Plan Sponsor Reporting Analyst

Job Description

Sun Life Canada’s Group Retirement Services is a market leader in Capital Accumulation Plans in Canada. Our vision is to become a lifetime savings partner for working Canadians & reinvent the formula for pension de-risking. One of the key enablers of our strategy is to transform into a digital and data-driven business.

The Plan Sponsor Reporting Analyst , reporting into the Manager of Reporting Analytics, will have the chance to grow into a valuable team member within our Group Retirement Services portfolio. You'll be guided and supported as you develop your skills and gain insights into our operations. The successful candidate will assist key stakeholders through development and implementation of baseline reporting & ad-hoc requests to provide insights to our clients.

What will you do?

Develop and maintain complex Excel-based reports using intermediate to advanced functions

Adept at data discovery to identify and investigate data anomalies and generate insights

Liaise directly with our key stakeholders to understand business needs and provide suitable analytical solutions.

Design and create visualization that are effective at translating data into effective storytelling for clients

Identify continuous improvement solutions to automate, consolidate, or discontinue processes, with a focus on business value & efficiency.

Build robust documentation practices across all analytical products.

Comply fully with all privacy, confidentiality, do not contact, SLF Code of Business Conduct, data security, SLF End User Computing and other requirements related to customer data

What will you need to succeed?

1+ years’ experience in a Data Analyst or Performance Analyst role

Advanced knowledge of Microsoft Office suite, particularly Excel and VBA

1+ years’ experience with data visualization tools (Tableau, Power BI)

Excellent communication skills

Familiarity with SQL or Python

Undergraduate degree is preferred or equivalent work experience in a related field may be considered in lieu of a degree

Must be able to obtain and maintain the required level of government security clearance

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

Experience in life insurance / wealth management, or other financial services industry (e.g., retail banking, credit card, property, and casualty insurance) is an asset

Reliability Status

As a condition of the role, the successful candidate must obtain a Government of Canada Reliability Status security clearance through Sun Life.

What's in it for you?

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

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

We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada

We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health