Waterloo, Ontario, Canada
1 day ago
Commission Associate

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:

This position offers an exciting opportunity to be involved in the administration of Sun Life Financial Distribution. The Commission Associate will provide accurate administration of SLFD compensation, relating to insurance, health and wealth products within the required deadlines.  The team also provides technical and procedural advice on complex compensation inquiries. The SLFD Commissions team documents and implements new compensation processes in addition to investigating compensation inquiries and production problems.  

What will you do?

Calculate commissions for non-standard transactions for retail insurance, health and wealth products

Update M2 system for manual commission calculations, error corrections and adjustments

Provide expertise and excellent customer service when handling commission related inquiries for Sun Life Financial Distribution

Consult with business partners on unusual situations that may require a unique solution or is more complex in nature

Conduct regular audits and health checks of commissions

Develop and revise commission processes

Ensure team documentation is accurate

Manage, participate in, and completes projects as required

Establish manual processes for new procedures

What do you need to succeed?

Knowledge of advisor commission and processes for SLFD

Proficient math skills and strong problem solving skills

Excellent written and verbal communication skills

Proficient working knowledge of CSW, Windows, Microsoft Office, Outlook and Excel

Ability to work independently with minimal direction and frequent interruptions, in addition to working in a team environment

A positive attitude with a commitment to high quality service

Assets:

Previous experience working with the SLFD

Knowledge of M2, Univeris, Ingenium, LF, and CSW systems

Knowledge of Sun Life retail products

Overtime will be required during mid-month and month-end cut-off periods or at other peak periods dictated by workload

What’s in it for you?

15 days vacation 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

Wellness programs that support the three pillars of your health – mental, physical and financial

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

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:

45,600/45 600 - 74,700/74 700

Job Category:

Sales - Distribution Support

Posting End Date:

07/08/2025
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