Sun Life

Senior Consultant, Dealer Strategic Initiatives

Sun Life

full-time

Posted on:

Location Type: Office

Location: Toronto • Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$80,000 - CA$128,000 per year

Job Level

Senior

About the role

  • Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiative’s lifecycle
  • Translate ambiguous business issues into clearly defined and scoped problem statements
  • Employ a variety of research, analysis, and collaborative problem-solving approaches to identify, define, and align on creative solutions to problems
  • Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation
  • Perform Business Process Reviews to identify risks and potential failure points, and recommend/implement risk mitigation and control solutions
  • Coordinate and guide projects as a key stakeholder during build and launch phases
  • Effectively monitor results of launched initiatives, identify and implement corrective actions where required, and generate learnings from initiative closure
  • Proactively identify issues and areas for transformation aligned to strategic objectives
  • Remain informed on industry trends and regulatory guidance impacting the business
  • Provide support and backup to day-to-day accountabilities of the team, including in relation to organizational policy exceptions and adherence to key organizational policies

Requirements

  • Strong working knowledge and understanding of the Canadian retail wealth industry (investment services, investment funds, wealth management, etc.), including completion of IFC/CSC course (or to be completed within 12 months of start date)
  • Strong business acumen and integrative thinking skills to understand relevance of problems to the organization and quickly narrow in on high-impact, creative solutions
  • Robust problem solving and critical thinking skills to define, analyze, and solve complex problems affecting various elements of the business
  • Excellent oral and written communication, presentation, and interpersonal skills
  • Strong ability to effectively partner with a variety of stakeholders with different experiences and focuses to collaboratively accomplish work objectives
  • Experience working with data and business modelling, including Excel models and analysis to process, analyze, interpret, and synthesize large volumes of data
  • Experience with general business and process analysis to understand complex processes and systems
  • Strong organizational and management skills to plan and manage a portfolio of competing business initiatives
  • Minimum 5 years of relevant business experience, preferably in or related to Mutual Fund Dealer or Investment Dealer operations, risk management, transformation, and enablement; knowledge of Sun Life’s business is preferred
  • Accreditations and certifications related to Mutual Fund or Investment Dealer businesses, risk management, program management, and/or business analysis.
Benefits
  • 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.
  • Various incentive plans, payment under which is discretionary and subject to individual and company performance.
  • Diversity and inclusion have always been at the core of our values at Sun Life.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business process analysisdata analysisbusiness modelingrisk managementproblem solvingcritical thinkingproject managementrequirements gatheringExcelbusiness analysis
Soft Skills
business acumenintegrative thinkingoral communicationwritten communicationpresentation skillsinterpersonal skillsstakeholder managementorganizational skillscollaborative problem-solvingstrategic thinking
Certifications
IFCCSCMutual Fund Dealer accreditationInvestment Dealer accreditationrisk management certificationprogram management certificationbusiness analysis certification