Director, Strategic Planning & Development, CSC

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:

Join Sun Lifes Client Solutions Centre (CSC) and drive the planning prioritization and business performance management processes that fuel our growth across in-plan member and Group Choices channels. Youll provide the structure discipline and analytical rigor that connects strategy to execution helping extend our reach to empower Canadians to own their future and retire with ease and confidence.

Reporting to the AVP Growth & Execution within Sun Life Canadas Group Retirement Services (GRS) the Director Strategic Planning & Development operates within the CSC. The CSC uniquely combines licensed advisors with a cutting-edge digital platform supporting both active plan members and those transitioning through or remaining in Group Choices our flagship post-employment offering.

What will you do

Strategic & Business Planning

• Lead annual and multi-year strategic planning cycles aligned with GRS and Sun Life Canada priorities
• Develop strategic roadmaps connecting vision to execution
• Build business plans decision frameworks and prioritization structures for investment and resource allocation
• Partner with Finance to project business results based on key drivers

Business Performance Management

• Develop align and track OKRs KPIs and business targets
• Partner with senior leaders to cascade and activate objectives across functions
• Monitor performance identify risks and deliver actionable insights and recommendations

Strategic Assessment & Portfolio Oversight

• Evaluate strategic opportunities through sizing risk/benefit analysis and financial modeling
• Facilitate structured assessments supporting go/no-go decisions
• Provide ongoing oversight of strategic initiative portfolios

Cross-Functional Leadership & Communication

• Frame complex topics into compelling narratives for executives and cross-functional teams
• Create leadership materials templates and reports that drive transparency and alignment
• Coordinate strategic initiatives across functions to ensure on-time on-budget on-strategy delivery
• Drive alignment and execution across diverse stakeholder groups including Finance Product Marketing Data & Analytics Sales Operations Risk Compliance & Legal
• Partner with the Director Growth to integrate test-and-learn initiatives into the strategic portfolio

What do you need to succeed

• 710 yearsin strategy business planning management consulting corporate development or leadership roles in financial services
• Strong understanding of wealth management client experience or financial services business models
• Proven track record building strategic plans OKR frameworks and business performance management systems
• Exceptional analytical and problem-solving skills with ability to synthesize complex information
• Outstanding communication presentation and executive storytelling abilities
• Experience with structured methodologies for prioritization business casing and performance evaluation
• Ability to lead through influence in matrixed organizations

What does success look like

Your impact will be measured by: - Quality and clarity of annual strategic plans and roadmaps - Alignment and adoption of area OKRs and performance frameworks - Accuracy and transparency of reporting and insights - Effectiveness of strategic decision making data-driven insights discovery and initiative prioritization - Leadership satisfaction with communication and planning processes

Why This Matters

The strategies you shape the insights you surface and the alignment you drive has the potential to improve real lives and financial futures. Youll play a pivotal role in helping Canadians navigate one of lifes most important journeysachieving financial security in retirement.

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 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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