Sun Life

Bilingual

• Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
• Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
• Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
• Help clients be ‘retirement ready’ through the use of planning tools
• Conduct investment risk assessments and provide solutions aligned with their investment profile
• Work closely with Branch Manager and support teams to stay current on product and regulatory updates
• Maintain registration and licensing in good standing as an MFDA Dealing representative across all provinces and territories in Canada
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
• Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement

Bilingual Advisor – Wealth

Manager

• Provide guidance and oversight to Provider Partners regarding benefit programs, policies, and procedures
• Identify and address network gaps
• Recognize and implement process improvement opportunities
• Mentor and coach provider engagement staff
• Manage reporting process to identify and modify provider outliers
• Coordinate implementation of quality/cost improvements
• Develop strategic action plans to address network gaps
• Authorize and negotiate special deals

Senior Manager, Provider Engagement

Vice President

• Provide strategic and day-to-day leadership across configuration, enrollment, correspondence, provider credentialing, and provider operations.
• Establish a high-performing culture focused on quality, productivity, continuous improvement, and client/member/provider experience.
• Drive operational scale and standardization while enabling flexibility for complex benefit designs and client requirements.
• Develop and manage annual operating plans, staffing models, budgets, and capacity planning aligned to growth forecasts and client commitments.
• Own operational execution for new client builds, renewals, and mid-year changes.
• Lead eligibility and enrollment operations.
• Oversee creation and configuration of outbound correspondence.
• Manage end-to-end provider onboarding and lifecycle operations.
• Establish and maintain SOPs, controls, and documentation required for audits.

AVP, Member & Provider Service Delivery

Risk

• Develop, implement and operationalize data governance program
• Ensure data quality framework, critical data elements framework and other policies are implemented across multiple business units
• Execute existing enterprise data governance policies, standards, and best practices
• Oversee Regional Canadian Data Governance Council
• Support the execution of the enterprise Data Quality Management Framework
• Partner with data engineering and BI teams to develop and maintain a comprehensive data governance dashboard
• Work closely with enterprise data governance, senior management, and business and technology stakeholders
• Provide guidance on internal risk and compliance policies

Senior Analyst – Data Governance

• Provide strategic and day-to-day leadership across configuration, enrollment, correspondence, provider credentialing, and provider operations
• Own operational execution for new client builds, renewals, and mid-year changes
• Lead eligibility and enrollment operations, ensuring member experience and claims readiness
• Oversee creation and configuration of outbound correspondence
• Lead end-to-end provider onboarding and lifecycle operations
• Establish and maintain SOPs, controls, and documentation for audits

Consultant

• Manage and maintain network pricing database
• Support data strategy efforts in implementing new solutions to network pricing
• Support day-to-day operations of the healthcare economics team
• Serve as the technical expert on data management and technical solutions
• Potential growth opportunity in supporting various data and analytics projects

Senior Healthcare Analytics Consultant

• Manage and Guide provider engagement staff
• Ensure provider engagement staff recruits providers within cost and access goals
• Authorize and negotiate special deals
• Develop strategic action plan to address network gaps
• Develop provider education curriculum and approach
• Cover more markets or highly complex markets
• Organize amendment and recruitment projects
• Develop project plans, internal/external reports, and ensure deliverables are met
• Identify and coordinate implementation of quality/cost improvements
• Manage reporting process to identify and modify provider outliers
• Provide cross-market aid as needed
• Analyze and monitor provider performance reports
• Participate in and often present during client, organized dentistry and key stakeholder meetings/events
• Identify continuous improvement opportunities
• Manage CAP office performance
• Coordinate and implement appropriate performance management strategies for team members to include: Assist in the hiring process, including interviewing candidates. Assist, train and motivate team members. Evaluate and measure effectiveness of team members. Assist in preparation of performance and wage evaluations in accordance with company policy. Manages attendance and company-approved time off for team members.
• Participate in the drive and implementation of Performance Improvement Plans and performance management initiatives.
• Other duties as assigned

• Shape, communicate, and align technology and strategy across the business unit and the organization.
• Partner with Business Leads, Operations, Core IT / Infrastructure, and Enterprise Architecture to define platform roadmaps and OKRs.
• Provide thought leadership on how technology platforms should be developed, adopted, and governed.
• Ensure design and engineering decisions account for reusability, scalability, security, and maintainability.
• Plan for exceptional digital experiences for sponsors and advisors.
• Accountable for end-to-end delivery of technology platforms, including oversight of delivery teams, total cost of ownership and system integrator partners.
• Drive delivery excellence by improving velocity, quality, and reliability across multiple agile squads.
• Lead, mentor, and develop technology teams, fostering a collaborative, inclusive, and execution-focused culture.
• Manage platform financials including budgeting, cost tracking, and capitalization.
• Ensure platform stability, security, and technology currency of applications.
• Act as a strategic technology partner to value stream leaders across Product, Client Experience and Business Operations.

Assistant Vice President, Technology Lead, Group Retirement Services

• Lead a team of approximately 40 team members and serve as a strategic thought and execution leader for Canadian Operations' end-to-end workforce strategy.
• Partner with Operations leaders to develop and execute a Global Operating Model strategy.
• Develop and implement Global Operating Model strategies and roadmap aligned with Canadian Operations' business objectives.
• Drive initiatives to leverage cost-effective global workforce solutions and optimize our distinctive and diverse talent footprint.
• Conduct in-depth workforce distribution analysis to identify optimization opportunities.
• Develop robust metrics and KPIs to measure workforce model effectiveness and inform continuous improvement.
• Implement industry-leading best practices in resource modeling and utilization.
• Establish and maintain governance structures that connect operating model strategy with implementation and execution.
• Build stakeholder relationships to enable capabilities across geographic locations.
• Optimize staffing across multiple business units by ensuring proper resource allocation and cost management.
• Partner with the Director Workforce Management, working closely with many stakeholders to ensure a seamless cycle of resource management.

AVP, Global Operating Model & Workforce Management

Data Analyst

• The AVP, Data Analytics for Canadian Operations represents a strategic opportunity to lead and transform the data analytics function for Canadian Operations.
• Develop and maintain comprehensive data analytics strategy aligned with Canadian Operations objectives, balancing quick wins with long-term capability building.
• Evaluate and prioritize analytics opportunities to maximize business value and drive thought leadership in data-driven problem solving.
• Partner with Sun Life Canada’s Client Experience Office to align with overall Canada data and analytics strategy.
• Establish metrics and KPIs to measure analytics function performance and business impact.
• Maintain existing data infrastructure while leading transformation initiatives to modernize architecture and adopt cloud-based solutions.
• Implement robust data governance framework ensuring quality, accuracy, compliance, and audit-proof processes for internal and external stakeholders.
• Develop and enforce standards for data management, documentation, and controls.
• Lead BI function delivering timely, actionable insights through operational dashboards, scorecards, and trending reports.
• Manage reporting intake and prioritization from diverse stakeholders while creating self-serve analytics capabilities for power users.
• Transform complex operational data into clear visualizations supporting executive reporting and strategic planning.
• Partner with Data Science team in CXO and other analytics partners to leverage common capabilities and drive innovation.
• Apply AI, machine learning, and predictive modeling to operational challenges, proactively identifying automation and optimization opportunities.
• Develop and operationalize predictive models for capacity planning, volume forecasting, and demand management.
• Lead, coach, and develop diverse team, fostering high-performing culture focused on collaboration and innovation.

AVP, Data Analytics & Insights

Support Engineer

• Work with stakeholders and business leaders to influence, impact, and deliver on operational improvements, incidents, assignments & solutions that are complex and strategic in nature
• Act as Operations Lead as part of project/development teams to schedule implementation of changes
• Lead, monitor, identify and implement operational improvements
• Develop an understanding of the business applications supported as well as the business direction
• Maintain and support end-to-end application operations
• Perform performance tuning for queries, applications, and resources across the technology stack
• Monitor and support jobs and application performance
• Ensure compliance with Incident, Problem and Change Management policies and processes
• Deploy enhancements to production using DevOps tooling
• Ensure appropriate prioritization and resolution of defects in accordance with agreed upon SLA
• Provide ongoing communication to key stakeholders regarding significant changes
• Provide technical documentation including design and operational support documentation
• Deliver innovative solutions by leveraging data and technology
• Engage and work collaboratively with Project Teams, Operation teams and vendors

Senior Support Engineer – Data & Analytics Operations

Business Operations

• Ensure requests and documentation are clear, understandable, audience appropriate and accurately captures the key information required for a quality solution that meets business needs.
• Collaborate with technical staff to interpret the needs of the business and assist in the design of the solution to deliver the expected result to our business partners.
• Communicate with our business partners in an effective and timely manner.
• Ensure requests are prioritized, distributed and completed
• Take ownership of support/project issues and engage the appropriate resources to reach resolution.
• Ensure potential issues are tracked and escalated in a timely manner
• Support a work environment that promotes knowledge sharing, customer service, quality, innovation, and teamwork.
• Assist in planning and participate in monthly application maintenance releases
• Support SLF’s Disaster Recovery process and milestones
• Mentor other Business Systems Analysts within AOS

Business Systems Consultant, Operations

Sales

• Conduct extensive in-person meetings with Investment & Financial Advisors
• Achieve sales targets for all products by leveraging established relationships while prospecting for new advisor relationships.
• Develop and execute on an unmatched advisor experience conducted via sales meetings and investor seminars.
• Represent and promote Sun Life Global Investments in the local financial community.
• Create and implement a thorough territory coverage plan.
• Monitor market trends, competitive landscape, and industry developments to inform sales strategies.

Wealth Sales Director – External Wholesaler

Product Manager

• Scope out and establish the overall vision for the Journey or Archer Platform (“Platform”), creating and maintaining a robust roadmap to deliver on that vision
• Coordinate and run the governance of the RCIA Program and oversee the financial management of the Journey or Platform
• Build a clear centralized strategy for the Platform and pipeline of value-creating capabilities to drive continuous improvement for all three RCIA functions
• Define and measure key metrics to evaluate the success of Journeys and the Platform facilitating continuous measurable improvement
• Manage multiple, simultaneous priorities through developing project plans and monitoring/ reporting/ influencing traction to ensure implementation is completed on time and within budget
• Give Platform teams clear direction and guidance so they know what to do but allow them to decide how to do it to accomplish their mission
• Enable Platform teams to develop strategies and solutions that align with business outcomes, offering guidance along the way
• Coordinate and review business requirements, solicit feedback, and ensure the project meets the RCIA stakeholders’ needs
• Liaise with multiple teams and lead communications and relationships to facilitate smooth delivery
• Ensure consistency and quality in the customer experience (RCIA teams, IT teams, business users) across the Journey or Platform.
• Be accountable for prioritizing based on the needs of all teams in the Platform by understanding dependencies
• Make significant contributions to change management to help implement innovative solutions and drive toward achievement of common goals
• Serve as a thought leader and trusted business advisor to senior management and various stakeholders Leading practices
• Support RCIA leaders on enhancing process efficiency, education and training, communication, and annual planning of Archer programs
• Oversee Platform system maintenance including upgrades, outages, and monitoring
• Work with the RCIA technical leads, Sun Life Technology teams and third parties to strengthen and implement change management protocols and practices
• Review Platform performance monitoring results periodically to recommend changes to tools, data and processes and assist with implementing the changes
• Own the role of point person to assist RCIA with cross-function day-to-day challenges in using the Platform
• Identify integration points and establish connections between Journeys, IT, or Business Platforms and the broader business

Director, Archer Product Owner

Financial Planning and Analysis

• Reporting to the Associate Director, supports key aspects of the reporting cycle for SLC
• Preparing the monthly income package and quarterly balance sheet analytics
• Assist with preparation of the Quarterly Financial Review (“QFR”) deck
• Lead and coordinate the Quality Assurance (“QA checks”) for the QFR
• Assist in preparation of external reporting materials including MD&A and ENR for SLC
• Monitor cash balances and extract/classify cash activities for SLC legal entities
• Support seed investment reporting, tracking returns and assessing profitability
• Support regulatory compliance reporting requirements for OSFI
• Manage and oversee reporting hierarchies for accurate data flow across different reports
• Identify and analyze process improvement opportunities within reporting functions

Bilingual Advisor – Wealth

Senior Manager, Provider Engagement

AVP, Member & Provider Service Delivery

Senior Analyst – Data Governance

AVP, Member & Provider Service Delivery

Senior Healthcare Analytics Consultant

Senior Manager, Provider Engagement

Assistant Vice President, Technology Lead, Group Retirement Services

AVP, Global Operating Model & Workforce Management

AVP, Data Analytics & Insights

Senior Support Engineer – Data & Analytics Operations

Business Systems Consultant, Operations

Wealth Sales Director – External Wholesaler

Director, Archer Product Owner

Financial Analyst – Financial Reporting, Capital Management