Plan Sponsor Reporting Analyst

Sun Life Financial; Montreal; On-site; CAD 51,000 - 81,000; Full time

Job summary

A leading financial services provider in Montreal is seeking a Plan Sponsor Reporting Analyst. This role requires strong Excel capabilities and experience in data visualization tools. Ideal candidates will have over a year of relevant experience, excellent communication skills, and must be bilingual in French and English. Join a supportive team committed to making life brighter for clients.

Benefits

Flexible Benefits

Inclusive work environment

Career path opportunities

Qualifications

• 1+ years’ experience in a Data Analyst or Performance Analyst role.
• Advanced knowledge of Microsoft Office suite, particularly Excel and VBA.
• 1+ years’ experience with data visualization tools (Tableau, Power BI).
• Familiarity with SQL or Python.
• Bilingualism in French and English is required for Quebec.

Responsibilities

• Develop and maintain complex Excel-based reports.
• Identify and investigate data anomalies.
• Liaise with stakeholders to understand business needs.
• Design visualizations that effectively convey data.
• Implement continuous improvement solutions.

Skills

Excel

Data visualization (Tableau, Power BI)

Communication skills

SQL

Python

Education

Undergraduate degree or equivalent work experience

Tools

Microsoft Office Suite

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.

Job Description

*** This is a contract opportunity for 18 months ***

Sun Life Canada’s Group Retirement Services is a market leader in Capital Accumulation Plans in Canada. Our vision is to become a lifetime savings partner for working Canadians & reinvent the formula for pension de-risking. One of the key enablers of our strategy is to transform into a digital and data-driven business.

The Plan Sponsor Reporting Analyst, reporting into the Manager of Reporting Analytics, will have the chance to grow into a valuable team member within our Group Retirement Services portfolio. You'll be guided and supported as you develop your skills and gain insights into our operations. The successful candidate will assist key stakeholders through development and implementation of baseline reporting & ad-hoc requests to provide insights to our clients.

What will you do?

• Develop and maintain complex Excel-based reports using intermediate to advanced functions
• Adept at data discovery to identify and investigate data anomalies and generate insights
• Liaise directly with our key stakeholders to understand business needs and provide suitable analytical solutions.
• Design and create visualization that are effective at translating data into effective storytelling for clients
• Identify continuous improvement solutions to automate, consolidate, or discontinue processes, with a focus on business value & efficiency.
• Build robust documentation practices across all analytical products.
• Comply fully with all privacy, confidentiality, do not contact, SLF Code of Business Conduct, data security, SLF End User Computing and other requirements related to customer data

What will you need to succeed?

• 1+ years’ experience in a Data Analyst or Performance Analyst role
• Advanced knowledge of Microsoft Office suite, particularly Excel and VBA
• 1+ years’ experience with data visualization tools (Tableau, Power BI)
• Excellent communication skills
• Familiarity with SQL or Python
• Undergraduate degree is preferred or equivalent work experience in a related field may be considered in lieu of a degree
• Must be able to obtain and maintain the required level of government security clearance
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide
• Experience in life insurance/wealth management, or other financial services industry (e.g., retail banking, credit card, property, and casualty insurance) is an asset

What's in it for you?

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

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! Several 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: 51,000/51 000 - 80,200/80 200

Job Category: Sales - Client Relationship Management

Posting End Date: 20/11/2025