Strategic Investment Management Lead

3 weeks ago


Old Toronto, Canada Sun Life Financial Full time
Sun Life Financial Career Opportunity

We are seeking a seasoned professional to join our team as a Product Development Director in Toronto, Ontario. This exciting role offers the opportunity to make a meaningful impact in the lives of individuals, families, and communities.

About the Role:

This is a senior position responsible for product strategy and development within Sun Life Canada's wealth management distribution platform. The successful candidate will be responsible for managing the day-to-day functions of our product shelf, including firm-level reporting to present to the product approval committee.

Key Responsibilities:

  • Developing product governance policies
  • Managing the product shelf, including firm-level reporting
  • Assisting with due diligence reviews of firms and individual products
  • Interface with investment advisors on UMA/SMA and product training, investment selection, and portfolio construction

What We're Looking For:

  • 7+ years of experience in investment dealer operations
  • Experience working within an IIROC dealer
  • Familiarity with UMA/SMA or portfolio management platforms
  • CFA or other investment-related post-graduate education is an asset
  • Strong interpersonal skills and ability to form trusting relationships with stakeholders
  • Demonstrated presentation skills
  • English/French bilingualism is an asset

Why Join Us?

  • Anchored to our Purpose, our Sustainability Plan has three pillars: increasing financial security, fostering healthier lives, and advancing sustainable investing
  • The opportunity to move along various career paths with amazing networking potential
  • Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off every five years
  • Wellness programs that support your mental, physical, and financial health
  • Opportunity to work with a dynamic team of experts in their fields

Compensation Package:

The salary range for this role is $105,000 - $180,000 per year, depending on experience and qualifications.



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