Sun Life

Commissions Associate

Waterloo, Ontario Full time

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

Job Description:

About the role:

As a Commissions Associate at Sun Life Financial Distribution, you'll play a crucial role in administering compensation for life commissions and wealth products. This exciting position offers the opportunity to provide accurate and timely administration of SLFD compensation within required deadlines. You'll be part of a team that offers technical and procedural advice on complex compensation inquiries, documents and implements new compensation processes, and investigates compensation issues and production problems.

What will you do?

  • Update M2 system for manual commission calculations, error corrections, and adjustments
  • Handle commission-related inquiries for Sun Life Financial Distribution, providing expertise and excellent customer service
  • Consult with business partners on complex or unusual situations that may require unique solutions
  • Develop and revise commission processes
  • Ensure team documentation is accurate and up to date
  • Manage and prioritize file cabinet in CSW, ensuring timely and accurate delivery of work assigned
  • Provide accurate administration of compensation for life and wealth products

What do you need to succeed?

  • 2+ years of experience with data entry and calculations
  • Accounting & math skills for complex commission calculations and problem-solving abilities
  • Excellent written and verbal communication skills
  • Excellent customer service skills
  • Proficient working knowledge of Windows, Microsoft Office, Outlook, and Excel
  • Advanced time management and organizational skills
  • High attention to detail
  • Ability to work independently with minimal direction and in a team environment
  • A positive attitude with a commitment to high-quality service

Preferred Skills:

  • Knowledge of advisor commission and processes
  • Previous experience working with SLFD
  • Knowledge of M2, Univeris, Ingenium, LF, and CSW systems
  • Knowledge of Sun Life retail products
  • Basic knowledge of advisor organization incorporation/de-incorporation processes

Unique Requirements:

  • Willingness to work overtime during mid-month and month-end cut-off periods or other peak workload times

What's in it for you?

  • Hybrid work environment
  • A friendly, collaborative, and inclusive culture
  • 15 vacation days per year
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension, stock and savings programs to help build and enhance your future financial security
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Access to our Global Learning Centre, available 24/7 for your learning needs
  • Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

  • We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
  • Great Place to Work® list for Best Workplaces for #HybridWork 2022
  • Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
  • Named “Best Places to Work” by Glassdoor, 2021 and 2023

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 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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

49,000/49 000 - 77,000/77 000

Job Category:

Sales - Distribution Support

Posting End Date:

18/12/2025