Overview




Job title: Director, Regulatory and Subsidiary Reporting

Company: Sun Life Financial

Job description: 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.Job Description:What you’ll be doing

  • Provide expertise and leadership on the finance aspects of standing up a new CIRO regulated securities dealer and collaborating with colleagues across the other key disciplines
  • Develop new metrics and KPIs associated with the retail wealth businesses to support management decisions
  • Lead and develop financial professionals which are your direct reports with the goal of increasing talent and providing opportunities to grow and acquire additional skill sets
  • Collaborate effectively with various business areas to support the delivery of financial and management reporting, presentations, and analytics to senior management, regulators and the subsidiary Boards of Directors
  • Contribute innovative ideas and build constructive and effective finance processes for the new securities subsidiary as a member of the finance project team
  • Manage relationships with external audit, regulators, and internal auditors to ensure timely and accurate delivery of financial information and related support
  • Lead and manage a robust and effective control environment to ensure appropriate controls are in place over financial reporting
  • Provide leadership and support for projects and initiatives
  • Communicate effectively with senior management and ensure that issues are raised and addressed in a timely manner
  • Champion and support creative solutions that focus on continuous improvement

What you’ll need to succeed

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  • Experience working for a mutual fund business or a securities dealer is a must (CIRO/IIROC/MFDA regulated entity)
  • Strong working knowledge of regulatory reporting requirements (CIRO/IIROC/MFDA)
  • A professional accounting designation (CPA, CA, CMA, CGA) or CFA with 7+ years of experience
  • Canadian Securities Institute certifications are an asset
  • The ability to collaborate and navigate through complex business/finance issues to achieve sustainable resolutions
  • The ability to manage and prioritize multiple accountabilities with minimal direction and make decisions requiring innovative thinking
  • Excellent communication and organization skills with a strong attention to detail
  • Proven experience in developing strong working relationships with business partners and stakeholders and ability to interact with all levels in the organization

What’s in it for you

  • Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
  • contributions.
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Flexible hybrid work model
  • Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative, and inclusive culture
  • We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
  • Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023

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 .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: 105,000/105 000 – 175,000/175 000Job Category: FinancePosting End Date: 23/05/2024

Location: Waterloo, ON

Job date: Sun, 12 May 2024 02:55:37 GMT