Senior Strategy and Transformation Analyst

Sun Life Financial; Waterloo; Hybrid; CAD 84,000 - 138,000; Full time

Job summary

A leading financial services company is seeking a Senior Strategy and Transformation Analyst to lead transformation initiatives and shape strategy. The role requires significant experience in strategy consulting, a strong analytical approach, and expertise in facilitating workshops. The successful candidate will be part of a global team committed to building a client-centric business. This position offers a salary range of $84,000 - $138,000, with hybrid work options available.

Benefits

Flexible work options

Diversity and inclusion programs

Opportunity for growth and development

Qualifications

• 5+ years experience in transformation or strategy consulting, ideally within financial services.
• Experience applying outcome-based performance frameworks.
• Strong command of Microsoft Excel and PowerPoint.

Responsibilities

• Lead and manage transformation initiatives across the organization.
• Design and facilitate collaborative workshops.
• Produce executive-level reporting on initiative progress.

Skills

Strategic thinking

Analytical skills

Workshop facilitation

Detail-oriented

Growth mindset

Education

Bachelor’s or Master’s degree in business or related field

Tools

Microsoft Excel

PowerPoint

Data visualization tools (e.g., Tableau)

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:

Job description (heading) / Description du poste (titre)

Sun Life International is seeking a dynamic Senior Strategy and Transformation Analyst to play a pivotal role in our organization's transformational journey. This position is critical in helping achieve our north star of becoming a scalable, nimble, and client-centric organization with a sustainable business model that meets current expectations and future market needs.

As a key member of the Transformation team , you will lead and support organization -wide transformation initiatives. The role will be responsible for shaping strategy, enabling execution and solv ing high impact business problems. You will work closely with business leaders to identify opportunities, run collaborative workshops and translate insights into practical strategies that drive measurable outcomes and lasting impact

Reporting to the Director of Transformation Coaching, t he successful candidate will enable employees and stakeholders to work differently, embrace new thinking and drive sustainable change and growth.

Key responsibilities

• Lead S trategic T ransformation I nitiatives - l ead and manage t ransformation initiatives, including proactive stakeholder management, problem framing , solution development , strategic roadmap creation , and delivery coordination

• Facilitate C ollaborative W orkshops - d esign and facilitate collaborative workshops to co - create solutions, build alignment and drive decision making. Translate workshop outcomes into actionable roadmaps and lead follow-through to execution .

• Support S trategic P lanning and B usiness C ase D evelopment - c onduct in-depth market intelligence research on industry competitor s and trends to support business case development and decision making

• Develop E xecutive- L evel R eporting and I nsights - p roduce executive-level report ing and insights on initiative progress, risks and dependencies , leveraging OKRs and KPIs to ensure alignment with strategic priorities

• Advance a C ulture of C ontinuous I mprovement - c hampion the evolution of Sun Life International’s continuous improvement program and culture by embedding client centric practices , including L EAN , Agile and Design Thinking into ways of working

• Support Change Adoption and Communication for Transformation - p artner with Change Management and Internal Communications to support change adoption, behavio u r change and effective messaging for transformation efforts

• Value Stream Process Mapping & Optimization - d evelop a nd maintain a comprehensive portfolio of value stream-aligned process maps to identify inefficiencies and improvement opportunities

• Contribute to Evolv e Transformation Strategy and Outcomes - c ontribute to the ongoing development and refinement of Sun Life International's Transformation strategy and outcomes

Who you'll be working with:

You will be part of a global, multidisciplinary team with members across Canada , Bermuda, Ireland, Asia , and the US . The Transformation Consultant will work closely with stakeholders across functions including Finance, Operations, Technology, Distribution, Product Development, Strategic Delivery, Risk, Compliance, and Actuarial

What we're looking for:

• A bachelor’s or master’s degree in business, strategy, or a related field from an accredited university

• 5 + years of hands - on experience in transformation or strategy consulting , ideally within the financial services or insurance industry

• A s trategic t hink er with p roven experience supporting or leading customer - centric transformation projects, including business case development , strategic roadmapping , execution and value delivery

• Experience applying outcome-based performance frameworks such as OKRS to define success, trac k business impact and continuous support performance improvement

• Experience with workshop design, facilitation and cross functional collaboration

• H ighly organized and detail-oriented with the ability to manage competing priorities in a fast-paced environment

• A growth mindset , curiosity for learning and passion for driving meaningful change

• Strong analytical approach with the ability to structure problems and analyze both qualitative and quantitative data to generate insights and actionable recommendations

• Strong command of Microsoft Excel (data modelling), PowerPoint (executive story telling), and collaboration tools like Miro and MURAL

• Familiarity with data visualization tools like Tableau , ThinkCell and Producity Pro is an asset

• Exposure to Agile methodologies and experience working in agile en vironments

• Willingness and ability to travel to other Sun Life International locations if require d

W hy join us:

At Sun Life International, we are committed to building a client - centric , digitally enabled and inclusive bus iness . In this role, you will help shape the future of Sun Life’s transformation journey and have the opportunity to make a real impact – while developing your strategic, operational and leadership skills in a highly collaborative and purpose driven environment

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:

84,000/84 000 - 138,000/138 000

Job Category:

Corporate Development & Strategy

Posting End Date:

12/08/2025