Sun Life

Manager, Financial Planning Strategy, Quality Assurance

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Waterloo • Canada

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Salary

💰 CA$80,000 - CA$128,000 per year

About the role

  • 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.

Requirements

  • 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.
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 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planning techniquesdata analysisreporting skillscompliance auditsstrategic planningquality assurancerisk modelingproject executionprocess standardsfinancial metrics
Soft Skills
strategic thinkinginterpersonal skillscommunication skillsnegotiation skillsorganizational skillsattention to detailadaptabilityresearch skillsanalytical skillscollaboration