You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.
At Sun
Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.
We are looking for a highly analytical and strategic professional to join our team as Sr Consultant, Sponsor Insights & Member Education Engagement. In this role, you will help transform data into actionable insight that supports education planning, operational effectiveness, and improved sponsor and member outcomes across GRS. You will work with plan sponsor and plan member data, surveys, attendance and engagement metrics, retirement readiness indicators, and operational information to identify trends, uncover opportunities, and provide recommendations that support both strategy and execution.
You will also play an important role in education channel optimization, staffing and capacity planning, and session scheduling optimization. This role is ideal for someone who enjoys solving complex business problems, working with data, partnering with internal stakeholders, and turning insight into meaningful action.
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 meaningful recommendations that support leadership decision-making and business strategy.
Partner with Business Development to create data-backed narratives, business cases, and insight-led storytelling.
Assess education session attendance, engagement, and member outcomes to recommend improvements to channel strategy and session planning.
Support Senior Education Consultant scheduling and help improve scheduling processes and operational efficiency.
Prioritize education deployment based on educator capacity, sponsor chance, revenue potential, plan health, and retirement readiness.
Develop reporting, dashboards, presentations, and decision-support materials for leadership and stakeholders.
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, with the ability to translate complex data into actionable business insights.
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and data manipulation.
Experience working with raw data and transforming it into clear analysis and recommendations.
Proficiency in PowerPoint for development of executive‑ready materials.
Bilingualism (French, English, both oral and written) required for Quebec positions.
Experience with data visualization tools is preferred.
Knowledge of SQL or related tools is an asset.
Experience with forecasting, capacity planning, and scheduling analysis is an asset.
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 to help build and enhance your future financial security The opportunity to move along a variety of career paths with amazing networking potential In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
Diversity and Inclusiveness: Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas advantages our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to
[email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Use data to drive bold actions. Be agile and pivot as we test and learn.
At Sun
Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.
📌 Sr Consultant, Sponsor Insights & Member Education Engagement (Toronto)
🏢 Sun Life Financial
📍 Toronto