Senior Pricing Analyst

Jobtailor; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Sun Life Financial is seeking a Pricing & Profitability Manager to support all pricing aspects of Group Retirement Services, including existing and new business opportunities. You will prepare pricing quotes for senior management using pricing models and analytics, assess risks, and develop pricing scenarios for defined contribution plans.

The role requires 3–5 years in group retirement or financial services, strong analytical skills, advanced Excel, and the ability to communicate effectively

Qualifications

• 3–5 years of experience in Group Retirement Services or Financial Services/Insurance
• University degree in Business, Finance, or Economics
• Strong analytical, mathematical, modeling, and creative problem-solving skills
• Ability to think strategically and apply quantitative and qualitative information
• CPA, CFA, and/or MBA are assets

Responsibilities

• Support all pricing aspects of Sun Life’s Group Retirement Services existing business and new business opportunities
• Prepare pricing quotes for senior management approval using business development information, pricing models, and analytical tools
• Assess requirements, risks, competitive pressures, and financial feasibility of Defined Contribution pricing cases
• Produce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plans
• Determine appropriate benchmarks and recommend fees based on quantitative and service-level specifications
• Participate in pricing strategy and assumptions discussions with cross-functional stakeholders and senior management
• Summarize analyses and recommendations to obtain pricing approvals according to established Pricing Guidelines
• Propose and communicate pricing options and changes to Customer Relationship Executives/Managers and Regional Directors of Business Development
• Prepare Letter of Commitment documents for clients
• Analyze requirements and costs associated with recordkeeping services in RFPs
• Maintain and update the Pricing Model and supporting infrastructure
• Assist with projects as required

Skills

Advanced Excel

Pivot Tables

VLOOKUPs

Microsoft Word

PowerPoint

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance/Economics

Tools

Excel

Word

PowerPoint

Job description

Report directly to the Manager, Pricing & Profitability
Support all pricing aspects of Sun Life’s Group Retirement Services existing business and new business opportunities
Prepare pricing quotes for senior management approval using business development information, pricing models, and analytical tools
Assess requirements, risks, competitive pressures, and financial feasibility of Defined Contribution pricing cases
Produce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plans
Determine appropriate benchmarks and recommend fees based on quantitative and service-level specifications
Participate in pricing strategy and assumptions discussions with cross-functional stakeholders and senior management
Summarize analyses and recommendations to obtain pricing approvals according to established Pricing Guidelines
Propose and communicate pricing options and changes to Customer Relationship Executives/Managers and Regional Directors of Business Development
Prepare Letter of Commitment documents for clients
Analyze requirements and costs associated with recordkeeping services in RFPs
Maintain and update the Pricing Model and supporting infrastructure
Assist with projects as required

Requirements

• 3–5 years of experience in Group Retirement Services or Financial Services/Insurance
• University degree in Business, Finance, or Economics
• Strong analytical, mathematical, modeling, and creative problem-solving skills
• Ability to think strategically and apply quantitative and qualitative information
• Advanced Excel skills, including Pivot Tables and VLOOKUPs
• Proficiency in Word and PowerPoint
• Excellent interpersonal, decision-making, and influencing skills
• Strong communication skills and experience working with cross-functional stakeholders
• Ability to work effectively under tight deadlines
• CPA, CFA, and/or MBA are assets

Core Competencies

Demonstrates strong analytical and mathematical skills to support pricing strategies in Group Retirement Services, utilizing advanced Excel capabilities and effective communication with cross-functional stakeholders.

Highest-signal resume keywords

• Group Retirement Services Experience
• Advanced Excel Skills
• Analytical Skills
• Communication Skills
• Financial Services Knowledge

ATS Optimization Keywords

Hard Skills

• Pricing Models
• Analytical Tools
• Quantitative Analysis
• Financial Feasibility Assessment
• Modeling Skills

Soft Skills

• Creative Problem-Solving
• Interpersonal Skills
• Decision-Making
• Influencing Skills
• Ability to Work Under Tight Deadlines

Certifications & Qualifications

• CPA
• CFA
• MBA

Industry Keywords

• Defined Contribution
• Pricing Strategy
• RFP Analysis
• Customer Relationship Management
• Pricing Guidelines

Tools & Technologies

• Excel
• Word
• PowerPoint