Business Analyst (Insurance/Finance)

Bring us your passion for agile marketing, analytics, and segmentation, and we’ll put you to work on exciting initiatives that answer the challenge: "How can we better engage and nudge our clients in taking action to reach their financial and wellness goals?” Working with a dedicated team of energetic, forward-thinking innovators, you’ll stretch your imagination and sharpen your skills on the leading-edge projects that are keeping Sun Life Financial ahead of the curve. You want more than a job; you want a career - a career with a company that encourages learning and personal growth. You want to be “one of the best.”

The Client Connect (CC) team is a collection of Pods within the Client Experience Office (CXO) responsible for helping our clients achieves lifetime financial security and well-being by proactively providing personalized, useful and actionable information. The team has become a leading digital client engagement platform that is fueling the velocity of the Sun Life Canadian business units.

What will you do?

• Support marketing campaign design and manage approvals through analyzing and developing business, IT, and data requirements, and delivery in channels such as email, web, mobile, call centre etc.
• Discover and analyze the business, data and IT capability needs to support new marketing campaigns
• Translate business and marketing communication needs (messaging, call to action, eligibilities) into requirements
• Liaise and coordinate with other business groups including data and analytics; project management; operations, and IT to move requirements towards execution
• Provide process support to the marketing agile team
• Execute the testing and validation of marketing campaigns
• Provide escalation support to troubleshoot issues, identify root causes and implement effective resolutions

What do you need to succeed?

• Attention to detail
• Proactive communication and partner collaboration
• Adaptable: maintains effectiveness while managing competing demands, dealing with frequent change, delays or unexpected events
• Natural sense of urgency and drive to reach goals with high efficiency
• Ability to translate complex business needs into a technical requirements
• Innovative; looks for new and sometimes unconventional approaches
• Advanced Microsoft Excel skills
• Familiar with the creation and execution of test cases (regression, etc.)
• Leadership skills with proven ability to go above and beyond
• Experience with digital marketing in a direct marketing capacity
• Experience with digital deployment tools such as SAS and Adobe Campaign preferred
• 3 years of experience as a Business Analyst, with proven ability to match business requirements to marketing strategy
• Degree in Marketing or Communications

What's in it for you?

• Being part of our journey in developing the next greatest digital experience
• An environment of continuous learning and improvement
• Being part of an organization that offers the best experience by doing what is right and caring for our Clients

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.

Salary Range:

60,000/60 000 - 97,000/97 000

Job Category:

Business Analysis - Systems

Posting End Date:

18/01/2026