Teams at Sun Life Financial, Inc.

Manage and execute internal audit engagements for financial services businesses. Responsibilities include assessing risks, evaluating controls, testing control effectiveness, preparing reports, monitoring findings, leading client meetings, advising business units, and identifying opportunities to automate testing with data analytics. The role also involves stakeholder relationship management, risk consulting, training, and informal people leadership.

Lead corporate underwriting risk and governance for life and health businesses, advising on mortality, morbidity, product and fraud risks. Evaluate underwriting initiatives, support high-net-worth and Private Wealth cases, guide retention and reinsurance strategy, and drive cross-jurisdictional governance, standards, and technical leadership for underwriting practices.

Support sales by providing product insights, regulatory commentary (MRFP), training, and sales collateral maintenance. Monitor competitors, send weekly sales communications, answer inquiries, and position mutual funds and ETFs to drive commercial success.