Associate, Institutional Sales & Client Support

Sun Life; Toronto; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Flexible benefits

Hybrid work model

Job summary

Sun Life Global Investments is seeking a detail-oriented professional to support institutional sales and client service in a hybrid Canada-based role. You will coordinate reports, RFPs, events and campaigns while maintaining CRM data and approved materials.

Ideal candidates have 3+ years in financial services, strong communication and Excel/PowerPoint proficiency, and familiarity with CSC or project management credentials. Travel may be required.

Qualifications

• Understanding of sales, client service and marketing processes in financial services
• Excellent written and verbal communication and interpersonal skills
• Strong analytical, problem-solving and organizational abilities
• Ability to manage priorities and meet deadlines; escalate issues as needed
• Completion of or progress toward CSC and/or project management credentials

Responsibilities

• Produce and quality-check client reports, materials and presentations using templates
• Coordinate RFP/RFI processes and due-diligence responses
• Maintain logs, workflows and deadlines; flag capacity risks
• Keep content in approved platforms with governance and version-control
• Support national roadshows, client meetings and industry conferences
• Assist with institutional email campaigns and CRM data hygiene
• Support BD and CR teams with events and training sessions
• Handle ad hoc requests and special projects per intake processes
• Develop knowledge of institutional capabilities and approved sales materials
• Provide analytics support using approved databases and reporting tools

Skills

Communication skills

Collaboration

Organizational skills

Analytical skills

Proactive work ethic

Education

Canadian Securities Course (CSC)

Project management credential

Tools

Microsoft Excel

PowerPoint

CRM software

Content-management systems

Job 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. 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:

Sun Life Global Investments - where ambition meets opportunity! There are many reasons why we've become one of the fastest-growing retail and institutional asset managers in Canada - and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes. We see possibilities in every challenge and work together to drive real, lasting impact. Now in our 17th year as an asset manager and with over $44B in assets under management across institutional and retail markets, we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead, we're looking for bold, driven professionals to help shape what's next. You're looking for a career with purpose. We're here to help you thrive. Build your future with us - and invest in a career that invests in you.

What will you?

• Produce and quality-check recurring client reports, performance materials, organizational charts, biographies, pitchbooks and meeting presentations using approved templates and standards, in collaboration with subject matter experts and partner teams
• Coordinate active RFP/RFI, due diligence questionnaire and ad hoc information requests, including response assembly, subject matter expert follow-up, deadline tracking, quality checks and submission readiness
• Maintain request logs and workflow records; manage assigned requests against established priorities, service standards and deadlines; and elevate capacity or delivery risks as appropriate
• Maintain current, accurate and properly organized content in approved collaboration and content-management platforms, following established governance and version-control standards
• Use approved playbooks, templates and workflows; identify execution gaps and provide feedback to Institutional Sales Enablement to support continuous improvement
• Event Management and Project Coordination: Coordinate national roadshows, client and prospect meetings, and speaking opportunities at industry conferences, including materials, logistics and follow-up
• Support the execution of institutional email campaigns and communications, including content coordination, review and approval workflows, distribution-list maintenance, delivery and results reporting, using the campaign framework and core materials established with Marketing and Institutional Sales Enablement
• Support the Institutional BD and CR teams with event hosting and logistics, including client, prospect and consultant meetings and internal or external training sessions
• Coordinate ad hoc requests and special projects within established intake, prioritization and delivery processes
• Investment Information and Analytical Support: Develop and maintain a strong working knowledge of SLGI’s institutional capabilities, investment solutions, client segments and approved sales materials
• Provide analytical and research support for BD and CR requests using approved institutional databases, reporting tools and data standards
• Maintain accurate CRM data, contact and distribution lists, and activity records; support data hygiene and produce routine reports in accordance with established CRM standards and reporting definitions

What do you need to succeed?

• Understanding of sales, client service and marketing processes, preferably within financial services or asset management
• Excellent written and verbal communication, collaboration and interpersonal skills
• Strong analytical, problem-solving and organizational skills, with close attention to detail and a commitment to process discipline and quality control
• Ability to work proactively, manage assigned priorities, meet deadlines and elevate issues appropriately
• Minimum of three years of experience in financial services, preferably in institutional sales support or client service
• Knowledge of the pension and institutional investment management business and investment products
• Proficiency in Microsoft Office, particularly Excel and PowerPoint
• 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
• Some travel may be required
• Assets: Experience coordinating RFP/RFI, due diligence questionnaire or proposal processes
• Hands-on experience with CRM, content-management, workflow, RFP and other front-or middle-office applications
• Completion of, or progress toward, the Canadian Securities Course (CSC), a project management credential or another relevant professional designation

Success in This Role Looks Like

• Client, prospect, advisor and consultant requests are completed accurately, on time and in accordance with established service standards.
• Client reports, presentations, communications and proposal responses are current, complete and ready for review or delivery.
• CRM records, distribution lists, request logs and workflow records remain accurate and support reliable reporting.
• Approved templates, playbooks, workflows and content are used consistently, with practical feedback provided to Institutional Sales Enablement.
• Institutional BD and CR teams receive responsive, organized and dependable execution support.

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We're honoured to be recognized as a 2026 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
• 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.

*LI-NB1 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. 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 [e-mail].

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.

Salary Range: 65,000/65 000 - 98,000/98 000

Job Category: Sales - Distribution Support

Posting End Date: 21/11/2026

Shine together At Sunlife, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We're a global company with a passion for people. Our purpose is to help Clients build lifetime financial security and lead healthier lives. As a team of 68,000 across 28 markets, our impact is far-reaching, and locally relevant. There's power in numbers. As part of Sunlife’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sunlife, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.