AVP, Financial Planning & Analysis


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AVP, Financial Planning & Analysis



Waterloo, Ontario

Sun Life Toronto One York

time type

Full time

posted on

Posted 2 Days Ago

job requisition id


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 new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
About the role
Reporting to the Vice-President and Chief Financial Officer (CFO), Retail Advice & Solutions, this role is accountable for driving strategic and business planning and analysis for RA&S. This role will also support management reporting, forecasting, and the transformation of our planning process, while being responsible for driving new financial insights to deliver value creation.
Advance your career by joining a team who are as energetic, smart, and driven as you are! The individual in this role will lead the financial planning cycles to achieve strategic and financial objectives for the business unit. A key objective is to analyze and enhance financial performance through optimization of business drivers. The role will partner with the Sun Life RA&S leadership team helping to identify, prioritize and execute on optimization of strategic priorities from a financial perspective.
Keys to success include – the ability to collaborate effectively with all levels of management across the organization, a practical problem solver, effective delegator, with the ability to challenge the status quo through direct communication and a focus on the client while building successful relationships across the business.
We provide an environment where individual contribution is rewarded and teamwork is encouraged, objectives are clearly defined and where our core values are always front and center.
What you’ll be doing
Lead financial analysis including financial planning, forecasting, business insights and decision support within the RA&S Finance team

Identify opportunities to unlock value within or across the business by partnering with other areas, leading data and analytics from a financial perspective

Work with partners to identify financial optimization opportunities under IFRS 17; lead the implementation of these opportunities

Manage and advise on various initiatives, including reviews of business cases and deep dives into certain areas of the business. Work in collaboration with business and functional areas to analyze business profitability and potential optimization opportunities

Continuous improvement mindset, supporting finance and actuarial partners within RA&S to optimize processes and adopt new tools/technologies

Support the quarterly business review and quarterly financial reporting process for RA&S, working with partners including: Finance, Actuarial,


ALM, Risk, Capital

A few reasons you might love this job:

Partner with senior level leaders across RA&S, Investment Solutions, Client Experience Office, Finance, Canadian Strategy, Risk, Enterprise Services

Be appreciated:

Your success will be recognized and appreciated

Drive Change:

We want to hear your great ideas on design, best practices and outcome oriented plans in addition to finding and leading process enhancements


Inclusive, flexible, and fun workplace

What you’ll need to succeed
Strong analytical and problem solving skills

Business mindset with desire to drive business value

10 to 15+ years experience with Financial Services industry; Insurance preferred

FSA, FCIA, CPA, MBA or CFA qualifications would be beneficial; actuarial knowledge/experience is an asset

Strong leadership skills with an ability to work across multiple functions and business groups

Connects the big picture, understands the business and manages complexity across deliverables

Drives for results, optimizes work processes and aligns work to outcomes

Focuses on key internal clients and their needs at senior levels

Operates well in ambiguity and is resilient in changing situations

Adapts leadership style to be effective in different situations and challenges

Works effectively together through engagement and influencing others, collaborates effectively and optimizes talent

Excellent written and verbal communication skills

Excellent financial and business analytic capabilities

Advanced skills in Microsoft Office in support of senior management materials

What’s in it for you
The opportunity to move along a variety of career paths with amazing networking potential.

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.

Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada.

Be part of the Analytics Academy that aims to bring our internal Analytics Community from all business units together.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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 benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
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]

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
140,000/140 000 – 230,000/230 000

Job Category:

Posting End Date:

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At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Shape the future
With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.



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