Senior Business & Systems Consultant

Sun Life Financial; Waterloo; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

A leading financial services company in Waterloo is seeking a Senior Business & Systems Consultant to drive the transformation of advisor experiences. The role demands deep business process expertise, collaboration with various stakeholders, and the ability to translate needs into comprehensive requirements. Ideal candidates will have over 7 years of experience, strong leadership skills, and a passion for the financial services sector. A hybrid work environment and opportunities for growth are offered.

Benefits

20 vacation days per year

Flexible benefits

Pension and stock programs

Access to Global Learning Centre

Wellness programs

Qualifications

• 7+ years in complex business processes.
• 5+ years in Agile environments.
• Proven track record in creating actionable documentation.

Responsibilities

• Analyze and define user needs for system capabilities.
• Collaborate with stakeholders to define problem statements.
• Drive discussions for solution recommendations.

Skills

Optimizing complex business processes

Strong leadership

Communication skills

Multitasking

Agile methodologies

Strategic thinking

Education

Bachelor’s degree or equivalent

Tools

Excel

PowerPoint

Miro

Job description

Senior Business & Systems Consultant page is loaded

Senior Business & Systems Consultant

Apply locations Waterloo, Ontario Sun Life Toronto One York time type Full time posted on Posted Yesterday job requisition id JR00114110

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:

At Sun Life, we work together, share common values, and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Reporting to the Manager, Business & Systems Analysis Chapter, the Senior Business & Systems Consultant will be a key member of the Advisor Digital Journey Leadership Team. This role offers a unique opportunity to shape the future of advisor experiences and drive strategic initiatives within Sun Life's Retail Advice and Solutions (RA&S) division.

As part of this leadership team, you will possess deep knowledge of diverse business concepts, practices, and procedures related to technology and operations in the financial services industry. You will rely on your expertise, experience, and judgment to plan and achieve goals across various workstreams. The Senior Business & Systems Consultant plays a pivotal role in driving success by conducting thorough needs analyses to identify areas for improvement and growth. This professional then translates these insights into comprehensive requirements, establishing the foundation for effective system design.

What will you do?

• As a key member of the Advisor Digital Journey Leadership Team within RA&S, you will analyze and define user needs and translate them into system capabilities to be transitioned to Hubs/Squads for refinement and implementation
• Assess current state process and systems to determine how future changes will impact systems, processes, procedures, and clients throughout the organization.
• Track deliverables and drive discussions to make solution recommendations.
• Collaborate with a variety of stakeholders throughout the organization to define problem statements, business scope, and prioritize features.
• Act in an advisory capacity as well as coach/mentor to Business & Systems Analysts.

What do you need to succeed?

• 7+ years of demonstrated expertise in optimizing complex business processes, eliciting comprehensive requirements and leading the design and implementation of impactful system solutions
• Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.
• Proven track record in creating actionable documentation/artefacts (e.g., business cases, RFPs, solution recommendations, executive presentations) from ambiguous pain points and requirements
• Experience defining and eliciting learnings from Proof-of-Concept activities and processes.
• Demonstrated ability to collaborate effectively with internal and external partners of all levels of seniority
• Excellent multitasking, prioritization, and time management skills.
• 5+ years of hands-on experience in Agile environments
• Ability to thrive in complex, ambiguous, and fast-paced environments, showcasing adaptability and strategic thinking
• In-depth knowledge and understanding of Advisors and the financial services sector, with a passion for transforming the advisor experience
• Proficiency in Excel, PowerPoint, and Miro

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:

78,000/78 000 - 128,000/128 000

Job Category:

Business Analysis - Systems

Posting End Date:

11/08/2025

Shine together

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.