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Sun Life

Senior Pricing Analyst

Sun Life

. Assess requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases .

Posted 10/26/2026full-timeWaterloo • CanadaSenior💰 CA$62,000 - CA$93,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in pricing strategy and financial analysis within Defined Contribution pension plans, leveraging strong analytical and modeling skills to assess risks and develop competitive pricing options. Proficient in collaborating with cross-functional teams and communicating complex information effectively to stakeholders.

Highest-signal resume keywords
Pricing Strategy DevelopmentFinancial AnalysisAdvanced Excel SkillsCross-Functional CollaborationDecision-Making

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Financial ModelingQuantitative AnalysisRisk AssessmentBenchmarkingPricing ScenariosService-Level SpecificationsRecordkeeping Services AnalysisLetter of Commitment PreparationCreative Problem-SolvingStrategic Thinking
Soft Skills
Interpersonal SkillsInfluencing SkillsCommunication SkillsDecision-Making SkillsAbility to Work Under Tight Deadlines
Tools & Technologies
ExcelWordPowerPoint
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Group Retirement ServicesFinancial ServicesInsuranceDefined ContributionPricing Guidelines

About the role

Key responsibilities & impact
  • Assess 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 existing Defined Contribution pension plans
  • Determine appropriate benchmarks and recommend fees based on quantitative and service-level specifications
  • Participate in pricing strategy and assumptions discussions with cross-functional stakeholders and senior management
  • Summarize analyses and recommendations to obtain pricing approvals according to established Pricing Guidelines
  • Propose and communicate pricing options and changes to Customer Relationship Executives/Managers and Regional Directors of Business Development
  • Prepare Letter of Commitment documents for clients
  • Analyze requirements and costs associated with recordkeeping services identified in RFPs
  • Maintain and update the Pricing Model and supporting infrastructure
  • Assist with projects as required

Requirements

What you’ll need
  • 3-5 years of experience in Group Retirement Services or Financial Services/Insurance
  • University degree in business, Finance or Economics
  • Assets: CPA, CFA and/or MBA
  • Strong 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, including Pivot Tables and V-look ups
  • Proficiency in Word and Power Point
  • Excellent interpersonal, decision-making and influencing skills
  • Strong communication skills, including experience working with cross functional stakeholders
  • Ability to work effectively under tight deadlines

Benefits

Comp & perks
  • Hybrid work environment
  • 15 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 to help build and enhance your future financial security
  • 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 that support the three pillars of your health – mental, physical and financial