Financial Center Administrator

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:

Length of term: 4 months (Summer 2026)

Ready to turn your summer into a career-building experience? Join Sun Life as a Financial Centre Administrator and discover what it's like to work in Canada's financial services industry.

You'll be part of a dynamic team supporting client relationships, contributing to real business operations, and gaining hands-on experience that will set you apart in your future career. From attending and supporting client meetings to supporting marketing initiatives and learning about financial products, you'll get exposure to multiple facets of the business.

We're committed to your growth beyond just one summer-we hope you'll return each year, deepening your expertise and relationships, ultimately positioning you to join Sun Life as an advisor or associate advisor upon graduation.

What will you do?

Client Support & Business Development

• Deliver exceptional experience to clients at the Financial Centre
• Manage incoming and outgoing calls and coordinate meetings and appointments
• Act as the primary point of contact for FC management and staff, supporting daily operations and administrative tasks

Financial Documentation & Analysis

• Prepare and maintain client files and inventory systems, ensuring accuracy and accessibility
• Create insightful production reports and portfolio analyses that empower stakeholders

Marketing & Recruitment

• Contribute to impactful marketing campaigns and create professional materials
• Design social media campaigns to source and engage potential advisors

General Office Support

• Execute accurate and timely processing of mail and payments
• Provide technical support and escalate issues as needed
• Identify opportunities to improve processes and optimize team performance

What do you need to succeed?

Essential Skills & Attributes

• Strong communicator who builds meaningful relationships across all organizational levels
• Client-focused with commitment to exceptional service
• Highly organized multitasker with proven ability to manage competing priorities and meet deadlines
• Enthusiastic learner with problem-solving mindset
• Dependable team player who adapts to change and works independently

Technical Requirements

• Proficient in Microsoft Office (Word, Excel, PowerPoint) and Outlook
• Comfortable with Windows-based environments
• Quick learner with new technology and software systems
• Experience with Salesforce.com, SharePoint, or Oracle is an asset

Education & Experience

• Currently enrolled in a post-secondary program
• Previous customer service, retail, or administrative experience is an asset
• Genuine interest in financial services and helping clients

What’s in it for you?

• Hands-on experience in financial services with practical skills development
• Mentorship and training with exposure to various aspects of the industry
• Opportunity to contribute to Sun Life's mission of helping clients achieve financial security
• Collaborative environment with experienced professionals to expand your network

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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