Manager, Regulatory and Subsidiary Reporting

Job description

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:

Reporting to the Director, Regulatory and Subsidiary Reporting, the Manager, Regulatory and Subsidiary Reporting will be part of the Retail Advice & Solutions Finance team and will be responsible for all aspects of financial reporting processes related to the mutual fund dealer Sun Life Financial Investment Services (Canada) Inc. (SLFISI), investment dealer Sun Life Canada Securities Inc. (SLCSI) and insurance distributor Sun Life Financial Distributors Inc. (SLFDI).This encompasses accounting and regulatory reporting for SLFISI and SLCSI in compliance with Canadian Investment Regulatory Organization (CIRO) rules. The large scale and scope of this role requires a high level of accounting knowledge, controls and processes, analytical insight, and operational efficiency.

What will you do?

- Oversee and complete various aspects of the monthly and quarterly finance functions for the entities, including the accounting close, reconciliations, and reporting and analytics

- Ensure completion of the monthly regulatory filings for SLFISI and SLCSI in accordance with CIRO regulatory rules

- Assist in the preparation of the annual legal entity statutory and regulatory financial statements under IFRS and CIRO rules, including all note disclosures

- Provide support for regulatory, external and internal audits of SLFISI and SLCSI by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders to address auditor requests

- Assist and oversee the preparation of quarterly board reports for the subsidiaries

- Support regulatory compliance and reporting requirements, including minimum regulatory capital calculations

- Effectively collaborate with various business areas to support the delivery of financial and regulatory reporting, presentations, and analytics as required

- Provide support and research and lead process updates for accounting and regulatory changes and new initiatives

- Coach, mentor and develop one direct report and one CPA student

- Establish and maintain a robust governance and control environment

- Identify and implement process efficiencies including the use of automation

What do you need to succeed?

- Experience in retail Wealth brokerage and understanding of CIRO regulatory rules is an asset

- Working knowledge on IFRS

- Strong PC skills (MSOffice Suite, SAP, SharePoint, Tableau)

- Excellent communication and relationship management skills

- Self-starter, with accuracy and attention to detail, works well in a team as well as with minimal supervision

- Ability to organize, prioritize and make decisions that require innovative thinking

- Results driven, ability to take on ownership of tasks, identify issues and provide alternatives

- Curiosity and a willingness to develop process enhancements using generative AI tools such as Microsoft Copilot

- Professional Accounting designation (CPA) with 5+ years of related industry experience in Wealth and/or financial services industry

What’s in it for you?

- We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada

- Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

- A collaborative and interactive team environment

- Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.

- Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

*LI-MS

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.

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: 85,000/85 000 - 128,000/128 000 Job Category: Finance Posting End Date: 14/11/2026