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Sun Life

Global financial services for insurance, investments

Senior Consultant - Strategy

Corporate StrategyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 3 years of experience in strategy consulting, corporate strategy, or another analytical problem-solving role.
  • Demonstrated structured, hypothesis-driven problem-solving, supported by real work examples.
  • Strong Excel skills, sound modelling habits, and a working grasp of basic statistics.
  • Clear, concise writing and slide-building for senior audiences, attention to detail, strong verbal communication, and presentation skills.
  • Organizational skills and habits to manage several parallel workstreams.
  • Initiative and judgment to work independently and drive toward solutions.
  • For the Quebec location only, bilingual French and English proficiency, both oral and written, is required for frequent interactions with colleagues or internal partners across Canada or worldwide.

Responsibilities

  • Help shape and communicate Sunlife Health’s overall strategy during the annual planning cycle.
  • Prepare materials that frame strategic discussions and decisions at leadership offsites.
  • Develop executive-ready strategy content for presentation to the CEO and the Board.
  • Build town hall and team materials to communicate the strategy to employees at every level.
  • Frame ambiguous strategic problems by identifying the key question and breaking complex problems into answerable questions and testable hypotheses.
  • Plan how to answer strategic questions, gather research and data, assess source credibility, and build analyses in Excel using sound statistical basics.
  • Identify insights in information, investigate gaps and patterns, and determine what is driving them.
  • Build relationships with leaders and business partners, understand their needs, involve them early, and keep them informed.
  • Write concise, structured documents and slides for executive readers and present recommendations.
  • Plan and deliver workstreams on time and proactively update leaders and stakeholders on progress.
  • Run the monthly strategy reporting cycle, ensuring the President of Sunlife Canada receives an accurate, clear picture of strategic initiatives.
  • Collect and validate metrics from initiative owners, ensuring figures are consistent across reports and time periods.
  • Independently analyze available information to identify patterns, risks, and their drivers.
  • Ask metric owners to explain off-track results and recovery plans, provide problem-solving support, and refine commentary for clarity and brevity.
  • Send concise review emails to Vice Presidents and the Senior Vice President before reports reach the President.
  • Prepare quarterly briefing notes providing deeper insight into priority areas.
  • Respond to ad hoc requests, such as adding metrics or gathering leaders’ views on year-end outcomes.

Desired Qualifications

  • Experience in a strategy consulting firm.
  • Exposure to group benefits, insurance, healthcare, or digital health.
  • A degree in business, economics, engineering, or a related field, or equivalent experience.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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