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.

The Business Portfolio

Manager role is responsible for leading and supporting key portfolio management activities across the SLGI portfolio. The role involves end-to-end portfolio oversight across financial management, expense allocation, strategic and annual planning, governance, initiative prioritization, resource capacity, benefits realization, and portfolio reporting. Working closely with the Director, Business Portfolio Management, this role drives issues from identification through resolution and partners across Finance, Journey and Platform teams, delivery stakeholders, and senior leadership to strengthen portfolio transparency, decisions, and execution.

The role also assesses business needs and translates them into business cases and future-state solutions. Own key areas of the SLGI Key Initiative portfolio, including governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting. Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts.

Own the Investments Registry as a core portfolio control and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting to ensure portfolio information is accurate, complete, and reliable. Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity,



and strategic outcomes; Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade‑off discussions, action management, and escalations. Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future‑state solutions. 3‑5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field. ~3‑5 years of portfolio financial‑management experience, including forecasting, actuals/variance analysis, reconciliation, cost allocation, capitalization/amortization, resource costing, scenario analysis, and perks tracking. ~ Strong understanding of portfolio governance, planning, intake, prioritization, capacity, dependencies, risk management, benefits realization, and executive reporting. ~ Excellent communication skills, with the ability to frame decisions, influence without authority, and build alignment across senior leaders and cross‑functional teams. ~ Ability to operate independently in ambiguous environments, exercise sound judgment, and manage competing priorities, risks, and deadlines. ~ Expert Excel (advanced functions and pivot tables) and PowerPoint skills, with strong business acumen and a focus on data integrity, automation, and decision‑making.

Experience with Planview Portfolios, AgilePlace, or comparable strategic portfolio and workflow‑management platforms.

Experience connecting strategy, financials, capacity, benefits, and execution across portfolio, Finance, reporting, and delivery tools.

Experience within Investments, Asset Management, Financial Services.





Experience preparing executive‑governance recommendations and supporting benefits realization, business cases, portfolio health, and compliance.

Experience with Power BI, automation, AI‑enabled tools, or other technologies that improve portfolio visibility and efficiency; PMP, CPA, CFA, CBAP, SAFe are assets. Some work outside regular office hours may be required to support critical timelines or deliverables. Some travel may be required (between Toronto and Waterloo). 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 ~ Project Management - Process Posting End Date: 30/09/2026 Diversity and inclusion Diversity and inclusion have always been at the core of our values at Sun Life.

A diverse workforce with wide perspectives and creative ideas benefits 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.

📌 Business & Portfolio Manager H/F (Toronto)
🏢 Sun Life Financial
📍 Toronto