Business Portfolio Manager

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.

When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

About the role:

TheBusiness Portfolio Manager role is responsible for leading and supporting key portfolio management activities across the SLGI portfolio. The role involves end-to-end portfolio oversight across financial management expense allocation strategic and annual planning governance initiative prioritization resource capacity benefits realization and portfolio reporting.

Working closely with the Director Business Portfolio Management this role drives issues from identification through resolution and partners across Finance Journey and Platform teams delivery stakeholders and senior leadership to strengthen portfolio transparency decisions and execution. The role also assesses business needs and translates them into business cases and future-state solutions.

What will you do

• Own key areas of the SLGI Key Initiative portfolio including governance financial oversight strategic planning prioritization capacity management benefits realization portfolio health and leadership reporting.

• Lead portfolio financial management including forecasting actuals/variance analysis cost allocation capitalization/amortization resource costing benefits tracking and reconciliation across Planview Finance ledger and forecasts.

• Own the Investments Registry as a core portfolio control and govern alignment across the Registry Planview Portfolios AgilePlace and ledger reporting to ensure portfolio information is accurate complete and reliable.

• Lead annual and quarterly portfolio planning including intake sequencing capacity assessments funding trade-offs delivery constraints dependencies and prioritization recommendations.

• Monitor portfolio health across scope cost benefits timeline risk capacity and strategic outcomes; challenge assumptions align stakeholders recommend a path forward and drive issues through to resolution.
• Lead portfolio governance and executive reporting including decision materials planning and leadership forums trade-off discussions action management and escalations.
• Drive continuous improvement across BPMs operating model processes systems and controls through automation AI dashboards streamlined workflows and consulting support on project impacts risks options and future-state solutions.

What do you need to succeed

• 3-5 years of experience in portfolio management financial management business operations strategic planning agile portfolio management program management or a related field.
• 3-5 years of portfolio financial-management experience including forecasting actuals/variance analysis reconciliation cost allocation capitalization/amortization resource costing scenario analysis and benefits tracking.
• Strong understanding of portfolio governance planning intake prioritization capacity dependencies risk management benefits realization and executive reporting.
• Ability to interpret complex financial and operational information challenge assumptions identify root causes develop recommendations and drive resolution.
• Excellent communication skills with the ability to frame decisions influence without authority and build alignment across senior leaders and cross-functional teams.
• Ability to operate independently in ambiguous environments exercise sound judgment and manage competing priorities risks and deadlines.
• Expert Excel (advanced functions and pivot tables) and PowerPoint skills with strong business acumen and a focus on data integrity automation and decision-making.

Preferred Skills:

• Experience with Planview Portfolios AgilePlace or comparable strategic portfolio and workflow-management platforms.

• Experience connecting strategy financials capacity benefits and execution across portfolio Finance reporting and delivery tools.

• Experience within Investments Asset Management Financial Services.
• Experience preparing executive-governance recommendations and supporting benefits realization business cases portfolio health and compliance.
• Experience with Power BI automation AI-enabled tools or other technologies that improve portfolio visibility and efficiency; PMP CPA CFA CBAP SAFe are assets.

Unique Requirements:

• Some work outside regular office hours may be required to support critical timelines or deliverables.
• Some travel may be required (between Toronto and Waterloo).

Whats in it for you

• Hybrid work environment
• A friendly collaborative and inclusive culture
• 20 vacation days per year
• 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
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health mental physical and financial

Recent Awards:

• We are honoured to be recognized as aand 2025 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named Best Places to Work by Glassdoor 2021 and 2023

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 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 .

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.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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