About the role#
This position is part of the Individual Insurance Operations team. You will support Advisors and Clients by providing accurate tax reporting and calculations for life insurance, health insurance, and savings products. This is a paid, full-time student position for the Winter 2027 term.
What you'll do#
- Learn complex tax rules and apply them to company products and procedures.
- Calculate policy tax values to meet the needs of Advisors and Clients.
- Build knowledge of internal systems and products to process requests accurately.
- Deliver requests with efficiency and attention to detail.
- Identify and suggest opportunities to improve existing processes.
What you'll need#
- Current enrollment in a program such as Mathematics, Finance, Business Administration, or Accounting, with a graduation date of April 2027 or later.
- Strong attention to detail and time management skills.
- Ability to solve problems and manage competing priorities.
- Effective communication skills to work with team members and clients.
Location & details#
- This role is based in Waterloo or Toronto, Ontario.
- The position requires on-site work.
About Sun Life
Sun Life is a publicly traded financial services firm established in 1865 with headquarters in Toronto, Canada. The organization employs over 10,000 people and provides various investment and insurance products to clients. Its operations span multiple international markets, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, and Indonesia.
