30 Oct
|
SunLife
|
Ontario
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. Sun Life's Group Retirement Services has over 8,000 clients with $150 Billion in assets under administration. The Senior Pricing Analyst will report directly to the Manager, Pricing & Profitability. The successful candidate will be part of a team that supports all pricing aspects of Sun Life's Group Retirement Services' existing business and new business opportunities. This role also provides an excellent opportunity for an individual with solid financial, pricing or pension experience to transition into a wealth management environment. The role encompasses preparing pricing quotes for senior management’s approval using information provided by business development, pricing models and other analytical tools. The role has regular interactions with senior management and other teams in Group Retirement Services. The successful candidate will also assist with projects as required. Assess the requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases. Use the Pricing Model to produce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plans. Use data to determine the appropriate benchmark and recommend fees that are appropriate based on the quantitative and service level specifications of the pension plan. Marketing, Sales, IT, Plan Install, Investment Services, Fund Operations,
Customer Relationship Executives, and Senior Management, where applicable. Summarize analyses and recommendations clearly and concisely to obtain pricing approvals according to established Pricing Guidelines. Propose and communicate pricing options/changes for new and existing plans to Customer Relationship Executives/Managers and Regional Directors of Business Development. 3-5 years of experience in Group Retirement Services or Financial Services/Insurance. ~ University degree in business, Finance or Economics (Assets: CPA, CFA and/or MBA). ~ Strong analytical, mathematical, modeling, and creative problem-solving skills. ~ Advanced skills in Excel (experience with Pivot Tables and V-look ups), proficiency in Word and Power Point. ~ 15 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. Certain sales focused roles have sales incentive plans based on individual or group sales results. 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 thebrightside@sunlife.
We 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. Finance Posting End Date
📌 Senior Pricing Analyst (Ontario)
🏢 SunLife
📍 Ontario