Director, Institutional Business Development & Client Relationship, Western Canada

Sun Life Financial; Calgary; Hybrid; CAD 110,000 - 180,000; Full time

Job summary

A global financial services company is seeking a Director of Institutional Business Development & Client Relations in Calgary, Alberta. This role demands a dynamic leader to build strong relationships with investment consultants, driving growth in the institutional market. The ideal candidate has a robust background in investment products and client management, is bilingual in French and English, and boasts 10+ years of relevant experience. This is a hybrid role offering flexibility in work settings.

Qualifications

• 10+ years of proven success in institutional business development and client relationship management.
• Deep understanding of investment products, pension plans, and the group retirement landscape.
• Exceptional communication, influencing, and presentation skills.

Responsibilities

• Develop and execute annual business plans to drive pipeline growth and client retention.
• Amplify SLGI’s brand visibility through regional roadshows and client events.
• Serve as a trusted advisor to plan sponsors ensuring proactive engagement.

Skills

Proven success in institutional business development

Understanding of investment products

Exceptional communication skills

Strategic mindset

Bilingual (French & English)

Education

University degree in business, finance, or related field

CFA and/or ASA designation

Tools

Salesforce

eVestment

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

Job Description:

There are many reasons why Sun Life Global Investments (SLGI) has become one of the fastest-growing institutional and retail 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 possibility in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments (SLGI) businesses, 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.

We’re looking for a dynamic, business development and client-focused leader to champion our brand and solutions across Western Canada. As Director of Institutional Business Development & Client Relations, you’ll be at the forefront of building deep, strategic relationships with investment consultants, group retirement advisors, and plan sponsors—driving growth and elevating SLGI’s presence in the institutional investment space.

This is more than a business development and client relations role — it’s a chance to shape the future of retirement solutions in Eastern Canada, working alongside top-tier teams across SLGI, Sun Life Group Retirement Services (GRS), and SLC Management.

What You’ll Do

Strategic Growth & Relationship Leadership

• Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.
• Build and manage a coverage strategy for investment consultants and group plan advisors.
• Identify and pursue new opportunities with plan sponsors, in partnership with internal teams (GRS Client Relations, Business Development and Investment Solutions Teams, and SLC Management) to.

Market Engagement & Thought Leadership

• Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
• Deliver compelling presentations at pension and investment committee meetings, showcasing the value of SLGI’s solutions—including Sun Life Delegated DC offering.
• Collaborate with fellow regional Directors to achieve national sales goals.

Client Experience Excellence

• Serve as a trusted advisor to our largest plan sponsors—ensuring proactive engagement and annual touchpoints.
• Respond swiftly to RFPs, information requests, and ad hoc inquiries with support from our Client & Sales Support team.
• Lead quarterly training sessions for Financial Services Consultants of the Sun Life Client Solution Center to keep our internal teams aligned and informed.

What You Bring

• 10+ years of proven success in institutional business development and client relationship management.
• Deep understanding of investment products, pension plans, and the group retirement landscape.
• Exceptional communication, influencing, and presentation skills.
• Strategic mindset with a passion for solving client challenges and driving results.
• Proficiency in tools like Salesforce and eVestment.
• Bilingual (French & English) – essential for engaging with clients and partners across Eastern Canada.

Your Background

• University degree in business, finance, or a related field.
• CFA and/or ASA designation is a strong asset.
• Licensing as required for specific markets.

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 [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! 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.

Salary Range:

110,000/110 000 - 180,000/180 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

05/01/2026