Full-Time
Global financial services for insurance, investments
$72.5k - $108.8k/yr
Milwaukee, WI, USA + 5 more
More locations: Kansas City, MO, USA | Hartford, CT, USA | Portland, ME, USA | Wellesley, MA, USA | Baltimore, MD, USA
Hybrid
Two days in the office per week required.
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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
null
Founded
1865
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Health Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Sick Leave
Parental Leave
401(k) Retirement Plan
401(k) Company Match
Flexible Work Hours
Hybrid Work Options
Wellness Program
Mental Health Support
Company Equity
Stock Options
Sun Life expands AI tools for advisors, earning 2026 CIO Award Canada recognition. By E. B. Graves August 19, 2026 Sun Life announced on Aug. 19 the expansion of its artificial intelligence offerings for advisors, aiming to reduce administrative work and allow more time for client engagement. The company's suite now includes Notes Assistant, which recently earned a 2026 CIO Award Canada, and a newly launched AI-powered advisor concierge designed to streamline information retrieval and client support. According to Sun Life, these AI-powered tools help simplify everyday tasks for advisors by supporting faster follow-up and enhancing client experiences. Jessica Tan, Executive Vice-President and President of Sun Life Canada, said, "Strong financial advice starts with understanding what matters most to each Client. The best advisor relationships are built through conversations, trust and a deep understanding of a Client's goals, not paperwork. By helping advisors spend less time on administrative work, we're enabling them to focus on the relationships that matter most." Notes Assistant is recognized for its practical use of generative AI in the advisor workflow. It can securely summarize client meetings, compile action items and draft follow-up emails. According to Sun Life's announcement, this tool saves advisors between 15-30 minutes per client session. Building on this momentum, the company launched an AI-powered advisor concierge last month that has already been used in over 11,000 client conversations. Laura Money, Executive Vice-President and Chief Information and Technology Innovation Officer at Sun Life, said, "At Sun Life, we see AI as an opportunity to make our people more effective, strengthening the experiences we deliver while keeping trust, accountability and human judgment at the centre. Notes Assistant is one example of that approach... as we continue to scale AI across Sun Life we're doing so responsibly with strong governance, privacy and security built in from the beginning." The third consecutive CIO Award Canada win highlights Sun Life's ongoing efforts in scaling responsible AI solutions across its business operations worldwide including Canada; United States; United Kingdom; Ireland; Hong Kong; Philippines; Japan; Indonesia; India; China; Australia; Singapore; Vietnam; Malaysia and Bermuda. According to the official website, Sun Life Financial supports sustainability through responsible investing initiatives promoting healthier communities while focusing on lifelong financial security for clients globally under president Kevin Strain.
OCRA executive news 2026. OCRA Board update. This update highlights the 2026-2027 OCRA Board transition, recognizes outgoing Board members for their service, introduces new and continuing Directors, and invites members to consider three open leadership roles. On June 24, at the OCRA General Meeting in Toronto, Sun Life Group marked an important transition for the OCRA Board of Directors. Sun Life Group extended its sincere appreciation and best wishes to Marilyn McDermott (Mohawk College) and Doug Willford (Humber College), who concluded their terms on the Board after years of dedicated service and leadership. Sun Life Group also thanked Bev Shugg Barbeito (Centennial College) for her diligent service as Secretary over the past year. On behalf of the entire membership, thank you for your unwavering commitment and the many contributions you have made to OCRA's success. The GM also brought several changes to the Board. Kirk Patterson was elected President, James Humphreys assumed the role of Membership Coordinator, and Linda Marshall transitioned into the role of Communications Officer. Sun Life Group is also pleased to welcome two new Directors, Keith Bates and Andrew Dykstra, whose experience and fresh perspectives will further strengthen its Board. Three Board positions remain available: Vice-President, Secretary, and Liaison Officer. If you are interested in contributing to OCRA's continued growth, or if you know someone who would be a strong fit for one of these leadership roles, Sun Life Group would love to hear from you. Serving on the OCRA Board is a rewarding opportunity to help shape its organization's future while supporting members across the province. Meet your 2026-2027 OCRA Board of Directors. The following roster reflects the 2026-2027 OCRA Board of Directors, including continuing members, newly elected members, and current vacancies: Kirk Patterson (Fanshawe) - President Vacant - Vice-President position Vacant - Secretary position Chuck Minken (Sheridan) - Treasurer James Humphreys (Mohawk) - Membership Linda Marshall (Mohawk) - Communications Vacant - Liaison position Keith Bates (Mohawk) - Director Andrew Dykstra (Georgian) - Director Doug Greenwood (Sheridan) - Director John Hardisty (Sheridan) - Director On behalf of the Board, I am delighted to welcome its newest Directors. Sun Life Group look forward to working together to strengthen OCRA, support its members, and advance the organization's goals. Sun Life Group is excited to share its knowledge and experience while learning from the fresh ideas and perspectives its new Board members bring. To help you get to know its newest Directors, Sun Life Group invite you to read their biographies below. Andrew Dykstra (Georgian). Andrew Dykstra is a retired Georgian College faculty member who taught for 34 years and served as co-ordinator of the Accounting programs in the School of Business. A CPA with an honorary life membership from CPA Ontario, he has served on several boards, including the Certified Management Accountants of Ontario, Tollendale Village, and Mill Creek Care Centre. He was also President of the Georgian College Retiree Club and previously served on the OCRA Board for five years as Vice-President and one year as Director. Andrew has served several terms as an elder on his church council. He is the father of four adult children and a proud Opa of three wonderful grandsons. Keith Bates (Mohawk). Keith Bates graduated from Red River College in Winnipeg with a diploma in electronics in 1966. After graduation, he joined Canadian Aviation Electronics, a defence contractor specializing in radar test set repairs. He later transferred to Montreal to work in the company's standards lab, moved to Westinghouse, and joined Mohawk College in 1969. Keith retired on December 31, 2014, after 45 years at the college. During his career, he worked in control systems, moved into a new energy systems program, and later taught electronics, spending his final 20 years in electrical apprenticeship. He served as President of Local 241 for about 10 years and as Chief Steward for about 20 years. He was also active in health and safety, serving on two provincial committees: grievance scheduling for about 15 years and co-chairing for about three years. In addition, he served on the joint insurance committee for about 10 years and co-chaired it for about three years. Kirk Patterson OCRA President
Industry Moves: RBC DS nabs $700M advisor team. Plus, appointments at Manulife Wealth, Sun Life, Verecan and more August 10, 2026 Each week, Investment Executive summarize notable moves across the financial industry. * Mark McNulty has joined RBC Dominion Securities as a portfolio manager, bringing a $700-million practice specializing in serving dentists with him from Raymond James. He brings a team of seven, including portfolio managers Michael Wilson, Jay Peng, Robert Mark and wealth specialist Graeme Moreau. * Lior Valitsky has been appointed chief operating officer of Manulife Wealth. He rejoins the firm after seven years with Boston Consulting Group. He left Manulife in 2019 after serving in various roles including in corporate strategy and product development. In his new role, he'll execute on strategic priorities and facilitate growth. * With Valitsky joining the firm, several other leadership roles will shift. Farhan Hamidani, chief growth officer, will now dedicate his full focus to help advisors grow their businesses and prepare for succession. Julie Seberras, head of wealth planning solutions, who previously also had responsibility for practice management, will be dedicated to wealth planning. Justin Stiebel, previously head of advisor experience, is now head of advisor engagement and growth. The new leadership structure at Manulife Wealth follows the recent appointment of Brett Marchand as CEO. * James Andrews has joined Verecan Capital Management Inc. as CFO. Andrews held executive leadership roles at CWB Wealth for more than five years, including as president and CEO, before CWB's integration into National Bank. He brings more than 25 years of industry experience and has served in executive positions at iA Private Wealth Management, iA Securities and MGI Securities. * Joanna Lohrenz has joined Sun Life as vice-president of insurance operations, bringing two decades of industry experience. She was previously chief pension services officer with University Pension Plan Ontario. Before that, she spent more than a decade with Manulife in senior roles. * Scott Powers will retire as board chair at Sun Life following the insurer's next annual meeting, May 5, 2027, completing his full five-year term. Joseph Natale, a former CEO of Rogers Communications and before that, Telus, has been tapped to succeed Powers. Natale has been a board member since 2023. He currently chairs the management resource committee and sits on the risk committee. Separately, Sun Life announced that Katherine Lee has joined the board. She brings more than two decades of board experience, and 20 years at GE Capital, including as president and CEO of GE Capital Canada. * Susan Greenglass has been appointed executive vice-president, regulatory operations at the Ontario Securities Commission (OSC). Greenglass was previously senior vice-president, trading and markets, and has served in various roles with the regulator for nearly 30 years. Lisa Wilkins has been promoted to executive vice-president and chief operating officer. She joined the OSC in 2013 as chief human resources officer. And Carolyn Shaw-Rimmington is now executive vice-president, corporate affairs and chief of staff. She's worked at the OSC since 2003. This article contains a correction. Lior Valitsky has joined Manulife Wealth as COO, not Manulife Wealth & Asset Management.
EDGAR radar: sun Life launches proprietary agentic AI platform. What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document. Sun Life launches proprietary agentic AI platform. Sun Life Financial (NYSE: SLF), one of North America's largest insurers, reported in a 6-K this week that it deployed a proprietary agentic AI platform for technology architecture teams and secured a founding membership in an AI Consortium. The disclosure is notable for how concrete it is: an internally built platform with a defined user group, not a pilot or a partnership announcement. "We also made important progress on our digital and AI priorities. Our founding membership in the AI Consortium and the launch of our proprietary agentic AI platform for technology architecture teams are examples of how we are scaling AI responsibly across the enterprise, strengthening how we work and creating more capacity for our people to focus on growth, innovation and delivering on our Purpose." The same vocabulary is spreading to smaller filers. Aeries Technology (Nasdaq: AERT) appeared for the first time in the "agentic AI" filing window, announcing AxAI, a new agentic AI product line, alongside Q1 FY2027 revenue of $21.9 million, up 43% year over year, and full-year guidance of $80 million to $84 million. LivePerson (Nasdaq: LPSN) filed a 425 disclosing a proposed merger that would combine capabilities across voice, digital engagement, agentic AI, and AI assurance, projecting combined 2027 revenue of $350 million to $500 million based on the existing customer base alone. Gen Digital names agentic AI a distinct security threat. Gen Digital (Nasdaq: GEN), parent of Norton and Avast, broke from generic AI risk boilerplate in its 10-Q to treat agentic AI as a separate category of threat, noting that threat actors are already using AI to accelerate attacks and that the legal and operational risks of agentic systems cannot yet be mapped. "...it is not possible to predict all of the legal, operational or technological risks that may arise relating to the use of AI, including the increased use of agentic AI and the heightened risk it poses to data privacy and cybersecurity." Cimpress (Nasdaq: CMPR), the Vistaprint parent, named a different version of the same risk in its 10-K: agentic AI is changing how consumers find and buy products, and autonomous shopping tools may intercept purchase decisions before they ever reach a Cimpress property. "Consumers are increasingly relying on generative and agentic AI tools and technologies, such as conversational search engines, autonomous shopping..." Powerfleet names a Chief AI Officer. Powerfleet (Nasdaq: AIOT) disclosed a new Chief AI Officer in an 8-K covering Q1 FY2027 results, where high-value services revenue grew 9.1% and represented 85% of total revenue. Conduent (Nasdaq: CNDT) added Adam Demuyakor to its board specifically for expertise in artificial intelligence and digital transformation, the company noted in an 8-K that also set full-year revenue guidance of $2.15 billion to $2.25 billion. A more indirect signal: MicroVision (Nasdaq: MVIS) hired a new CFO whose most recent position was CFO of Fusemachines (Nasdaq: FUSE), which describes itself in its own 10-Q as a leading provider of agentic AI solutions. PowerCompute pledges 307 Bitcoin to fund AI infrastructure. PowerCompute (Nasdaq: PWCM) disclosed in an 8-K that it signed an agreement on July 27, 2026 to refinance three existing debt facilities totaling $18 million through a new loan from Arch Lending, using 307 Bitcoin from its corporate treasury as collateral. The company, which began as a Bitcoin mining and specialty finance operation, is now building into high-performance computing and AI infrastructure. The structure ties its available AI capital directly to BTC price movement, a financing approach not common among infrastructure developers. Stay ahead in AI. Join 50,000+ professionals getting the AI briefing that matters. 3x/week, free, no spam.
Asia:Sun Life's Asia reports record 153% jump in net income in 2Q26. Sun Life Asia has reported a 153% rise in net income to C$202m ($144m) in the second quarter of 2026. The company's net income increased by C $122m y-o-y, driven by favourable public equity market impacts, improved other market-related impacts, and the increase in underlying net income. The company's underlying net income in Asia of C$222m increased C$34m or 18% y-o-y, driven by strong sales momentum and in-force business growth in Hong Kong; and lower expenses and favourable credit experience; partially offset by lower fee income from the transitioning of the administration business to the centralized eMPF platform in Hong Kong. Foreign exchange translation led to a decrease of C$5m in underlying net income and a decrease of C$4m in reported net income. The company's Asia individual insurance sales reached C$862m, up 19% y-o-y, driven by higher sales across all channels in Hong Kong and strong growth in India, Malaysia, and Indonesia, mainly through the bancassurance channel. Asset management gross flows and wealth sales increased 22% to C$1b, supported by higher Mandatory Provident Fund sales in Hong Kong, stronger group fund sales in India, and higher fixed income fund sales in the Philippines. The company's new business contractual service margin stood at C$277m in Q2 2026, down from C$299m, a year earlier, reflecting a more competitive environment, mainly in Hong Kong.