Senior Consultant, Dealer Strategic Initiatives

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:

Dealer is part of Sun Life Canadas Retail Advice & Solutions business unit enabling the distribution of retail wealth advice and solutions to support our Purpose and is on an ambitious journey to grow and transform its business. The Dealer Strategic Initiatives team is part of Dealers transformation function and is accountable for defining and delivering innovative effective and efficient solutions that enhance competitiveness improve advisor Client and employee experience accelerate business growth meet regulatory requirements and contribute to a well-managed risk environment. The team partners closely with several teams to accomplish this mandate including digital delivery change management operations and organizational control functions.

Reporting to the Director Dealer Strategic Initiatives the Senior Consultant is accountable for leading and managing the end-to-end delivery of a set of business and risk initiatives for Dealer to drive meaningful progress against strategic objectives. This role has the opportunity to strongly influence and impact the Dealer organization and requires a senior individual contributor who can own and deliver initiatives in a collaborative environment.

What you will do

• Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiatives lifecycle

  • Translate ambiguous business issues into clearly defined and scoped problem statements

  • Employ a variety of research analysis and collaborative problem-solving approaches to identify define and align on creative solutions to problems

  • Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation

  • Perform Business Process Reviews to identify risks and potential failure points and recommend/implement risk mitigation and control solutions

  • Coordinate and guide projects as a key stakeholder during build and launch phases

  • Effectively monitor results of launched initiatives identify and implement corrective actions where required and generate learnings from initiative closure

• Proactively identify issues and areas for transformation aligned to strategic objectives

• Remain informed on industry trends and regulatory guidance impacting the business

• Provide support and backup to day-to-day accountabilities of the team including in relation to organizational policy exceptions and adherence to key organizational policies

What you need to succeed

• Strong working knowledge and understanding of the Canadian retail wealth industry (investment services investment funds wealth management etc.) including completion of IFIC and/or CSC courses (or to be completed within 12 months of start date)

• Strong business acumen and integrative thinking skills to understand relevance of problems to the organization and quickly narrow in on high-impact creative solutions

• Robust problem solving and critical thinking skills to define analyze and solve complex problems affecting various elements of the business

• Excellent oral and written communication presentation and interpersonal skills

• Strong ability to effectively partner with a variety of stakeholders with different experiences and focuses to collaboratively accomplish work objectives

• Experience working with data and business modelling including Excel models and analysis to process analyze interpret and synthesize large volumes of data

• Experience with general business and process analysis to understand complex processes and systems

• Strong organizational and management skills to plan and manage a portfolio of competing business initiatives

• As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

Other assets:

• Minimum 5 years of relevant business experience preferably in or related to Mutual Fund Dealer or Investment Dealer operations risk management transformation and enablement; knowledge of Sun Lifes business is preferred

• Accreditations and certifications related to Mutual Fund or Investment Dealer businesses risk management program management and/or business analysis

Whats in it for you

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

• Were honoured to be recognized as a 2025 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

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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.

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