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:
Location: 2 days per week in office
The talent and passion of our people is critical to our success; therefore, Sun Life (SL) Canada is dedicated to providing a superior foundation for building a professional career and is a place for people to learn, to achieve and grow.
We are searching for a talented candidate who is looking to grow their leadership, compliance and testing knowledge and experience. The Insurance Review Manager role provides the opportunity to work with multiple third-party distribution partners and advisors. In this role, the incumbent will build long-lasting, mutually beneficial relationships while advancing and enhancing our Insurance Review Program from a partnering and technical perspective. The incumbent will perform reviews of third-party distributors; National Accounts and Managing General Agents (MGA), on their screening, monitoring, reporting and investigating of advisors they contract. The role also includes selecting and auditing of third-party advisors who distribute Sun Life products.
Reporting to the Director, Insurance Oversight Programs, the Insurance Review Manager will assist with the ongoing management and maintenance of the Insurance Review Program (“the Program”) for Sun Life Canada. Other accountabilities may include working closely with team members from Business Governance and Controls, Business Unit Compliance Officers and their teams, Corporate Compliance and other Control Functions.
What will you do?
Plan and conduct audits of MGAs and National Accounts, audit advisors in our third-party distribution channel
Complete risk-based Advisor Desk Reviews
Develop Annual Compliance Audit Plans and schedules
Perform planning, scoping and sampling activities, execute steps to evaluate compliance with insurance rules and regulations
Review and assess key compliance processes and controls of distribution firms
Execute testing; including documenting, assessing and reporting testing results
Identify, communicate and escalate issues as appropriate, including ensuring that corrective action plans adequately address risk and are completed on time
Write clear and concise compliance testing reports and other documents summarizing level of risk, scope, findings and recommendations
Track issues remediation
Continuous assessment of the Insurance Review Program for trends and opportunities for improvement of risk management, program effectiveness and technical enhancements
Perform ongoing market conduct/on-site assessment reviews
Maintain effective working relationships with compliance representatives and line management
Work on several projects at any one time with different individuals
What do you need to succeed?
Undergraduate degree in related field is required
A minimum of 5-7 years’ experience in regulatory compliance operational/business controls testing or internal auditing within the financial services/insurance sector
Experience executing audits of insurance advisors is an asset
Knowledgeable on insurance regulatory requirements and Canadian Life & Health Industry Association (CLHIA) Guidelines
Excellent knowledge of risks, controls and testing methodology
Working knowledge of MGA/NA Firm audit procedures, planning, and test/sampling methods
Ability to gather and analyze facts to prepare and present concise findings in a partnering manner
A recognized professional accounting designation (e.g. CPA/CA, CIA, CPA/CMA, and CPA/CGA) is an asset
Ability to translate legislation and regulations into business impacts, compliance elements and regulatory risks
Knowledge of regulatory requirements and securities laws applicable to financial institutions
Experience in data analytics is an asset
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Preferred skills:
Strong analytical, organizational and problem-solving skills
Ability to work independently as well as in a team and manage multiple priorities and timelines
Ability to operate in, and adapt to, a dynamic environment while learning new processes/tools quickly and efficiently
Excellent verbal and written communication, interpersonal and teamwork skills
Ability to prioritize responsibilities, and complete deliverables and tasks in a deadline-focused environment
What's in it for you?
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
#LI-Hybrid
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 [email protected] .
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:
80,000/80 000 - 128,000/128 000
Job Category:
Compliance
Posting End Date:
12/06/2026
