Bilingual Data Analyst

Sun Life; Montreal (administrative region); Hybrid; CAD 58,000 - 93,000; Full time

Benefits offered by this job

Flexible benefits

Pension plan

Stock ownership program

3 weeks of vacation

Best Workplace in Canada

Job summary

Sun Life in Montreal is seeking a Data Analyst to join our Group Benefits Business Development team in a hybrid capacity. You will support Client Reporting with analytics and insights for Quebec-based Clients, while gaining cross-functional exposure to data and reporting systems.

You will compile data from multiple sources, integrate across reporting tools, and deliver clear reports for Account Executives, Advisors and Clients.

Qualifications

• Bilingual French and English (oral and written) for Canada-wide collaboration.
• Strong analytical skills with accuracy and attention to detail.
• Advanced Excel for large data sets (pivot tables, VLOOKUPs, macros).
• Experience with Tableau and data mining.

Responsibilities

• Compile data from various sources and formats; analyze and produce readable reports for Account Executives, Advisors and Clients.
• Integrate data from multiple reporting systems to identify trends and support client plan design decisions.
• Provide support for ad hoc customized reports, including requirements gathering and data source identification.
• Evaluate and improve existing reports and streamline workflows within the business.
• Maintain high customer satisfaction through timely, high-quality solutions and metrics.
• Review issues and recommend enhancements to system functionality.

Skills

Bilingual French/English

Advanced Excel

Tableau

Data mining

Strong math sense

Analytical problem solving

Interpersonal skills

Self-motivated

Prioritization

Attention to detail

Tools

Tableau

BOXI

Express Scripts

Data Lakes

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.

At Sun Life, we’re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

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.

Job Description:

Location

Hybrid

We are looking for a bilingual, energetic, innovative and results-driven candidate to join our Group Benefits Business Development team. The Data Analyst is accountable for supporting Business Development Client Reporting by providing analytics and insights to Quebec-based Clients.

As a Data Analyst, you embrace continuous change and challenges, you are eager to gain cross-functional skills across different areas of data and reporting analysis, and you have a desire to expand both your business and technical knowledge.

What will you do?

• Compile data from various sources and formats, analyze and produce easy readable reports for Account Executives, Advisors and Clients.
• Integrate data from multiple reporting systems such as Tableau, BOXI, Express Scripts and various Data Lakes to identify benefit plan utilization trends, cost management opportunities and to support clients plan design decision making.
• Provide support to Account Executives for ad hoc customized reports requested by clients and Advisors. This includes identification of requirements, source of data, analysis and formatting for delivery to client or facilitating coordination of this through internal resources.
• Evaluate and improve existing reports that are in place as well as collaborating with teams within the business to streamline workflow and company processes.
• Maintain high customer satisfaction through the delivery of timely and high quality solutions to customer problems and metrics to support this process.
• Review various issues as documented by the business users and determine/ recommend enhancements to system functionality (upgrades or improved system capabilities).

What do you need to succeed?

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• Superior analytical skills with the ability to solve complex problems while maintaining accuracy and keen attention to detail
• Advanced Excel skills to manipulate and analyze large data sets (complex formulas, pivot tables, VLOOKUPs, macros)
• Experience with Tableau and data mining
• Strong mathematical, and numbers sense
• Excellent interpersonal, decision making and influencing skills
• Must be self-motivated and a self-starter
• Ability to prioritize tasks based on deadlines, urgency and business needs.
• Understanding of Group Benefits is a strong asset

What’s in it for you?

• We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
• Permanent full-time position with Flexible Benefits from the day you join
• A caring, supportive, and inclusive culture
• Being part of our journey in developing the next greatest digital experience
• Pension Plan, Stock Ownership program, 3 weeks of vacation, and more.

#LI-Hybrid

Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Business Analysis - Process

Posting End Date:

04/09/2026

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 [e-mail].

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.

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