Pricing Analyst, Guaranteed Wealth Pricing

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:

Sun Life Global Investments - where ambition meets opportunity!

There are many reasons why we’ve become one of the fastest-growing retail and institutional managers in Canada - and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes.

We see possibility in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments businesses, we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us -and invest in a career that invests in you.

Pricing Analyst, Guaranteed Wealth Pricing

The Guaranteed Wealth Pricing team under Sun Life Global Investments (SLGI) is rapidly growing in importance as we build strategies to help Canadians save for their retirement and achieve lifetime financial security. This role combines operational and project work that requires attention to detail and strong communication skills to help drive the business forward.

This opportunity reflects the dynamic and varied business activities of the Wealth area and combines both business and technical skill development. In this role, the Pricing Analyst will maintain the pricing models and related processes to provide insightful business analysis and profitability updates to management. They will act as the first point of contact for advisors and brokers to provide customized pricing/business solutions on large cases and special requests.

What will you do?

• Maintain pricing models, production reporting and processes; provide analysis to support business cases, strategies, and senior management decisions.

• Manage large case pricing and special requests for fixed annuity products by responding to advisor and sales distribution requests through the large case pricing inbox.

• Present sales and profitability dashboard metrics at weekly team meetings.

• Troubleshoot problem cases and provide clarification and consulting services to Service Teams and Customer Relations.

• Consult with internal partners such as Asset Liability Management (ALM), Finance and Individual Operations on large case pricing, projects and processes.

What do you need to succeed?

• Excellent verbal and written communication skills.

• Strong technical, analytical and problem solving skills.

• Must be self-motivated and a self-starter.

• Meticulous attention to detail and ability to manage multiple priorities

• Collaborative team member who continuously strives to improve the client experience, our team, and our processes.

Preferred:

• Understanding of actuarial principles and practices preferred.

• Experience with Axis and/or VBA is an asset.

• Experience with fixed annuity products (Payout Annuities, Structured Settlements).

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 15 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 2025 Best Workplace in Canada by Great Place to Work® Canada

• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2024

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 thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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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