Manager, Financial Planning Strategy and Quality Assurance

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:

About the role:

As Manager Financial Planning Strategy and Quality Assurance you will play an integral role in supporting Sun Life Financial Distribution (SLFD) advisor in producing high quality One Plans (financial planning tool powered by Conquest) for our clients. This role will be responsible for monitoring the end-to-end quality assurance review process for One Plan financial roadmaps within SLFD while driving strategic financial planning initiatives and execution. The Manager will lead the definition and communication of financial roadmap quality standards to SLFD advisors and execute on strategic planning objectives to drive results.

What will you do

• Develop tactics to achieve and execute on financial planning strategic initiatives
• Lead financial planning strategy projects from conception to completion
• Drive planning results including financial plan volumes and quality metrics
• Track and analyze results against strategic goals and targets
  • Oversee and monitor the quality assurance team review process and risk model
  • Manage review volumes and SLAs to ensure timely feedback to advisors and leaders
  • Communicate with advisors on financial roadmap quality issues
  • Manage and coordinate remediation for financial roadmaps with partners teams
  • Support the maintenance and continuous improvement of plan quality
  • Perform other duties and special projects as assigned from time to time
  • Collaborate with internal stakeholders to create and manage a strategic roadmap for financial planning projects
  • Identifying opportunities for improvement and implementing best practices to ensure seamless delivery of financial planning services to our clients.

What do you need to succeed

• 5 years in a strategy and project execution role
• 5 years of experience with Financial Planning techniques processes standards and regulation in Canada
• Strategic thinking and execution capabilities
• Strong data analysis and reporting skills
• Knowledge and experience of industry compliance standards and practices
• Experience assisting with and/or completing compliance audits or tests
• Strong research and analytical skills
• Strong interpersonal and communication skills and ability to negotiate at all levels of the organization
• Adaptability exceptional organizational skills and strong attention to detail
• High proficiency with technology: Microsoft Excel (experience with pivot tables V-look ups) data analytics AI tools
• Knowledge of the financial planning industry including emerging trends and opportunities
• Excellent verbal and written communication skills.

Preferred Skills:

• Financial planning designation (ex. CFP CLU QAFP) would be a strong nice to have
• University or College degree related to business financial planning
• Sun Life Distribution channel experience or knowledge
• Knowledge of life/health/insured-wealth product lines
• Executive-level presentation and reporting experience
• Proven record of high achievement and results orientation

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! 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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