Job Description: Sun Life is looking for an Associate to join our Corporate Development team.

Corporate Development is responsible for evaluating and driving strategic initiatives across Sun Life’s four pillars.

This includes supporting mergers, acquisitions, sales, minority equity investments, as well as the formation of joint ventures, partnerships and other strategic opportunities.

Corporate Development also evaluates and helps execute broader enterprise-level strategic initiatives and internal projects, including semi-organic opportunities.

The Associate, Corporate Development, is based in Toronto and will join a high-performing team and play a key role in developing and executing on both short and long-term growth strategies across Sun Life’s global business.

Please note this role requires regular presence at our Toronto One York offices, with hybrid flexibility in preapproved circumstances.

What will you do? Play a key role in the evaluation of strategic opportunities, including mergers, acquisitions, sales, minority investments, as well as joint ventures, partnerships, and other strategic opportunities Support all stages of the transaction life cycle and manage multi-functional due diligence processes to appropriately identify risks and mitigants Prepare internal approval and informal evaluation materials for senior leaders which summarize strategic merits, financial considerations, and key risks on prospective opportunities Build and maintain detailed financial models for valuation, transaction analysis, and strategic planning; develop key assumptions and draw conclusions from the analysis Conduct industry research, market analysis,



and competitive benchmarking to identify and distill key industry trends and opportunities for internal stakeholders Undertake ad-hoc analyses, as required from time to time, to support business planning and other strategic projects Develop and maintain databases of comparable companies and precedent transactions Provide ongoing mentorship and professional development support to analysts Other responsibilities as required What do you need to succeed? 3-5 years of relevant experience, such as investment banking, corporate development, M&A; and/or actuarial transaction advisory Bachelor's degree in finance, economics, commerce, actuarial science or a related field Proficiency in building complex financial models, including merger model and discounted cash flow model Strong understanding of capital budgeting concepts, financial statement analysis, and valuation methodologies Knowledge of Canadian life insurance financial reporting and actuarial valuation High proficiency in Microsoft Excel and Power

Point, with experience in creating visually compelling presentations Excellent written and verbal communication skills, with the ability to effectively present complex information to non-finance professionals Strong project management and organizational skills,



with the ability to manage multiple tasks and projects simultaneously To work cross-functionally, build relationships and collaborate effectively with a wide range of internal and external stakeholders on transaction processes across our global businesses To leverage technology and data to help drive efficiencies and positive outcomes Unquestionable personal code of ethics, integrity, and trust Preferred Skills: Completion or demonstrated progress towards relevant professional designations (e.g., CFA, CBV, CPA, FSA/FCIA) considered an asset Proficiency in Bloomberg, Capital IQ and other similar tools Demonstrated aptitude for learning and applying relevant AI tools Other Requirements: Ability to work flexibly across multiple time zones while managing competing priorities and deadlines; travel commensurate with business needs What's in it for you? The opportunity to move along a variety of career paths with amazing networking potential Flexible Advantages from the day you join to meet the needs of you and your family We’re committed to creating an inclusive and respectful environment.

Our goal is to make sure all our employees have the chance to live up to their full potential We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health *LI-MS

📌 Associate, Corporate Development (Toronto)
🏢 Sun Life
📍 Toronto