Wealth Finance Analyst: Strategic Reporting & Forecasting

Sun Life; Toronto; Hybrid; CAD 85,000 - 128,000; Full time

Job summary

Sun Life in Canada seeks a finance professional to prepare and support management reporting, forecasting and planning for the Wealth distribution channel within RA&S. You will work with finance partners to deliver timely financial information and insightful analyses for senior leaders.

Build strong cross‑functional relationships, automate processes where possible, and help deliver outcomes that support growth and profitability. The role can be based in Waterloo or Toronto.

Qualifications

• 3+ years in Finance, Planning, or Analytics.
• Degree in Business or Finance; CPA/CFA/MBA preferred.
• Strong Excel, SAP, Workiva and Longview skills.
• Excellent verbal and written communication.

Responsibilities

• Prepare monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
• Support the RA&S Wealth Quarterly Business Review (QBR) packages, explaining the key drivers of current and forecasted income for senior leaders
• Support the preparation of the RA&S Wealth business and strategic planning & forecasting process while collaborating with internal partners
• Provide support for strategic projects and initiatives
• Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies

Skills

Finance knowledge

Analytical skills

Communication skills

Relationship building

Education

Degree in Business/Finance

CPA/CFA/MBA preferred

Tools

MS Office Suite

SAP

Workiva

Longview

Job description

Sun Life in Canada seeks a finance professional to prepare and support management reporting, forecasting and planning for the Wealth distribution channel within RA&S. You will work with finance partners to deliver timely financial information and insightful analyses for senior leaders.

Build strong cross‑functional relationships, automate processes where possible, and help deliver outcomes that support growth and profitability. The role can be based in Waterloo or Toronto.