Senior Business Analyst
Senior Business Analyst
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Job Description
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. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
At Sun Life we work together share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.
Reporting to the Manager Business & Systems Analysis Chapter the Senior Business & Systems Consultant will be a key member of the Retail Wealth Platform. This role offers a unique opportunity to shape the future of advisor experiences and drive strategic initiatives within Sun Lifes Retail Advice and Solutions (RA&S) division.
As part of the Platform team you will possess a strong understanding of the wealth industry specifically in the CIRO Dealer space (formerly MFDA) including regulatory technological and competitive trends. The Senior Business & Systems Consultant conducts need analysis defines capabilities and features collaborates with others for system design; and supports the team to increase productivity and reduce costs.
What will you do
- As part of the Retail Wealth Platform you will collaborate with teams in Operations Compliance and Portfolio Management to define business capabilities and technical solutions required to grow the investment dealer business.
- Lead and manage discovery work to understand user needs and translate them into system capabilities for delivery by development squads.
- Assess current state process and systems to determine how future changes will impact systems processes procedures and clients throughout the organization.
- Create and/or provide comments into internal and external communications and user documentation.
- Review and provide comments on business and technical documentation.
- Act in an advisory capacity as well as coach/mentor to Business & Systems Analysts.
What do you need to succeed
- 5 years of Experience working with CIRO (formerly MFDA) licensed investment dealers with knowledge of systems such as Univeris FundSERV and Broadridge.
- Strong understanding of wealth product structures client account onboarding fee billing model portfolios and discretionary portfolio management.
- Familiarity with CIRO requirements related to KYC suitability performance reporting trade supervision and managed account oversight.
- Experience in transformational system work moving from legacy system to modern system.
- Strong leadership and communication skills with the ability to communicate clearly and align the organization on decisions.
- Experience with data & integration modelling.
- Experience with Business case development.
- Ability to collaborate with a range of internal and vendor partners.
- Excellent multitasking prioritization and time management skills.
- Comfortable working in ambiguous environments.
- Canadian Securities Course through CSI (Canadian Securities Institute) is an asset.
Additional Assets:
- Proficiency in Agile methodologies and experience with quarterly/PI planning (e.g SAFe framework)
- Experience with data mapping SQL and/or working with APIs is an asset.
- Familiarity with JIRA Confluence and other Agile tools
Whats in it for you:
- Were honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada.
- We are thrilled to be recognized by Excellence Canada with their top-level certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee well-being fostering a positive work culture and achieving excellence in mental health.
- Wellness programs that support the three pillars of your health mental physical and financial
- The opportunity to move along a variety of career paths with amazing networking potential.
- As a hybrid organization you and your leader use business and Client needs to choose where you work at home or in the office
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! 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:
78000/78 000 - 128000/128 000Job Category:
Business Analysis - SystemsPosting End Date:
12/08/2025Required Experience:
Senior IC
Employment Type
Full-Time
