Sun Life

Insurance

• Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies
• Provide phone consultations by reviewing insurance options and recommending needs-aligned solutions
• Build expertise on Sun Life’s insurance products
• Fulfill strategic priorities including multi-product selling and partnering with Sun Life’s Career Sales Force
• Resolve problems by clarifying issues, researching answers and alternative solutions, implementing solutions, and escalating unresolved problems
• Meet Quality Assurance requirements and other key performance metrics
• Contribute to Rollover Protection sales targets by meeting or exceeding individual count and premium targets
• Report to the Sales Manager, Client Solutions

Bilingual Financial Service Consultant – Insurance

Accounting Manager

• Coordinate and complete monthly and quarterly finance functions, including accounting close, chart of value requests, reconciliations, reporting, and analytics
• Support SLC projects and initiatives by preparing and posting journal entries in SAP
• Ensure balances are accurate and aligned with reporting and accounting requirements
• Assist in preparing legal entity financial statements
• Perform detailed analytical reviews and investigate variances
• Support compliance and regulatory reporting, including excess minimum capital calculations and participation fees
• Support audits by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders
• Collaborate with SLC teams to operationalize new processes and prepare process documentation
• Identify and implement process efficiencies, including automation
• Establish and maintain robust governance and financial controls
• Support legal entity accounting, reporting, control processes, and Management Equity Plan data inputs
• Support monthly and quarterly accounting and reporting close processes and various SLC initiatives

Senior Associate, Accounting and Controls – Management

• Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies
• Provide phone consultations by reviewing options and recommending insurance solutions aligned with member needs
• Build expertise on Sun Life's insurance products
• Fulfill strategic priorities including multi-product selling and partnering with Sun Life's Career Sales Force
• Resolve problems by clarifying issues, researching answers and alternative solutions, implementing solutions, and escalating unresolved problems
• Meet Quality Assurance requirements and other key performance metrics
• Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets
• Report to the Sales Manager, Client Solutions

Risk

• Implement machine learning algorithms to classify and protect Personally Identifiable Information (PII)
• Design and develop Python-based automation tools using Visual Studio Code for metadata management
• Lead machine learning projects and process optimization initiatives
• Create comprehensive data dictionaries
• Develop data flow and lineage maps
• Perform data profiling and analysis
• Drive project management initiatives and ensure timely deliverables
• Collaborate with the Finance Data Governance Team
• Report to the Senior Business Analyst, Data Governance

Student, Data Governance Analyst

Financial Planning and Analysis

• Account for and report loan assets for institutional investors
• Create daily movement files including accrued interest calculations
• Produce daily and monthly fund trial balances
• Perform detailed valuation and trial balance analysis for pooled funds
• Complete control checks to ensure accurate Net Asset Values are sent to the Fund Administrator
• Complete regular financial reporting to internal business partners
• Update queries and reports to the new SAP General Ledger
• Partner with the Robotic team to identify efficiency opportunities
• Recommend and implement process improvements
• Support the investment-related risk and compliance framework for investment-related functions under SLC Management Finance
• Gain data processing, reporting, and audit support experience

Financial Analyst, Student

• Support the Sun Life General Investment Account as part of the FP&A team
• Support quarterly credit cycle reporting, including preparing agendas, taking minutes, summarizing executive materials, and ensuring accounting-standard compliance
• Provide technical accounting guidance for complex transactions
• Assist with the IFRS 9 Expected Credit Loss process and summarize ECL changes
• Ensure accurate capture of ECL results in the P&L and downstream reporting
• Perform ad-hoc investigations for queries from various teams and departments
• Maintain the control environment and support quarterly audit requirements
• Lead continuous improvement projects to improve team efficiency and add value to internal clients
• Leverage data and analytical tools to provide insights to senior management

Bilingual Financial Service Consultant – Insurance

Senior Associate, Accounting and Controls – Management

Bilingual Financial Service Consultant – Insurance

Student, Data Governance Analyst

Financial Analyst, Student

Senior Associate, Financial Planning & Analysis