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Director, Retail Advice

7 months ago

Toronto, Canada Sun Life Full time

Job Description

:

Role Summary

Sun Life Retail Advice & Solutions (RA&S) is one of the leading financial institutions that offer Canadians holistic advice and solutions including insurance, wealth and health.

Reporting to the AVP, RA&S Strategy, the Director, RA&S Strategy will be responsible for supporting the evolution of the business strategy to enable RA&S in achieving sustainable competitive advantage, growth and profitability. They will collaborate cross functionally and design strategic initiatives to enable the business strategy. They will work in a fast-paced and dynamic environment with senior executives and Client facing stakeholders to deliver direct and tangible impact.

What will you do?

Support driving RA&S Leadership team strategic agenda to reflect current and forecasted business environment

Drive 5-year strategic planning process collaborating with business partners, RA&S Finance and Canada Strategy team

Support facilitating strategy sessions, workshops with RA&S Leadership team and partners to dynamically track and adapt strategy

Develop strategic roadmap and identify execution implications by working with Business Architecture team to determine business planning implications and strategic business capabilities required in the medium term horizon

Maintain awareness of key market and competitive trends, developments

Identify competitive trend implications to RA&S business

Effectively communicate insights to executive level audiences

Review strategic issues and new opportunities to design initiatives and roadmaps

Collaborate with business partners to conduct fact based analysis, provide decision support and establish business cases

Tailor verbal and written communications based on audience and situation

Independently drive and execute strategic projects

Partner with Canada Strategy team to work on projects that have cross business unit implications

Build business acumen and expertise to support delivering impactful strategies

What do you need to succeed?

Minimum 10 years of relevant business experience, ideally within insurance, wealth management or financial services; knowledge of Sun Life’s businesses would be an asset

University degree in business or related discipline; MBA or other relevant advance degree is an asset

Owner’s mindset with the ability to independently deliver on projects with appropriate judgement

Demonstrated experience working with senior stakeholders

Results-oriented project management skills; well organized, with a high attention to details

Resourceful and rapid learner, able to work across many topics and domains

Ability to interpret data analysis results, and writing reports/presentations to executive audiences

Strong knowledge of distribution, wealth and /or insurance space

Strong creative and analytical problem solver, with a solid background working with data, conducting quantitative and qualitative analysis

Management consulting experience would be an asset

Reasons why you should join under the sun?

We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work® Canada.

Wellness programs that support the three pillars of your health – mental, physical, and financial

The opportunity to move along a variety of career paths with amazing networking potential.

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