Support Sun Life’s Wealth distribution planning with forecasting, financial reporting, and data-driven analysis in Waterloo King or Toronto York.

This Senior Financial Analyst partners with Retail Advice & Solutions finance teams, Canadian Finance, and business stakeholders. You will prepare accurate reporting, support Quarterly Business Review materials, and analyze business drivers. The role also contributes to strategic planning, forecasting, process improvement, and automation initiatives.

Key Responsibilities:

- Prepare RA&S; Wealth sales and income reporting accurately
- Support Quarterly Business Review packages for senior leaders
- Collaborate on strategic planning and forecasting activities
- Participate in sales data user group discussions




- Build trusted cross-functional finance and business relationships

Requirements:

- Three or more years of relevant Finance or Analytics experience
- Business, Finance, or similar degree; CPA, CFA, or MBA preferred
- Financial reporting tools experience, including Longview, Workiva, or SAP
- Excellent verbal and written communication skills
- Ability to manage deadlines and conflicting priorities

Bring finance planning, reporting, and stakeholder partnership skills to Sun Life’s growing Wealth distribution channel.

📌 Senior Finance Planning Analyst Sun Life (London)
🏢 Sun Life Financial
📍 London