City : Waterloo

Category : Internship

Industry : Finance

Employer : Sun Life Financial

Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

Job Description:

Let’s start by letting you know which area we are hiring for which is Individual Insurance Operations. We directly support Advisors and Clients with Life Insurance, Health Insurance, Guaranteed Savings and Retirement products. Our ‘world’ is focused on providing accurate and timely tax reporting and calculations for Advisors, Clients and our internal business partners.

What you will do?

Now that you know the ‘where’, let’s talk more about what you will be doing here. As an Associate on our In Force Taxation team, you will:

• Learn complex tax rules and how they apply to our products and procedures.

• Calculate policy tax values to deliver on the requestor’s needs.

• Develop knowledge of our products and our systems to understand the nuances to consider and what to look out for when processing requests.

• Use your attention to detail and time management skills to deliver requests accurately and efficiently.

• Leverage your problem-solving skills to identify opportunities to improve our processes or do something differently.

• Use your experience of providing great service to delight our Advisors and Clients

How you will succeed?

• Put the Client First – You provide timely and accurate information. You take ownership of your work to make sure we’re doing what’s right for both Clients and our business. You validate assumptions to ensure you’ve hit the mark. You raise risks and concerns.

• Relationship Building – You are a team player and have excellent communication skills. You support Advisors and Clients when they call. You actively participate in discussions and show respect for others’ perspectives and ideas.

• Continuous Learning – You ask questions to understand our business, our business partners and how the business works. You constantly improve your knowledge and problem-solving methods to identify and raise improvement opportunities. You learn and use technology efficiently and effectively. You ask for support when needed.

• Problem Solving – You connect dots to piece together what’s occurring. You make sure everything holds together and question when there is a gap. You question the norm and whether we’re doing the right thing or if there is a better way.

​Who You Are:

• You like math. You can connect the dots to make sure things hold together and can identify when something doesn’t. You have a strong attention to detail.

• You drive to outcomes. You manage your time effectively and deliver accurately. You take ownership and confirm priorities of work to meet business objectives.

• You are curious. You ask questions to understand. You seek out the ‘why’ to better understand.

• You put our Clients first. You have strong communication and relationship skills. You go the extra mile because it's the right thing to do.

• ​Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

• It’s considered an asset if you are bilingual and/or have prior life insurance and investment knowledge.

The Base Pay range is for the primary location for which the job is posted for.  The Base Pay which you will be considered for will vary depending on the Campus program you are selected for.

Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance

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 thebrightside@sunlife.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.

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