Manager, Investor Relations

3 days ago


Toronto, 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.

You are on the elite Investor Relations team that delivers our core messaging to Senior Management, the Board of Directors, and ultimately to investors. Keys to success include effective collaboration with leaders at all levels in the organization, excellent communication skills, being highly motivated with a keen interest in continual learning and career development, strong analytical and problem-solving skills, as well as the ability to challenge the status quo.

Reporting to the Director, External Reporting, this role supports the development and production of our external Management’s Discussion & Analysis. The Manager will work closely with various business partners to understand key analytical insights, allowing them to dive into complex issues to develop key messaging for external consumption and our leadership team. This role will also support the continued digitization of financial information and the transformation of our reporting process through effective deployment of technology.

We provide an environment where individual contributions are rewarded, teamwork is encouraged, objectives are clearly defined and where our core values are front and centre.

**What will you do?**
- Coordinate the input to and draft our external Management’s Discussion and Analysis (quarterly and annual)
- Connect the big picture, understand the business, and manage complexity across deliverables
- Support the leadership team and other stakeholders to proactively identify, understand, and explain key messages, trends, and variances
- Partner with the various suppliers to understand complex transactions and overall financial impact
- Coordinate and participate in meetings with key stakeholders and business partners, including Senior Executives
- Monitor and benchmark key trends, issues, and best practices for public disclosure across our peers in the Financial Services and Insurance industries to continually enhance our communication
- Monitor to ensure compliance with regulatory requirements are being met (including those from IFRS, OSC and SEC)
- Ensure strong internal controls and processes are in place
- Leverage tools and technology to improve processes and lead process improvement projects

**A few reasons you might love this job**:

- Learn the Business: From discussions with the best at Sun Life, learn what really matters to this business and how we manage the business drivers
- Exposure: Partner with senior level leaders in Corporate Finance, Business Group Finance and Actuarial, Tax, Capital/Treasury, Corporate Strategy, Corporate Actuarial and Corporate Risk
- Global Scope: You will work with business partners in Canada, US, Asia, and UK
- Be Appreciated: Your accomplishments and success will be recognized and appreciated
- Drive Change: We want to hear your great ideas on how to continually improve the content and the processes for Sun Life’s external disclosures
- Team: You will be part of an inclusive, flexible, and fun workplace

**What do you need to succeed?**
- Professional designation (CPA, CFA) or equivalent with 3-5+ years of Insurance or Financial Services industry experience
- Effectively provide clear and concise messaging to internal and external stakeholders
- Experience and strong knowledge of SEC, OSC, OSFI and IFRS requirements for external disclosures
- Collaborative working style with strong interpersonal, influencing, and stakeholder engagement skills to partner with employees/leaders at all levels in the organization
- Ability to influence without authority
- Creative and innovative with the ability to recommend and implement improved processes
- Strong technical, analytical, research, and problem-solving skills and acute attention to detail
- Strong leadership skills with an ability to work across multiple functions and business groups
- Proficiency with Wdesk (or other similar external disclosure platform) and SharePoint/Office365 is an asset

**What's in it for you?**
- 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
- Great Place to Work® Certified in Canada and the US.
- Named 2021 “Best Places to Work” by Glassdoor
- Canada Award for Excellence fo



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