Manager,Regulatory and Subsidiary Reporting Job Toronto area,Ontario Canada,Finance & Banking

Job Description

Reporting to the Director, Regulatory and Subsidiary Reporting, the Manager, Regulatory and Subsidiary Reporting will be part of the Retail Advice & Solutions Finance team and will be responsible for all aspects of financial reporting processes related to the mutual fund dealer Sun Life Financial Investment Services (Canada) Inc. (SLFISI), investment dealer Sun Life Canada Securities Inc. (SLCSI) and insurance distributor Sun Life Financial Distributors Inc.

(SLFDI).This encompasses accounting and regulatory reporting for SLFISI and SLCSI in compliance with Canadian Investment Regulatory Organization (CIRO) rules. The large scale and scope of this role requires a high level of accounting knowledge, controls and processes, analytical insight, and operational efficiency.

What will you do?

Oversee and complete various aspects of the monthly and quarterly finance functions for the entities, including the accounting close, reconciliations, and reporting and analytics

Ensure completion of the monthly regulatory filings for SLFISI and SLCSI in accordance with CIRO regulatory rules

Assist in the preparation of the annual legal entity statutory and regulatory financial statements under IFRS and CIRO rules, including all note disclosures

Provide support for regulatory, external and internal audits of SLFISI and SLCSI by coordinating deliverables, preparing audit samples, and liaising with internal stakeholders to address auditor requests

Assist and oversee the preparation of quarterly board reports for the subsidiaries

Support regulatory compliance and reporting requirements, including minimum regulatory capital calculations

Effectively collaborate with various business areas to support the delivery of financial and regulatory reporting, presentations, and analytics as required

Provide support and research and lead process updates for accounting and regulatory changes and new initiatives

Coach, mentor and develop one direct report and one CPA student

Establish and maintain a robust governance and control environment

Identify and implement process efficiencies including the use of automation

What do you need to succeed?

Experience in retail Wealth brokerage and understanding of CIRO regulatory rules is an asset

Working knowledge on IFRS

Strong PC skills (MSOffice Suite, SAP, SharePoint, Tableau)

Excellent communication and relationship management skills

Self-starter, with accuracy and attention to detail, works well in a team as well as with minimal supervision

Ability to organize, prioritize and make decisions that require innovative thinking

Results driven, ability to take on ownership of tasks, identify issues and provide alternatives

Curiosity and a willingness to develop process enhancements using generative AI tools such as Microsoft Copilot

Professional Accounting designation (CPA) with 5+ years of related industry experience in Wealth and/or financial services industry

What’s in it for you?

We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada

Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

A collaborative and interactive team environment

Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.

Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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