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Sun Life

Consultant, Transformation & Portfolio Management

Sun Life

Consultant on the CXO Experience, Planning & Transformation team at Sun Life. Supporting key initiatives and governance processes with project and financial analysis.

Posted 7/7/2026full-timeWaterloo • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and financial analysis, with a strong focus on stakeholder engagement and governance processes. Proficient in utilizing portfolio management tools to drive strategic business support and data-driven decision-making.

Highest-signal resume keywords
Project ManagementFinancial ReportingBusiness AnalysisPortfolio Management ToolsAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisTrend IdentificationGovernance ProcessesResource ManagementFinancial Data Consolidation
Soft Skills
CollaborationFacilitationCommunication
Tools & Technologies
PlanviewExcelJiraPowerPoint
Certifications & Qualifications
PMI-ACPSAFe
Industry Keywords
Portfolio ManagementStakeholder EngagementRisk IdentificationOpportunity Analysis

About the role

Key responsibilities & impact
  • Serve as a strategic business partner providing critical business support, analysis, and consulting services
  • Consolidate and analyze portfolio and financial data to identify trends, risks, and opportunities
  • Define, enhance, and implement governance processes aligned with portfolio management frameworks
  • Facilitate stakeholder engagement and planning sessions
  • Manage project codes, resource profiles, and maintain the strategy portfolio

Requirements

What you’ll need
  • 3+ years of experience in project management, financial reporting, or business analysis
  • Strong analytical skills to identify trends and synthesize data
  • Exceptional collaboration, facilitation, and communication skills
  • Proficiency with portfolio management tools (Planview, Excel, Jira, PowerPoint)
  • University degree required; PMI-ACP, SAFe, or equivalent certification is an asset

Benefits

Comp & perks
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Health insurance
  • Professional development opportunities
  • Inclusive and respectful work environment