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About the Role
Reporting to the Director, Regulatory and Subsidiary Reporting, this role is responsible for all aspects of financial reporting processes for mutual fund dealer, investment dealer, and insurance distributor entities. The position requires a high level of accounting knowledge, controls, processes, analytical insight, and operational efficiency.
Responsibilities
- Oversee and complete various aspects of the monthly and quarterly finance functions for the entities, including the accounting close, reconciliations, and reporting and analytics
- Ensure completion of the monthly regulatory filings for SLFISI and SLCSI in accordance with CIRO regulatory rules
- Assist in the preparation of the annual legal entity statutory and regulatory financial statements under IFRS and CIRO rules, including all note disclosures
- Provide support for regulatory, external and internal audits of SLFISI and SLCSI by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders to address auditor requests
- Assist and oversee the preparation of quarterly board reports for the subsidiaries
- Support regulatory compliance and reporting requirements, including minimum regulatory capital calculations
- Effectively collaborate with various business areas to support the delivery of financial and regulatory reporting, presentations, and analytics as required
- Provide support and research and lead process updates for accounting and regulatory changes and new initiatives
- Coach, mentor and develop one direct report and one CPA student
- Establish and maintain a robust governance and control environment
- Identify and implement process efficiencies including the use of automation
Requirements
- Experience in retail Wealth brokerage and understanding of CIRO regulatory rules is an asset
- Working knowledge on IFRS
- Strong PC skills (MSOffice Suite, SAP, SharePoint, Tableau)
- Excellent communication and relationship management skills
- Self-starter, with accuracy and attention to detail, works well in a team as well as with minimal supervision
- Ability to organize, prioritize and make decisions that require innovative thinking
- Results driven, ability to take on ownership of tasks, identify issues and provide alternatives
- Curiosity and a willingness to develop process enhancements using generative AI tools such as Microsoft Copilot
- Professional Accounting designation (CPA) with 5+ years of related industry experience in Wealth and/or financial services industry
Skills
- MSOffice Suite
- SAP
- SharePoint
- Tableau
- IFRS
- CIRO regulatory rules
- Generative AI tools
- Microsoft Copilot
- CPA
Location
- Canada
Work Type
- Hybrid
Experience Level
- 5+ years of related industry experience
Education Level
- Professional Accounting designation (CPA)
Salary/Compensations
- 85,000 - 128,000
Benefits
- Access to short-term assignments or ‘Gigs’ across the organization
- Collaborative and interactive team environment
- Charitable giving through You Give, We Give program
- Care Days
- Sick Days
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Values: caring, authentic, bold, inspiring, and impactful.
- Recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada.
- 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.
Equal Opportunity
- 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 thebrightside@sunlife.com.