Intermediate Wealth Financial Analyst
City : Waterloo
Category : Full-time
Industry : Finance
Employer : Sun Life Financial
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 Distribution Reporting and Analysis team is responsible for financial and regulatory reporting for the Canadian Distribution business and related subsidiaries. As a key member of the Distribution Finance team you will be responsible for the preparation of financial and regulatory reporting for the Sun Life Financial Investment Services Inc (SLFISI) and the accounting and reporting for Sun Life Financial Distributors (SLFDI).
What will you do?
Prepare SLFISI monthly, quarterly and annual financial statements, including annual financial statement notes and quarterly financial reports for the Board of Directors.
Prepare SLFISI monthly and annual Mutual Fund Dealer Association regulatory filings.
Prepare journal entries and account reconciliations for SLFISI and SLFDI.
Provide on-going support to our team's control environment.
Provide support for regulatory, external and internal auditors by ensuring that requested supporting documents and explanations are provided.
What do you need to succeed?
Detail-oriented with strong analytical and problem solving skills
Strong organizational skills with ability to prioritize and manage own work to effectively meet tight deadlines
Experience working with large data sets focusing on summarizing, extracting and reconciling data
Strong MS Excel skills
Strong communication and interpersonal skills
Ability to work both independently or as part of a team
CPA would be an asset
Previous work experience in the insurance and/or financial services/banking industry
MFDA regulatory knowledge (Mutual Fund Dealers Association)
Experience using Discoverer, Hyperion and Essbase, SAP and AFO
Some overtime during peak periods will be required
What's in it for you?
15 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
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
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 email@example.com.
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:51,100/51 100 - 82,800/82 800
Posting End Date:06/12/2022