Student, ISO Taxation Associate (Winter 2027)

Sun Life • Waterloo, ON

1d • Hybrid

About The Position

This opportunity is available to students with a graduation date of April 2027 or later. This role is within Individual Insurance Operations, supporting Advisors and Clients with Life Insurance, Health Insurance, Guaranteed Savings and Retirement products. The focus is on providing accurate and timely tax reporting and calculations for Advisors, Clients, and internal business partners.

Requirements

• Must have a graduation date of April 2027 or later.
• Likes math.
• Ability to connect dots to make sure things hold together and can identify when something doesn’t.
• Strong attention to detail.
• Drives to outcomes.
• Manages time effectively and delivers accurately.
• Takes ownership and confirms priorities of work to meet business objectives.
• Curious and asks questions to understand.
• Seeks out the ‘why’ to better understand.
• Puts Clients first.
• Strong communication and relationship skills.
• Goes the extra mile because it's the right thing to do.
• Values matter to the candidate.
• Brings their real self to work and lives the values – trust, teamwork, and accountability.

Nice To Haves

• Bilingual
• Prior life insurance knowledge
• Prior investment knowledge

Responsibilities

• Learn complex tax rules and how they apply to our products and procedures.
• Calculate policy tax values to deliver on the requestor’s needs.
• Develop knowledge of our products and our systems to understand the nuances to consider and what to look out for when processing requests.
• Use attention to detail and time management skills to deliver requests accurately and efficiently.
• Leverage problem-solving skills to identify opportunities to improve our processes or do something differently.
• Use experience of providing great service to delight our Advisors and Clients.

Benefits

• The Base Pay which you will be considered for will vary depending on the Campus program you are selected for.
• Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed