Wealth Brokerage Reporting Manager

Manage finance reporting for Sun Life’s wealth businesses, combining CIRO compliance, IFRS knowledge, and analytical insight within a hybrid work model.As Manager, Regulatory and Subsidiary Reporting, you will support the Retail Advice & Solutions Finance team. Your scope includes Sun Life Financial Investment Services, Sun Life Canada Securities, and Sun Life Financial Distributors. You will oversee reporting processes, regulatory compliance, audits, board reporting, and minimum regulatory capital calculations. The position also involves collaborating with business areas, researching accounting changes, and developing process enhancements through automation and generative AI tools such as Microsoft Copilot.Key Responsibilities:
Ensure monthly regulatory filings comply with applicable CIRO rulesSupport minimum regulatory capital calculations and compliance reportingOversee quarterly subsidiary board report preparationResearch accounting changes and lead process updatesImplement reporting efficiencies using automation and Microsoft CopilotRequirements:
CPA designation and five-plus years of related industry experienceRetail wealth brokerage experience is an assetUnderstanding of CIRO regulatory rules is an assetWorking knowledge of IFRS and financial reporting processesCuriosity, accuracy, initiative, and strong decision-making skillsUse wealth brokerage knowledge, regulatory judgment, and process improvement skills to strengthen Sun Life reporting operations.
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