Bilingual Investigative Analyst - Montreal - Sun Life Financial

    Sun Life Financial
    Sun Life Financial Montreal

    3 days ago

    Full time
    Description

    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:

    The Investigative Analyst is an important front line of defence in identifying potentially suspicious activity submitted through Group Benefit plans. The team also receives incoming telephone calls through the Fraud Risk Management Tip Line, from the public, and internally with information regarding possible suspicious activities.

    What will you do?

    • Communicating with Disability Case Managers, Plan Sponsors and tipsters, utilizing the principles of clear language, and in a courteous and professional tone
    • Setting up cases in Case Manager for Investigators
    • Gathering additional plan member details
    • Conduct preliminary, open source searches/research
    • Manage inbox and triage of information
    • Review referrals for accuracy and quality
    • Communicating with the Disability Business Unit for various requests
    • Assist with process improvements and maintaining team job aids
    • Collaborating with colleagues to drive process improvements, which have a direct impact on the client experience

    What do you need to succeed?

    • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
    • Advanced online and social media research skills
    • Strong analytical and problem-solving skills, attention to accuracy and details
    • Strong organizational and decision-making skills
    • Ability to complete detailed tracking of all activities to support any follow-up
    • Ability to handle conflicting priorities and meet stringent deadlines
    • Ability to operate effectively as a team member in a dynamic environment
    • Ability to work independently with minimal supervision
    • Post-secondary education preferred
    • Knowledge of disability claims an asset

    Unique Requirements

    Reliability Status : As a condition of the role, the successful candidate must be eligible and obtain a Government of Canada Reliability Status security clearance through Sun Life.

    What's in it for you?

    • Joining a reputable organization with over 150 years of history
    • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
    • An environment of continuous learning and improvement
    • Flexible Benefits, Pension Plan & Stocks Ownership and time off.

    #LI-Hybrid

    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

    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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

    Salary Range:

    49,000/ ,000/77 000

    Job Category:

    Risk Management

    Posting End Date:

    20/02/2026

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