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Director, Financial Planning

4 months ago

Waterloo, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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.

The Director, Financial Planning & Analytics, Investment Solutions (FP&A) is responsible for developing Financial and Strategic Plan projections for Individual Wealth as well as producing monthly forecasts, in addition to developing and supporting the analysis of financial strategies to meet and exceed our financial targets. The position also supports the quarterly business/financial review process.

**What will you do?**
- Develop Financial and Strategic Plan Drivers of Earnings (DOE) analysis for Individual Wealth for Plan and Forecast. This includes developing earnings/CSM/capital projections.
- Own the process, assumptions, modeling, and communication of income results for the forecasting, business plan, and strategic plan for all investment solutions products
- Partner closely with ALM in understanding and presenting the quarterly investment results
- Partner closely with ALM, Canada Risk, valuation partners to monitor and propose actions to manage Individual Wealth income.
- Support Individual Wealth strategic initiatives by reviewing/validating the financial projections/benefits associated with business cases.
- Motivate and lead a high performing team.
- Develop relationships with business partners in Valuation, Expense, SLGI Reporting, ALM, Pricing, Canadian Finance, and other teams to influence the forecast, plan, and strategic plan outcomes
- Other adhoc analyses as required

**What do you need to succeed?**
- FCIA or FSA designation, or CPA, with a minimum of 5 years insurance experience. Experience in the Wealth industry would be an asset.
- Actuarial valuation and/or risk management experience is an asset
- Strong technical, analytical and problem solving skills
- Strong influence and negotiation skills
- Experience with Axis software is an asset
- Demonstrate a team first approach with the ability to collaborate effectively across multiple teams/departments
- Creative thinker with a drive for action
- Excellent communication skills, both verbal and written
- Strong commitment to quality and meeting important deadlines
- Strong track record with leading and developing teams and direct reports

**What's in it for you?**
- An environment of continuous learning and improvement
- Supportive working environment, culture of collaboration, high performance teams
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
- We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada
- Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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**:
105,000/105 000 - 175,000/175 000

**Job Category**:
Finance

**Posting End Date**:
16/05/2024