Manager, Regulatory and Subsidiary Reporting

Sun Life

. Report to the Director, Regulatory and Subsidiary Reporting as part of the Retail Advice & Solutions Finance team .

Posted 11/5/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in regulatory compliance and financial reporting, with a strong foundation in IFRS and CIRO rules. Proven ability to lead audits, mentor team members, and implement process efficiencies in a finance environment.

Highest-signal resume keywords

Regulatory ComplianceFinancial ReportingIFRS KnowledgeCPA CertificationWealth Brokerage Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting CloseReconciliationsRegulatory FilingsFinancial Statements PreparationAudit CoordinationProcess AutomationData Analytics

Soft Skills

Excellent CommunicationRelationship ManagementAttention to DetailInnovative ThinkingResults Driven

Tools & Technologies

MSOffice SuiteSAPSharePointTableauMicrosoft Copilot

Certifications & Qualifications

CPA Certification

Industry Keywords

CIRO RulesRetail Wealth BrokerageFinancial ServicesGovernanceControl Environment

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Report to the Director, Regulatory and Subsidiary Reporting as part of the Retail Advice & Solutions Finance team
Oversee and complete monthly and quarterly finance functions, including accounting close, reconciliations, reporting, and analytics
Complete monthly regulatory filings for SLFISI and SLCSI in accordance with CIRO rules
Assist in preparing annual legal entity statutory and regulatory financial statements under IFRS and CIRO rules, including note disclosures
Support regulatory, external, and internal audits by coordinating deliverables, preparing audit samples, and liaising with stakeholders
Assist and oversee preparation of quarterly board reports for subsidiaries
Support regulatory compliance and reporting requirements, including minimum regulatory capital calculations
Collaborate with business areas on financial and regulatory reporting, presentations, and analytics
Research and lead process updates for accounting and regulatory changes and new initiatives
Coach, mentor, and develop one direct report and one CPA student
Establish and maintain a robust governance and control environment
Identify and implement process efficiencies, including automation

Requirements

What you’ll need

Experience in retail Wealth brokerage and understanding of CIRO regulatory rules is an asset
Working knowledge of IFRS
Strong PC skills (MSOffice Suite, SAP, SharePoint, Tableau)
Excellent communication and relationship management skills
Self-starter, with accuracy and attention to detail, works well in a team as well as with minimal supervision
Ability to organize, prioritize and make decisions that require innovative thinking
Results driven, ability to take on ownership of tasks, identify issues and provide alternatives
Curiosity and a willingness to develop process enhancements using generative AI tools such as Microsoft Copilot
Professional Accounting designation (CPA) with 5+ years of related industry experience in Wealth and/or financial services industry

Benefits

Comp & perks

Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
A collaborative and interactive team environment
Charitable giving through our You Give, We Give program, with contribution matching in many cases.
Care Days available for self-care or care of others.
Sick Days to support your well-being.
Hybrid work flexibility from the office and virtually based on business, client, and employee needs.
Incentive plans for eligible employees, with payments discretionary and subject to individual and company performance.