risk assessments, and serving as a subject matter expert for system implementations and training.

Lead enterprise IT projects using Agile/SAFe: define scope, timelines, budgets; plan releases; manage stakeholders, dependencies, and cross-functional teams; monitor KPIs and sprint metrics; remove impediments; ensure quality and regulatory compliance; coordinate deployments and capture lessons learned.

Lead cross-functional initiatives to optimize product development processes, improve governance, reduce delivery risk, and scale Product organization. Use project management, process improvement, data analysis and AI/automation to redesign workflows, manage product delivery from initiation through stabilization, maintain governance documentation, and drive operational excellence.

Support the full product development lifecycle for life insurance products: conduct market research, design and implement product solutions, manage product projects, act as SME for initiatives, and promote product propositions to distribution channels to meet business objectives.

Lead requirements discovery and translate business objectives into user stories, data requirements, source-to-target mappings, and acceptance criteria. Partner with Product Owner, data engineering, technology and stakeholders to prioritize backlog, support Agile ceremonies, validate deliveries, and enable reporting, analytics and AI-enabled solutions while maintaining risk, compliance and operational readiness.

Support reconciliations, investigate exceptions, manage feeder tolerance tables and handshake reports, prepare journal entries and wires, provide audit support, maintain controls, and drive process improvements and automation within Investment Solutions accounting.

Recruit, onboard, train and coach new financial advisors (first four years) to build holistic insurance and wealth practices. Source candidates, support licensing and business planning, deliver training, monitor performance and compliance, escalate complaints, and drive recruiting and production metrics while fostering district culture and community presence.

Temporary (up to six months) trainee role preparing candidates for a financial advisor career. Gain product knowledge, coaching, dual licensing (insurance and mutual funds), handle inbound/outbound client calls, perform business development, use digital tools, and transition to an advisor or advisory team upon program completion.

Lead and execute sourcing for non-IT, low-spend tactical purchases across regions. Manage stakeholder relationships, run sourcing processes end-to-end (including negotiations, risk/governance checks, and contract execution), apply project management, and drive continuous procurement process improvements.

Lead and execute tactical IT and corporate sourcing for lower-spend, high-volume procurements. Manage stakeholder relationships, run sourcing processes (RFPs, negotiations, contract execution), ensure governance (third-party risk, AML, compliance), perform data analysis, and drive continuous procurement process improvements.

Serve as a Business Systems Consultant on an Agile MarTech team: elicit and translate business needs into requirements, epics, and user stories; collaborate with product, development, QA, architecture and vendors; support deployments, production issues, and continuous improvement while centering client experience.

Manage Canadian and international tax reporting and compliance for Sun Life's international operations, including FAPI calculations, maintaining foreign affiliate tax attributes (ACB, surplus), excluded property analysis, tax research, responses to tax authorities, supporting global tax strategy, coordinating outsourcing and junior staff, and ensuring compliance for specified Canadian entities.

Lead requirement discovery and translate business objectives into epics, user stories, data requirements and backlog items. Support Agile ceremonies, partner with Product Owner, drive risk-based analysis, data validation, process improvements, testing and rollout, and liaise with stakeholders, vendors and technology teams to deliver compliant, operationally ready solutions.

Serve as the primary on-site liaison for dental providers to educate on benefits, policies, onboarding, and technology; recruit and expand network participation; analyze provider cost/quality, resolve escalated claims and issues, conduct office reviews and presentations, and support electronic claims adoption and reporting. Requires travel within the market.

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.

Design, develop, and deploy AI and generative-AI solutions (including RAG) by building APIs, data pipelines, and cloud-based services. Optimize, secure, test, and monitor LLM-driven features, collaborate with product and engineering teams, perform code reviews and testing, and ensure compliance with architecture, governance, and deployment standards.

Lead end-to-end internal audits and thematic reviews for Asia regional and corporate functions: design risk-based approaches, test controls, report findings, monitor remediation, contribute to annual audit planning, and apply audit analytics and industry best practices to strengthen controls and inform management.