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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product development and client research methodologies, leveraging data-driven analysis to enhance client experiences and drive business outcomes. Strong communication and relationship management skills are essential for collaborating with cross-functional teams and presenting insights to senior leadership.
Highest-signal resume keywords
Product DevelopmentClient Research MethodologiesData AnalysisProject ManagementBilingualism
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Performance AnalysisQuantitative SkillsInformation VisualizationDesign ThinkingSurvey DesignFocus-Group FacilitationCompliance ManagementRisk Management
Soft Skills
Critical ThinkingProblem-SolvingCommunicationRelationship ManagementSelf-Motivated
Industry Keywords
Financial ServicesCanadian Retail InsuranceVoice of the ClientVoice of the AdvisorChange Management
About the role
Key responsibilities & impact- Product Development – execute on product development initiatives from concept to implementation, including Client / advisor research, concept development and validation, business casing, oversight of build and go-to-market, and value realization
- Client / Advisor Research – conduct both qualitative and quantitative research on industry and market trends, competitor actions, etc. and bring forward the Voice of the Client and Voice of the Advisor. Leverage and champion design-thinking best practices to build creative solutions through empathy-driven, human-centered design
- Data-Driven Analysis – analyze both internal and external data to identify trends and opportunities, develop innovative enhancements that increase revenue, improve operational efficiencies, and enhance the Client / advisor experience
- Project Management – facilitate and lead cross-functional teams with conviction, discipline and strong communication to drive towards clear decisions and recommendations
- Communication – synthesize and present findings in a compelling manner; adapting communication and presentations to meet the unique needs of different audiences
Requirements
What you’ll need- Minimum 2 years related experience in the financial services industry, preferably in product management and/or strategy
- Experience with financial and product performance analysis. A good understanding of the Canadian retail insurance landscape would be an asset
- ‘Get stuff done’ in a fast-paced, challenging, and dynamic business environment
- Strong quantitative skills including data interpretation and information visualization
- Strong critical thinking and problem-solving skills, with keen attention to detail
- Strong presentation and written communication skills with track record of working directly with senior leadership
- Self-motivated, able to work both autonomously and collaboratively with multi-functional teams, managing diverse and evolving priorities
- Experience with client research methodologies including design thinking, survey design and execution, and focus-group facilitation
- Strong relationship management skills – ability to partner with key stakeholders and functional areas across the organization
- Robust understanding of compliance and risk management – ability to identify potential risk exposure in product design to ensure adherence to Sun Life's compliance and risk management framework and tolerance
- Agent of change – ability to embrace, adapt, and drive change as required to ensure business objectives are met
- Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Benefits
Comp & perks- A collaborative and inclusive culture
- An environment of continuous learning and improvement
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years
- Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives, and advancing sustainable investing
- In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers
- We are proud to be on the 2025 Best Workplaces in Canada list by Great Place to Work
- We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams
