Investor Relations Coordinator

Sun Life Financial; Toronto; Hybrid; CAD 49,000 - 81,000; Full time

Job summary

Sun Life Financial is seeking an Investor Relations Coordinator to join their Capital Markets team. This role involves coordinating investor meetings, managing relationships, and supporting executive participation at key events. The ideal candidate will possess strong organizational and communication skills, with a bachelor's degree and experience in related fields. Join a dynamic team and make a meaningful impact in investor relations!

Benefits

Flexible Benefits

Career development opportunities

Inclusive work environment

Qualifications

• Minimum 2 years of experience, preferably in Investor Relations.
• Strong relationship management skills essential.
• Solid project management knowledge required.

Responsibilities

• Coordinate investor meetings and conferences.
• Support relationship management with external partners.
• Manage administrative tasks for the Investor Relations team.

Skills

Interpersonal skills

Communication skills

Organizational skills

Problem solving

Education

Bachelor’s degree or equivalent business experience

Tools

Project management tools

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:

The Investor Relations & Capital Markets team is responsible for developing and executing Sun Life’s communication strategy with institutional investors, sell-side analysts, and rating agencies. The team is also responsible for Sun Life’s capital markets activities, which includes issuance and maintenance of public securities.Our best-known products are slides for the quarterly analyst call and investor materials published quarterly. We also provide financial analysis and advice, used by a broad range of people both inside and outside the Company.

In our public business environment, both our internal and external stakeholders require and expect timely information of quality, which ensures that they can make decisions and act upon them quickly and with confidence.We strive to support these needs in partnership with the business groups who, with us, form the foundation of our success.

Reporting to the Director, Investor Relations, the Investor Relations Coordinator joins a team of innovative and dynamic individuals who work both internally and externally to Sun Life to accomplish the Investor Relations goals.Strong relationship management skills are essential in building and maintaining connections with Sun Life executives and assistants, Sun Life Business Group teams, analysts and broker partners.

What will you do?

• Coordinate Investor Relations investor meeting roadshows and conferences, including booking travel and accommodations

• Working in partnership with the executive assistant community to facilitate Sun Life executive participation at investor meetings and roadshows

• Support relationship management with key external partners

• Proactively manage and communicate changes, risks, issues, and actions, utilizing appropriate tools

• Track investor meetings across multiple platforms

• Collaborate with a variety of teams using strong leadership, influencing and facilitation skills to coordinate and drive projects to successful completion

• Responsible for a variety of administrative tasks to support the Investor Relations team, including booking meetings, coordinating with executive assistants across the organization on executive availability, processing invoices, tracking purchase orders and other tasks as needed

What do you need to succeed?

• A bachelor’s degree or equivalent business experience

• Previous experience in Investor Relations would be an asset

• Minimum 2 years of experience, previous knowledge of corporate communications, event management, public relations would be an asset

• Positive, energetic attitude at all times

• Strong interpersonal and communication skills and relates well to diverse personality types

• Strong organizational skills and ability to prioritize a wide range of tasks over multiple projects

• Solid knowledge of project management techniques, tools, and methodologies

• Excellent problem solving and decision-making skills

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 ouremployees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2023 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

*LI-MS

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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

49,000/49 000 - 80,200/80 200

Job Category:

Finance

Posting End Date:

26/06/2025