Marketing & Client Engagement Specialist

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:

Reporting to the Marketing Manager, In Plan, the Marketing & Client Engagement Specialist is accountable for driving end-to-end delivery (from ideation to execution) of marketing campaigns leveraging multiple channels such as email, web, video, social media and print.

These communications will help Clients:

• Understand their workplace benefits and savings plans and encourage them to take action.
• Educate plan members when new products i.e. voluntary benefits are available and during key moments in the member journey (welcome, enrolment, re-enrolment, etc.).

What will you do?

• Drive end-to-end delivery (from ideation to execution) of marketing campaigns in various digital channels.
• Work with Creative Services to develop marketing messages that are clear and client-centric, using plain language and behavioural economic principles.
• Develop and implement test and learn direct response marketing campaigns, including preparing and presenting briefs to support business objectives
• Ensure knowledge of campaign strategy, brand, the plan sponsor/association/client and the product value proposition are appropriately reflected in all communications (print and electronic).
• Coordinate with other internal marketing teams, business partners and external vendors to execute campaigns as needed
• Manage campaign execution, including preparing workback schedule, copy editing; providing creative direction; managing approvals (business partners, legal, compliance, risk etc.) translation, printing, production and distribution processes
• Work with internal analytics teams to help ensure measurement and reporting on campaign activity is in place
• Identify opportunities for improvement based on post analysis or best practices to increase efficiency of campaign execution and effectiveness
• Represent Marketing on special projects on occasion
• Own and manage various administrative responsibilities

What do you need to succeed?

• Post-secondary education in marketing or communications
• 2 to 5 years in a Marketing Specialist role
• Experience with digital marketing in a direct marketing capacity
• Experience in progressive copywriting and editing, especially for digital tactics
• Strong communications skills (both verbal and written)
• Proficient in Microsoft Office and Adobe software
• Ability to handle multiple projects, organize work and set priorities
• Ability to consult, negotiate and influence
• Excellent project management and time management skills
• Ability to learn new programs and processes
• A familiarity of behavioural economics and plain language principles
• Proven balance of analytical and creative problem-solving skills
• Excellent interpersonal skills and ability to build relationships with business partners
• Work well independently, but also function in a team environment.

What will be nice to have?

• Experience in life insurance/wealth management or other financial services industry
• Experience with marketing data analytics 
• Experience using Adobe Campaign and InDesign

What's in it for you?

• We're proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.

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.

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