Senior Business & Systems Consultant

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

Job summary

Sun Life Financial is seeking a Senior Business & Systems Consultant in Waterloo to enhance their investment dealer business. Candidates will collaborate across departments to define capabilities and technical solutions, leveraging their expertise in the wealth industry for optimal client service and productivity.

Benefits

Continuous learning environment

Collaborative and inclusive culture

Flexibility to work from home and office

Incentive plans based on performance

Qualifications

• Experience with CIRO licensed investment dealers.
• Knowledge of fee-management systems and discretionary portfolio management.
• Strong understanding of wealth product structures.

Responsibilities

• Collaborate with teams in Operations, Compliance, and Portfolio Management.
• Analyze user needs and translate them into system capabilities.
• Conduct needs analysis and define system capabilities.

Skills

Leadership

Communication

Data & Integration Modelling

Multi-tasking

Prioritization

Time Management

Education

Canadian Securities Course

Tools

Kyndryl/Broadridge SIS

Dataphile Brokerage Platform

Croeses

Envestnet

Wealth 360

D1G1T

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 JR00110509

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:

At Sun Life Canada Securities Inc., (SLCSI), we work together, share common values, and encourage growth and achievement. SLCSI provides a range of investment products, including stocks, fixed-income securities, mutual funds, exchange-traded funds (ETFs) to support personalized service and sophisticated investment strategies, to grow, protect and enhance your financial wellbeing of investors. 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 has a strong understanding of the wealth industry, specifically in the security dealer space, including regulatory, technological, and competitive trends; they rely on their expertise, experience, and judgment to plan and achieve goals, and to do a variety of tasks. The Senior Business & Systems Consultant conducts needs analysis, defines capabilities and features, collaborates with others for system design; and supports the team to increase productivity and reduce costs.

What will you do?

• As part of the Sun Life Canada Securities Inc (SLCSI) Platform, you will collaborate with teams in Operations, Compliance and Portfolio Management to define business capabilities and technical solutions required to grow the investment dealer business.

• Analyze and define user needs and translate them into system capabilities for delivery by development squads.

• Assess current state process and systems to determine how future changes will impact systems, processes, procedures, and clients throughout the organization.

• Create and/or provide comments into internal and external communications and user documentation.

• Review and provide comments on business and technical documentation.

• Act in an advisory capacity as well as coach/mentor to Business & Systems Analysts.

What do you need to succeed?

• Experience working with CIRO (formerly IIROC) licensed investment dealers with knowledge of systems such as Kyndryl/Broadridge SIS platform or Dataphile Brokerage Platform

• Strong understanding of wealth product structures, client account onboarding, fee billing, model portfolios and discretionary portfolio management.

• Hands on experience setting up and configuring systems that support management of fee-based programs, SMAs and UMAs.

• Familiarity with platforms such as Croeses, Envestnet, Wealth 360 or D1G1T

• Familiarity with CIRO requirements related to KYC suitability, performance reporting, trade supervision and managed account oversight.

• Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.

• Experience with data & integration modelling.

• Experience with Business case development.

• Ability to collaborate with a range of internal and vendor partners.

• Excellent multitasking, prioritization, and time management skills.

• Comfortable working in ambiguous environments.

• Canadian Securities Course through CSI (Canadian Securities Institute) is an asset.

What’s in it for you?

• An environment of continuous learning and improvement.

• A friendly, collaborative, and inclusive culture in an interactive team environment.

• Being part of our journey in developing the next greatest digital experience.

• Working together, sharing common values, and encouraging growth & achievement.

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:

27/06/2025

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.