Job Description

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.

Reporting to the Director, Financial Reporting and Analysis, Investment Solutions, this role manages the financial functions of the investment fund company, with primary focus on financial reporting, analysis, process improvement, budget management, and maintaining a strong control environment.

What will you do?

• Prepare and analyze monthly, quarterly, and yearly financial statements

• Generate monthly financial packages and working capital reports (regulatory requirement)

• Support the annual budget and planning cycle

• Oversee all month-end, quarter-end, and year-end reporting, including SLGI reporting, seed capital, Canadian capital, and board reporting

• Manage quarterly proprietary AUM reporting for SLGIAM

• Oversee the quarterly ICFR package

• Coordinate audit requirements with internal and external auditors

• Supervise investment solutions industry surveys and sales reporting

• Prepare journal entries as needed

• Ensure strong control environment across the team

What do you need to succeed?

• Accounting designation with 5+ years of equivalent work experience

• Advanced proficiency in Excel, Word, PowerPoint, and Outlook

• Strong report writing skills using relevant tools

• Excellent communication and interpersonal skills

• Strong organizational skills with ability to manage multiple priorities

• Detail-oriented with excellent analytical and problem-solving abilities

• Self-motivated and adaptable

Preferred:

• Investment or insurance industry experience

• Experience with Oracle and SAP software systems

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

• We’re honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada

#LI-Hybrid

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 thebrightside@sunlife.com

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

23/07/2026