About this role
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.
Job 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 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 competitive environment to identify new sales opportunities.
What do you need to succeed?
• 5 – 10 years of experience with Investment Product Management (Mutual Funds and ETFs) or a similar role
• Bachelors 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. 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
What's in it for you?
• Hybrid work environment – Currently 2 days a week in-office
• A friendly, collaborative, and inclusive culture
• 20 vacation days 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
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial
Recent Awards:
• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023
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.
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:
80,000/80 000 - 128,000/128 000
Job Category:
Product
Posting End Date:
05/08/2026