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.

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.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid (Montreal)

Group Retirement Services - Payout Annuity is looking for a proven and skilled individual who is willing to join a dynamic and innovative environment.This role demands strong workflow management ability, organizational skills, attention to detail and a passion for high quality customer service.

What will you do?

• Set up and maintain annuitant member information on various systems
• Promptly respond to inquiries from internal business partners
• Responsible for plan reconciliation and handling changes to client files
• Manage complex processes with high volume of data using Excel Spreadsheets
• Investigate and resolve escalated issues and complaints quickly and accurately
• Manage work priorities in a multifunctional environment
• Accountable to deliver superior customer service to future and existing pensioners
• Respond to client inquiries who contact our call center.

What do you need to succeed?

• Bilingualism (French, English) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
• Diploma or training in finance, accounting, actuarial science or business management; or a solid understanding of pension plans
• Knowledge of pension legislation and annuities
• Administrative or customer service experience
• Strong Excel skills (pivot tables, VLOOKUP, etc.)
• Experience in finance or accounting

Competencies

• Ability to work under pressure, manage shifting priorities and remain organized in an ever-improving environment
• Analytical and problem-solving skills
• Attention to detail with a proven track record of superior quality working in a production environment

What’s in it for you:

• We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work!
• Flexible Benefits from the day you join to meet the needs of you and your family
• Retirement and stock ownership programs giving you the opportunity to maximize your finances by taking advantage of employer matching contributions
• Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more.
• Access to our Global Learning Centre, available 24/7 for your learning needs

#LI-Hybrid

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 [email protected].

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.

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