Sun Life Financial

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:

The role of Business Project Analyst is an integral role in contributing to the success of the Sun Life Group Retirement Services (GRS) Business Development plan. Reporting to the Sr Manager Operations and Technology Management in this role you will provide meaningful support to the needs of the GRS business unit and operational processes of the Shared Services group.

The Project Analyst will be responsible to use a variety of systems and to provide access to group members to be successful in their day-to-day work supporting external client needs.

Tasks are expected to be completed following general instructions, and may require creativity for implementation, and analytical skills for required research. The expectation of the incumbent would be to also provide, when needed, recommendations for improvement to process, structure, organization and changes to general responsibilities following best practices.

What will you do?

• Manage requests from the Business Development team; configure tools and systems that allow our teams to manage workflow as well as client and intermediary requests
• Support system performance and access management processes issue triage and communication
• Responsible for analysis, updating, testing and issue resolution with respect to in-take and workflow management tools supported within BD
• Manage and provide basic design support for SharePoint sites, while considering risk and sustainability
• Analysis and testing of requested system changes in UAT environment prior to business review and sign-off and movement to PROD
• Support and assist in the re-engineering, improvement or replacement of business processes and associated technology
• Lead investigation and deployment of AI tools to support efficient business processes

What do you need to succeed?

• Experience with workflow platforms and or collaboration tools is preferred
• Strong PC skills, including experience with Zoom, Microsoft Excel and SharePoint is preferred
• Ability to identify areas of opportunity/improvement to existing processes
• Manages complexity
• Engages and works to influence others
• Drives for results
• Builds and applies self-insight
• Demonstrates resilience and adaptability
• Strong research, analytical, and problem-solving abilities
• Demonstrated technical abilities (configuration and administration of systems)
• Strong communication skills – written and verbal
• Solid organizational and time management skills
• Maintenance and design skills; experience with Wrike is an asset
• Knowledge of Salesforce & AI tools

What will be nice to have:

• University or college diploma in business, computer science or equivalent work experience
• An understanding and/or experience applying project management methodology
• General understanding of the Group Retirement Services business
• Experience with client reporting applications, database design/structure/methodology, data querying tools, etc.
• Process improvement experience

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• 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.

#LI-Remote

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 thebrightside@sunlife.com.

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:

54,000/54 000 - 91,000/91 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

22/06/2025