Senior Consultant, Sponsor Insights – Member Education Engagement

Sun Life

Senior consultant transforming Sun Life retirement-plan sponsor and member data into actionable insights. Optimizing education channels, staffing, scheduling, and leadership decision support.

Posted 8/10/2026full-timeToronto • 🇨🇦 CanadaSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, strategic planning, and business insights within the financial services and retirement sectors. Proficient in translating complex data into actionable recommendations and effective storytelling for leadership decision-making.

Highest-signal resume keywords

Data AnalysisBusiness InsightsStrategic PlanningMicrosoft Excel ProficiencyBilingualism in French and English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data SynthesisForecastingCapacity PlanningScheduling AnalysisStatistical AnalysisData VisualizationSQLComplex FormulasPivotTablesXLOOKUP/VLOOKUP

Soft Skills

Analytical SkillsProblem-SolvingBusiness AcumenCollaborationOrganizational Skills

Tools & Technologies

Microsoft PowerPointData Visualization Tools

Industry Keywords

Financial ServicesRetirementBenefitsBusiness DevelopmentEducation Strategy

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Analyze sponsor-level and member-level data from multiple sources to identify trends, risks, and opportunities
Synthesize insights from analytics, surveys, attendance, engagement, plan health, and retirement readiness metrics
Translate data into recommendations supporting leadership decision-making and business strategy
Partner with Business Development to create data-backed narratives, business cases, and insight-led storytelling
Build staffing, demand, and capacity models for resource planning and strategic prioritization
Assess education session attendance, engagement, and member outcomes to improve channel strategy and session planning
Support Senior Education Consultant scheduling and improve scheduling processes and operational efficiency
Prioritize education deployment based on educator capacity, sponsor opportunity, revenue potential, plan health, and retirement readiness
Develop reporting, dashboards, presentations, and decision-support materials for leadership and stakeholders

Requirements

What you’ll need

10 years of experience in business insights, analytics, planning, strategy, and/or consulting
Experience in financial services, retirement, benefits, or a related business environment
University degree in Business, Analytics, Finance, Economics, Statistics, or a related field
Strong analytical and problem-solving skills
Strong business acumen and strategic thinking capability
Excellent written, verbal, and presentation skills
Ability to work collaboratively across functions and influence stakeholders
Strong organizational skills and ability to manage multiple priorities
High degree of accuracy, attention to detail, and comfort working with ambiguity
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and data manipulation
Experience working with raw data and transforming it into analysis and recommendations
Proficiency in PowerPoint for executive-ready materials
Bilingualism in French and English, oral and written, required for Quebec positions
Knowledge of GRS business, systems, and processes preferred
Experience with data visualization tools preferred
Knowledge of SQL or related tools an asset
Experience with forecasting, capacity planning, and scheduling analysis an asset

Benefits

Comp & perks

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
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 supporting mental, physical, and financial health
Flexible work from both the office and virtually based on business, Client, and employee needs