Elevating women in the finance sector
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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.

At Sun Life, we’re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you’ll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients’ lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Experience:

Mid-level

Education Required:
  • Bachelors degree in Finance, Economics or related
  • Canadian Securities Course (CSC)
Salary Range:

$100, 000+

Position description

About the role:

As Senior Investment Product Manager, you’ll help support our sales team with clear product insights, timely answers, and useful communications that position our investment solutions effectively. You’ll also lead key regulatory commentary, deliver product training, maintain sales materials with marketing, and monitor the competitive landscape to help identify new opportunities. Primary goal is to facilitate the commercial success SLGI’s mutual fund and ETF shelf through strategic positioning of our products.

What will you do?

  • Provides strategic product support to the sales team by responding to detailed inquiries and delivering weekly value-added communications that help position our products effectively against competitors.
  • Leads the completion of key regulatory commentary deliverables, including MRFP filings.
  • Delivers ongoing product presentations and training to the sales team, helping strengthen product knowledge and understanding of key financial concepts, including fixed income mutual funds / ETFs, equity mutual fund /ETFs
  • Send out value-added sales e-mails on a weekly basis. Positioning products vs competitors.
  • Answer all inquiries from our sales team and other stakeholders.
  • Complete MRFP on a semi-annual basis to ensure all regulatory commitments are met.
  • Update and maintain all marketing and sales collateral in collaboration with our marketing team.
  • Ongoing evaluation of the competitive environment to identify new sales opportunities.
Required skills / Experience

What do you need to succeed?

  • 5–10 years of experience with Investment Product Management (Mutual Funds and ETFs) or a similar role
  • Bachelor’s degree in Finance, Economics, or related
  • Canadian Securities Course (CSC)
  • Expert knowledge of mutual funds
  • Expert knowledge of ETFs
  • Expert knowledge of fixed income
  • Expert knowledge of equities
  • High level of proficiency using Morningstar Direct and other industry resources (e.g. Sedar, financial reports, etc.)
  • Strong understanding of economic and financial concepts
  • The role requires strong knowledge of the English language. The majority of our sub-advisors operate out of the United States and Ontario. Additionally, majority of our sales force works in English.
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Preferred Skills:

  • CFA or CIM preferred
Senior Investment Product Manager
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