Sr. Financial Analyst I

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

SPECIFIC ACCOUNTABILITIES

Operational Excellence – Call Management 
Interact and manage received calls effectively and professionally by providing the customers with outstanding customer service experience through the following: 
•    Provide a “World Class Call” customer service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls) 
•    Solve client’s inquiries in a friendly and professional way from the very first call while adhering to Sun Life’s policies and procedures 
•    Be measured against quality, efficiency and effectiveness measures to help you continuously    improve 
•    Work collaboratively as a team to learn, improve and grow 

Teamwork, Collaboration, and Engagement 
•    Commit to work efficiently, cooperatively, and consistently with other team members, colleagues and/or superiors through various projects, learning and development, skills assessment, and/or process improvement. 
•    Ensure to comply with the company’s internal and operations policies and guidelines. 

QUALIFICATIONS AND COMPETENCIES REQUIRED:

Communication Skills 
•    Strong command of the English language both verbal and written communication 
•    Exceptional active listening skills 
•    Ability to handle diverse situations in a positive and professional manner
•    Ability to adapt quickly and be comfortable with change

Technical Skills 
•    Proficient Windows knowledge 
•    Proficient with Office applications – Word, Excel, and PowerPoint 
•    Good understanding of investment terminologies 

Core Competencies 
•    Collaborates Effectively – partners to deliver on team and organization goals. 
•    Communicates Confidently – Shares relevant information in a direct, compelling, and transparent fashion. This is in horizontal and vertical structure. 
•    Focuses on the Customer – Builds relationships with customers by understanding and responding to their needs and ensuring fair treatment. 
•    Takes Accountability – Sets and achieves stretch objectives. 
•    Understands our business – Knows the fundamentals of the SLF business. 

Job Category:

Call Centre

Posting End Date:

01/09/2026