Student, Strategic Initiatives (Winter 2027)

Job summary

Support quarter-end key initiative reporting, including the collection, validation, and consolidation of financial data. Assist leadership with governance forum materials, portfolio health updates, and process improvement documentation.

Job details

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. Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way. Job Description: Job description The Project and Portfolio Management team is part of Sun Life Canada’s Finance function. We support portfolio governance, financial reporting, business planning, and initiative oversight across Sun Life Canada. As part of this team, you’ll work with key stakeholders across Canada to support quarter-end reporting, business planning, and preparing materials to help leaders make informed decisions. This role provides an opportunity to contribute directly to high-visibility work while developing financial analysis, stakeholder management, and executive communication skills. Preferred skills Strong analytical skills with the ability to work with financial data, reconcile information across sources, and identify key insights. Advanced working knowledge of Microsoft Excel and PowerPoint, with the ability to prepare clear, polished, leadership-ready materials. Excellent attention to detail, communication skills, and ability to manage competing priorities in a fast-paced environment. Organized with excellent time management skills. Qualifications Currently enrolled in a post-secondary program, ideally with a focus in finance, accounting, business, economics, or a related field. Responsibilities Support quarter-end Key Initiative reporting, including collection, validation, reconciliation, and consolidation of reporting outputs. Assist with preparing materials for leadership governance forums, including value card consolidation, portfolio health updates, financial analysis, presentation refinement, storytelling, and supporting Excel files. Contribute to capitalization process improvements by supporting workbook clean-up, sign-off tracking, and related process documentation. Support recurring team operations, including stakeholder communications, ad hoc financial and governance analysis, and process documentation for ongoing team priorities. The Base Pay range is for the primary location for which the job is posted for. The Base Pay which you will be considered for will vary depending on the Campus program you are selected for. Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance 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. Job Category: Temporary Employee Posting End Date: 24/09/2026

What you’ll do

Support quarter-end key initiative reporting, including the collection, validation, and consolidation of financial data. Assist leadership with governance forum materials, portfolio health updates, and process improvement documentation.

Requirements

Candidates must be currently enrolled in a post-secondary program, preferably in finance, accounting, business, or economics. Strong analytical skills and advanced proficiency in Microsoft Excel and PowerPoint are required.

Benefits

• Incentive plans

Listed skills

• Time management · Preferred
• Financial Reporting · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Stakeholder management
• Executive communication
• Microsoft Excel
• Microsoft PowerPoint
• Data reconciliation
• Financial reporting
• Business planning
• Portfolio governance
• Attention to detail
• Time management
• Presentation refinement
• Storytelling
• Process documentation
• Stakeholder Communications
• Talent Sourcing
• Analytical Skills
• Accounting
• Artificial Intelligence
• Reconciliation
• Business Economics
• Business Planning
• Communication
• Finance
• Financial Analysis
• Financial Data
• Financial Statements
• Governance
• Leadership
• Operations
• Portfolio Management
• Stakeholder Management
• Time Management
• Scheduling
• Process Improvement
• Collections
• Consolidation
• Detail Oriented

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Administrative
• Strategic Initiatives Intern
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts