Role: Investment Analyst
Department: Private Fixed Income
Location: Toronto, ON
Wilfrid Laurier University, Honours Bachelors of Business Administration
Graduation year: 2013
What is your current role at Sun Life?
In my current role, I work with Sun Life’s Individual Wealth business to develop product ideas and solutions that enhance Sun Life’s retail wealth product shelf, consisting of AAs, GICs, annuities, mutual funds, and segregated funds. This involves market research, competitive analysis, quantitative modelling and analysis, providing content for marketing materials and presentations, and working with various functions throughout the organization to deliver concepts and solutions to meet the needs of Canadians looking to both save for and enter retirement.
There isn’t any day that’s “typical”. Every day is something new and different. When I first arrive to the office in the morning, I read the news and scan industry newsletters and journals to see what’s going on and keep up to date. This is very important in a role like mine, where the external environment is very influential on the work we do. I have multiple projects I’m working on at any one time, so I try to spend a few hours a day working on each. Depending on what project I have on the go, I could be doing some quantitative work in excel to model how our products perform in certain scenarios, creating income strategies for retirees, or examining market trends to see where we should position products. The variety of work I have the chance to be involved with is endless.
The most challenging part of my job is being able to deal with different streams of work at the same time. In any one day, I could be working on three different work streams related to marketing, pricing, and research. It sometimes can be challenging to juggle a variety of tasks with tight deadlines all at the same time. Sun Life does a great job with helping me meet this challenge through its flexible work arrangements and training. The flexibility to be able to work from home, if I need to, is one example of how I can tailor my workplace to help me be the most productive and efficient I can be.
Working at Sun Life
Advice and insights
Sun Life is a great place to learn about the financial services industry. Opportunities for success are abundant – people are supportive of you pursuing your career goals and are willing to help you get where you want to be.
- Meet as many people as you can through Sun Life’s networking sessions and on-campus recruiting efforts.
- Research not only the company, but the industry landscape in which Sun Life operates.
- It’s not just about your grades or the courses you take – make an effort to make yourself as well-rounded of a candidate as possible.
Sun Life is a great place to achieve your career goals. But don’t take our word for it. See for yourself what our people say about the opportunities, support and rewards we offer.
Among our many honours, Sun Life, for the fourth year in a row, is proud to have been named one of Canada’s Top Employers for Young People in 2019.Learn more about this achievement