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.

This is a contract until end of July 2027 Hybrid work environment (once per week in office: The Advisor Journey Innovation Manager leads complex and ambiguous opportunities from problem framing through discovery, recommendation, business casing, prototyping, and transition into delivery. The role combines innovation discovery with business strategy, analysis leadership, and investment decision support across the Advisor journey. Working with the Director, Journey Owner, the Innovation Manager helps the Innovation Team understand user and business needs, visualize current and future experiences, evaluate opportunities, and translate evidence into practical recommendations and capabilities.

Innovation discovery and experience definition Lead research and discovery activities to understand Advisor, business, operational, and stakeholder needs. Analyze existing evidence and identify gaps that require additional research, validation, or stakeholder input. Design and facilitate workshops focused on problem framing, understanding needs, identifying assumptions, exploring opportunities, prioritizing risks, and establishing next steps.

Ensure discovery work remains grounded in user needs, business outcomes, operational feasibility, technology considerations, and enterprise journey context. Business design and investment recommendations Frame ambiguous or solution-led requests into clear problem statements, desired outcomes, hypotheses, assumptions, decision questions, and discovery plans. Lead options analysis and develop evidence-based recommendations that clearly explain trade-offs, risks, dependencies, and unresolved questions.

Lead or coordinate business cases, including cost-benefit analysis, expected benefits, success measures, risks, dependencies, delivery-cost assumptions, and recommended courses of action. Partner with Finance, Technology, business sponsors, and subject-matter experts to validate assumptions, estimated costs, expected benefits, feasibility, and value-realization logic. Translate complex analysis into concise executive decision materials that communicate business value, options, costs, benefits, risks, dependencies, and recommended next steps.





Translate validated discovery findings and approved recommendations into capability definitions, high-level requirements, success measures, delivery guardrails, and transition materials. Support effective transition from discovery into delivery by ensuring decisions, assumptions, risks, dependencies, ownership, and measures of success are clearly documented and understood. Provide business and journey continuity where required so that delivery remains aligned to the intended experience, approved recommendation, and expected outcomes.

Provide direction, guidance, and mentorship to Business Systems Analysts as they frame ambiguous problems, sequence analysis, resolve conflicting inputs, and progress toward clear recommendations. Review and strengthen problem statements, discovery plans, process maps, options analyses, requirements, recommendations, and leadership materials. Contribute to reusable discovery practices, templates, standards, knowledge sharing, and improvements to the Innovation Team’s ways of working.

Identify the business, Advisor-facing, operational, technology, finance, risk, legal, compliance, change, and delivery stakeholders required to understand an opportunity and make informed decisions. Build and maintain trusted relationships with senior leaders, Journey Owners, Product Owners, Business Systems Analysts, Technology Leads, Architects, CXO partners, and delivery teams. Proactively identify and communicate key issues, assumptions, risks, dependencies, ownership gaps, and decisions requiring escalation.

Escalate material scope, priority, funding, risk, compliance, stakeholder, or delivery-ownership issues to the Director, Journey Owner. Tailor written and verbal communication to working teams, subject-matter experts, business sponsors, and senior leaders. Present findings and recommendations in clear, concise, and decision-oriented language.

Maintain awareness of developments across relevant business and technology areas and identify opportunities for collaboration, reuse, or integration. Significant experience in strategic discovery, business design, journey or service design, product management, business analysis, management consulting, innovation, digital transformation, business architecture, or a related discipline. Strong knowledge of Advisor or business journeys, digital and operational capabilities, Agile delivery concepts, and the relationship between business outcomes, user needs, technology feasibility, operational readiness, compliance, risk,



and value realization.

Experience conducting or directing user and stakeholder research, producing discovery artifacts, and translating findings into business recommendations.

Experience coaching or providing functional guidance to Business Systems Analysts or other analysis professionals.

Experience in financial services, insurance, wealth, distribution, Advisor channels, or another regulated environment is preferred. Robust problem-framing and structured problem-solving skills, with the ability to distinguish evidence from assumptions and determine the level of analysis required to support a sound decision. Ability to lead options analysis and business-case development by integrating financial, operational, strategic, experience, risk, technology, and delivery considerations.

Ability to synthesize qualitative and quantitative information into clear insights, recommendations, and decision materials. Ability to balance user desirability, business viability, technical feasibility, operational readiness, risk, and strategic alignment. Ability to influence senior business and technology stakeholders without formal authority.

Post-secondary education in business, design, research, technology, product management, strategy, or a related field, or equivalent practical experience. Relevant certifications or education in product management, business analysis, design thinking, service design, business design, Lean UX, Agile, research, strategy, or finance are considered assets. Take ownership for moving work forward while enabling others through coaching, clear guardrails, and timely decisions.

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives Being part of our journey in developing the next greatest digital experience 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 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.

Project

Management - Process Posting End Date:

📌 Advisor Journey Innovation Manager (Toronto)
🏢 Sun Life
📍 Toronto