Consultant, Transformation & Portfolio… at Sun Life… · Waterloo

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:

We are seeking a Consultant to join the CXO Experience, Planning & Transformation team, reporting to the Director, Client APM & Transformation. In this role, you will serve as a strategic business partner, providing critical business support, analysis, and consulting services to advance our Key Initiatives and support decision-making at the leadership level. You will play a key enabling role in portfolio management and governance oversight. This position offers the opportunity to work across multiple initiatives while helping to shape our project and portfolio management practices and drive continuous improvement.

What will you do?

• Consolidate and analyze portfolio and financial data in partnership with Finance and Business stakeholders to identify trends, risks, and opportunities; translate findings into actionable insights that drive leadership decision-making and resource optimization
• Define, enhance, and implement governance processes aligned with portfolio management frameworks to ensure strategic delivery and organizational alignment across project portfolios
• Facilitate stakeholder engagement and planning sessions to ensure alignment between organizational strategy, team-level outcomes, and committed work across multiple initiatives
• Serve as the CXO champion for Planview. Examples of tasks include managing project codes and resource profiles, supporting quarterly benefits reporting (financials and benefits) and maintaining CXO’s strategy portfolio and initiative-level board

What do you need to succeed?

• Project & Financial Analysis: 3+ years of experience in project management, financial reporting, or business analysis with strong analytical skills to identify trends, synthesize data, and provide strategic recommendations
• Stakeholder Leadership & Communication: Exceptional collaboration, facilitation, and communication skills with the ability to influence across organizational levels and manage shifting priorities through ambiguity
• Technical Proficiency: Proficiency with portfolio management tools and technologies (Planview, Excel, Jira, PowerPoint); strong process orientation with commitment to continuous improvement and attention to information quality
• Professional Qualifications: University degree required; PMI-ACP, SAFe, or equivalent certification is an asset

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*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! 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: Project Management - Process

Posting End Date: 15/07/2026