Senior Specialist, Shareholder Communications & Solutions

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:

The Corporate Secretary’s Department oversees corporate governance, corporate regulatory compliance and company administration matters for the publicly traded parent company Sun Life Financial Inc. (TSX, NYSE, PSE: SLF), its principal operating insurance company Sun Life Assurance Company of Canada and all Canadian subsidiaries in the corporate structure. The Shareholder Solutions team within the Corporate Secretary’s Department is responsible for matters facing retail shareholders and voting policyholders, an important part of the community of decision makers that form part of Sun Life’s corporate governance structure.

Reporting to the Director, Governance & Shareholder Solutions, the Senior Specialist, Shareholder Communications & Solutions is a member of the Shareholder Solutions team holding a key role in facilitating communications facing retail shareholders and voting policyholders, providing timely solutions to questions and concerns related to the services they are receiving and ensuring all communications platforms and channels cater proper and timely messages for them. The successful incumbent will be a senior communications specialist with strong problem solving and analytical skills, and will need to demonstrate strong initiative, positive energy, and the ability to exercise sound judgment and flexibility, be an innovative thinker with excellent organizational and time management skills and the ability to cope calmly and professionally with multiple demands in a high energy and changing collaborative work environment.

What you will do:

• Manage both routine and complex inquiries from retail shareholders, voting policyholders and related stakeholders. Oversee various mailboxes to ensure service levels are met. Conduct research and due diligence to formulate informative and intelligible responses and drive favourable outcomes. Identify and execute solutions to resolve escalated complaints.

• Develop and execute communications strategy for retail shareholders and voting policyholders, in collaboration with internal and external stakeholders, such as Corporate Legal, Corporate Communications and Branding at Sun Life and service providers. Ensure the strategy is compliant with regulatory, policy and operational requirements, aligned with Sun Life’s culture, consistent across all platforms and engaging and helpful for the audience.

• Plan, develop and oversee the deployment of print and digital content for retail shareholders and voting policyholders, including website updates, written materials for public disclosure and mailings, call centre scripts and internal notifications. Create contents that are in plain language, precise and accurate and take into account data protection, privacy, information security and reputational risks, legal implications and Sun Life’s brand standards.

• Leverage data, technology and analytical skills to provide actionable insights, support strategic objectives and enhance service levels to improve retail shareholder and voting policyholder experience. Develop key metrics and reports to monitor progress on KPIs and assess effectiveness of communications and adjust where needed.

• Support initiatives and engagements involving retail shareholder and voting policyholder globally, including but not limited to regular mailings, asset reunification programs, unclaimed property management, proxy voting materials, and other projects as required. Contribute to the design, development and management of project plans to support the strategy and execution of these projects and related deliverables, with a focus on promoting messages that foster positive and trusting relationships with key stakeholders.

• Support vendor management including working with relationship managers to review and update technical requirements in applicable agreements. Coordinate payments of various vendors’ invoices with internal parties to properly comply with vendor agreements and internal operational guidelines.

• Lead the efforts to manage, organize and retain digital and paper records for the Shareholder Solutions function, onsite and offsite. Develop record keeping practices and hygiene to ensure business records are inventoried and logically stored and each business decision has proper supporting documentation as audit trail. Partner with the department’s Records Officer to oversee records retention requirements.

• Regularly review, update and refresh procedures for use by the Shareholder Solutions team.

• Work collaboratively with the Subsidiary Governance and Corporate Secretarial Compliance teams on matters relating to non-financial regulatory filings, legal entity management, insider management and corporate records maintenance, as required.

• Assist with other duties as delegated or assigned in the department, including routine and special projects, as required.

What you need to succeed:

• 7+ years experience in a communications, compliance or governance role preferably in a public company

• University degree or college diploma preferred

• Excellent written and verbal communication and proven ability to craft clear and compelling communications in plain language

• French language an asset

• Experience working with iManage, WDesk and designer applications an asset

• Advanced computer skills (e.g. Microsoft Office applications, Adobe Acrobat Pro and data management systems) and use of office equipment

• Ability to work independently as well as in a team and manage multiple priorities and timelines with sensitivity to stakeholder needs and deadlines

• Ability to apply critical thinking in processes, escalations and issue resolution

• Meticulous, diligent and excellent attention to details

• Ability to work effectively in a fast-paced, complex and evolving environment

• High degree of integrity and ethics, good judgement and exceptional relationship building and interpersonal skills

• Canadian Securities Course an asset

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• 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

• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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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