Institutional Sales & Client Support Specialist

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

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.