Sun Life

Senior Pricing Analyst

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Waterloo • Canada

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Salary

💰 CA$58,000 - CA$93,000 per year

Job Level

Senior

About the role

  • Assess the requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases
  • Use the Pricing Model to produce pricing scenarios and alternate fee options for new and in-force Defined Contribution pension plans
  • Use data to determine the appropriate benchmark and recommend fees that are appropriate based on the quantitative and service level specifications of the pension plan
  • Summarize analyses and recommendations clearly and concisely to obtain pricing approvals according to established Pricing Guidelines
  • Propose and communicate pricing options/changes for new and existing plans to Customer Relationship Executives/Managers and Regional Directors of Business Development
  • Prepare Letter of Commitment Document to be presented to clients
  • Analyze the requirements and costs associated with the recordkeeping services identified in the Request For Proposal (RFP) received from Regional Directors of Business Development
  • Maintain and update Pricing Model and supporting infrastructure

Requirements

  • University degree in Business, Finance or Economics (Assets: CPA, CFA and/or MBA)
  • 3-5 years of experience in Group Retirement Services or Financial Services/Insurance
  • Analytical, mathematical, modeling, and creative problem-solving skills
  • Ability to think strategically, apply relevant quantitative and qualitative information, and provide alternatives
  • Advanced skills in Excel, proficiency in Word and Power Point
  • Interpersonal, decision-making and influencing skills
  • Ability to work effectively under tight deadlines
  • Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Inclusive and respectful environment
Applicant Tracking System Keywords

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

Hard Skills & Tools
pricing analysisfinancial modelingquantitative analysisbenchmarkingdata analysiscost analysisrisk assessmentcreative problem-solvingstrategic thinkingpricing guidelines
Soft Skills
analytical skillsdecision-makinginfluencing skillsinterpersonal skillscommunication skillsability to work under tight deadlinesproblem-solving skillsstrategic thinking
Certifications
CPACFAMBA