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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic planning and project management, with a strong ability to analyze complex business problems and communicate findings effectively to senior executives. Proficient in financial analytics and familiar with market trends in insurance and financial services.
Highest-signal resume keywords
Strategic PlanningFinancial AnalyticsProject ManagementBusiness Problem SolvingManagement Consulting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisFinancial ModellingSecondary ResearchData SynthesisProblem Statement Development
Soft Skills
CollaborationCommunicationFacilitationAdaptability
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Certifications & Qualifications
MBA
Industry Keywords
InsuranceAsset ManagementFinancial ServicesInsurtechHealthtech
About the role
Key responsibilities & impact- Annual strategic planning
- Manage the planning process and provide support/coordination to Business Groups and functions (e.g. Finance, IT, HR) to develop and deliver their strategic plans
- Facilitate working sessions with senior executives to further strategy development
- Work collaboratively with top executives to develop the Enterprise Strategic Plan, owning analyses, communications, and content development
- Ensure enterprise alignment of strategic plans across Business Groups by drawing linkages across common themes
- Translate ambiguous strategic issues into clearly defined problem statements, hypotheses, and corresponding analyses
- Execute project plan and manage across multiple work streams, adapting and reprioritizing as necessary to meet project objectives while ensuring timely delivery and achievable scope
- Communicate findings and recommendations succinctly to facilitate productive discussion and decision making among senior executives
- Actively build and maintain awareness of market trends and developments through various sources
Requirements
What you’ll need- Minimum of 10 years relevant business experience, ideally within insurance, asset management, or financial services; experience in or knowledge of Sun Life's businesses would be an asset
- University degree in business or related discipline; MBA or other relevant advanced degree is an asset
- 3-5 years in top-tier management consulting or equivalent experience in a Corporate setting
- Demonstrated experience analyzing and solving complex business problems and conducting in-depth secondary research, including collection and synthesis
- Demonstrated experience in financial analytics, including using modelling tools and techniques, is an asset
- Background in strategic partnerships, innovation and/or insurtech/healthtech an asset
- Strong working knowledge of Microsoft Office products (Excel, PowerPoint, Word)
Benefits
Comp & perks- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Wellness programs that support the three pillars of your health – mental, physical and financial
