You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have current and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. 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.

Job Description: Sun Life is a leading financial institution that offer Canadians holistic advice and solutions including insurance, wealth and health through a team of digitally-enabled and insights-driven human Advisors. We are on an exciting journey to transform the Digital Advisor experience that increases ease of doing business, productivity and Client engagement.

Reporting to the Director, Independent Advisor Journey and Shared Capabilities the Product Owner will support Platform / Journey Owners in the delivery of digital experiences, tools and capabilities to Advisors and Firms. The Product Owner will manage activities within delivery teams and will partner with information technology (IT), Distribution Partners, Client Experience Office (CXO)



and other Sun Life business units / functions.

What will you do?

- Product vision and strategy
- Support Platform / Journey Owners in the design of clear product vision aligned to business strategy and outcomes
- Develop and deliver product roadmaps that are aligned to user journey maps and story maps
- Be accountable for product-specific objectives and key results (OKRs)
- Product development and management
- Continuously monitor and measure end-user behaviours and usage of the product to inform ongoing refinement of product roadmap and feature pipeline
- Integrate usability studies and research into product requirements to enhance user satisfaction and ensure user-driven design.
- Engage with Advisors during the requirements life-cycle
- Maximize the value produced by agile team by ensuring the digital product / platform meets the users’ needs and aligns to product vision
- Planning and execution
- Work with the Director to translate product vision into a strategic yet pragmatic roadmap that feeds into a continuously prioritized backlog(s)
- Solve complex issues through in-depth research, identifying options and evaluating to recommend a proposed approach
- Collaborate with the delivery team (e.g. agile, Kanban) and ensure the product delivers as intended and dynamically adjusting plans to deliver on OKRs




- Review QA test plans to align with acceptance criteria, facilitate testing and review of early builds for adherence to functional requirements
- Support business validation to ensure that features works as designed and ensure data integrity
- Partner with Change Management to develop and execute on adoption strategy to drive Advisor usage of digital tools and capabilities
- Proactively identify potential issues and risks to ensure goals are achieved
- Ensure product addresses applicable legal, compliance regulatory and internal policy requirements
- Stakeholder management
- Identify areas of the business affected by product delivery and determine appropriate approach to engage with relevant stakeholders
- Escalate and keep stakeholders informed of key issues, risks and interdependencies
- Collaborate with key partners including Advisors, field management, Enterprise Services, CXO and other business units and functions (e.g. legal, compliance, risk)
- Build and manage relationships with key partners, including effectively engaging executives
- Communication and relationship management
- Proactively stay in touch with internal partners to maintain an understanding of new developments in their areas and identify opportunities for collaboration
- Tailor both written and verbal communication based on audience and situation to maximize buy-in and establish productive working relationships

What do you need to succeed?

- Relevant agile digital delivery experience
- Strong knowledge of distribution, wealth and /or insurance
- Knowledge of Salesforce an asset
- Proven track record of implementation experience of systems or digital capabilities in financia

📌 Product Owner (Toronto)
🏢 Sun Life Financial
📍 Toronto