Senior Pension Plan Coordinator

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:

As a Senior Pension Plan Coordinator, you’ll play a key role in managing the transition, wind-up, and transfer of group retirement plans. This position offers the opportunity to work on pension cases from start to finish, deepening your understanding of Group Retirement Services systems and processes. You’ll collaborate with a range of stakeholders, from plan sponsors and advisors to regulatory bodies, ensuring every step is handled with accuracy, compliance, and care.

This dynamic role combines operational precision, project coordination, and client service, all while supporting Canadians in achieving their retirement goals.

What will you do?

• Manage end-to-end processes related to plan terminations, asset transfers, DCPP wind-ups, and mergers within established service standards.

• Communicate with Plan Sponsors, Advisors, Business Development, and Financial Institutions to ensure smooth and timely execution.

• Coordinate with internal client teams and shared services partners to complete all required activities accurately.

• Ensure legislative and regulatory requirements are met within required timelines.

• Update plan-level systems and documentation as needed.

• Provide feedback and collaborate with internal teams to improve processes and strengthen relationships.

• Actively participate in huddles, problem-solving discussions, and continuous improvement initiatives.

What do you need to succeed?

• Strong knowledge of pension plans and related regulations is required

• Understanding of legislative requirements related to plan terminations and transfers

• Excellent project management skills and ability to manage end-to-end processes

• Case management skills and proficiency in managing systems

• Strong communication and interpersonal skills for interacting with various stakeholders

• Attention to detail and ability to meet service standards and deadlines

• Problem-solving skills and a continuous improvement mindset

• Familiarity with process improvement methodologies

• Adaptability to handle diverse tasks and cases

• Experience in financial services or related field preferred

• 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.

What’s in it for you?

• 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.

• Wellness programs that support the three pillars of your health - mental, physical, and financial.

• Pension Plan and Stock Ownership Program give you the chance to invest in Sun Life and get a company match.

• Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

#LI-Hybrid

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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