Senior Best Practice Consultant

Sun Life Financial; Toronto; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Senior Best Practice Consultant to join its Wealth Operations team. This role focuses on implementing process improvements that enhance client satisfaction and operational efficiency. Candidates should possess 2+ years of experience in managing complex projects and a solid understanding of Wealth products. The position offers a hybrid work environment and various benefits to support employee well-being and career development.

Benefits

Hybrid work environment

20 vacation days per year

Flexible Benefits

Pension and stock programs

Global Learning Centre access

Wellness programs

Qualifications

• 2+ years leading complex projects.
• Ability to manage multiple projects effectively.
• Bilingualism required for Quebec only.

Responsibilities

• Represent Wealth Operations on cross-functional initiatives.
• Support training and change management activities.
• Lead process improvement initiatives.

Skills

Project management

Problem-solving

Relationship-building

Time management

Organizational skills

Education

Experience within investment funds industry

Understanding of Wealth products

Tools

Miro

Pega

Microsoft Excel

PowerPoint

SharePoint

Word

Job description

Job Description:

About the role:

We’re looking for a Senior Best Practice Consultant to join our dynamic Wealth Operations team. This role is perfect for those who are passionate about project management, enjoy solving complex business challenges, and are driven to implement continuous improvements that make a real difference.

In this position, you will play a key role in driving positive improvements throughout Wealth Operations. Your work will directly contribute to increased client satisfaction and enhanced operational efficiency, making this an impactful opportunity to shape our organization’s success.

The role requires strong relationship‑building skills combined with a results‑oriented mindset. You will collaborate closely with key stakeholders across the organization and work alongside fellow consultants to achieve shared goals and deliver results.

What will you do?

• Represent Wealth Operations on complex or cross‑functional initiatives that impact business operations. This includes large‑scale process improvements, form enhancements, regulatory and product changes.
• Support any training and change management activities required to ensure successful project implementations.
• Manage sponsor and stakeholder relations to ensure that project delivery expectations are specified and met.
• Lead and facilitate process improvement initiatives, proposing actionable recommendations to enhance operational efficiency and effectiveness.
• Work with business and program leaders to prioritize initiatives, develop new processes and refine best practice support needs.
• Define, build and execute the creation and maintenance of knowledge management content.
• Communicate proposed changes in a way that drives acceptance and ownership by stakeholders and removes barriers to successful and sustainable implementation.

What do you need to succeed?

• 2+ years of demonstrated experience leading large, cross functional, complex projects.
• 1 – 2 years of experience within the investment funds industry and proficient understanding of Wealth products and business processes (accumulation annuities, GICs, mutual funds, segregated funds).
• Ability to prioritize multiple projects with exceptional time management and organizational skills.
• A passion for enhancing client experiences through innovative solutions.
• Adaptability and enthusiasm to thrive in a fast‑paced environment.
• Ability to build relationships and collaborate effectively across teams. This includes being comfortable communicating with all levels of leadership.
• A hands‑on attitude and willingness to tackle challenges head‑on.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English‑speaking manager outside Quebec.

Preferred Skills:

• Six Sigma, Lean or other process improvement methodologies
• Project management techniques, tools and methodologies; PMP certification or equivalent
• Experience using various presentation and collaboration tools (Miro, Pega, PowerPoint, SharePoint, MS Excel, Word)

What’s in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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 [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:

80,000/80 000 – 128,000/128 000

Job Category:

Business Analysis – Process

Posting End Date:

14/12/2025