Product Owner, Prospr

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:

We are on an exciting journey to create a hybrid human and digital advice channel powered by a team of advisors and supported by a digital engagement platform. Reporting to the Director, Client & Advisor Channel, the Product Owner, Advisor Experience will be responsible for developing and delivering key product experiences and capabilities that help Prospr advisors help Canadians. The successful candidate will be responsible for driving the strategy, roadmap, and delivery of digital solutions that support our advisors in managing relationships, improving productivity, and growing the Prospr business. This role will also support our B2B partner journey, working closely with our Partnerships team. The candidate is expected to thrive in a high change environment and should be highly independent in their ability to execute work and able to work effectively with stakeholders and partners across Sun Life Canada.

What will you do?

1. Own the Digital Product Strategy for Advisor Experience
   • Define and drive a product vision and roadmap focused on enhancing the digital tools and platforms used by Prospr advisors.
   • Understand the advisor journey—across prospecting, onboarding, portfolio management, and client servicing—to identify opportunities for innovation and efficiency.
   • Align product strategy with advisor sales objectives, productivity goals, and regulatory requirements.
   • Create business cases and recommendations for new feature development.
2. Collaborate Closely with Advisor Teams and Sales Leadership
   • Act as the bridge between advisors, sales leaders, and product teams—gathering direct feedback from Sales & Partnerships teams to inform product decisions.
   • Prioritize features that directly support lead generation, client engagement, cross-selling, and relationship management.
   • Work closely with SLFD platform teams to ensure cohesion of tools between Prospr advisors and the field.
3. Design and Enhance Advisor-Facing Digital Tools
   • Lead the development of CRM systems (Salesforce), financial planning software, product comparison tools, and dashboards that support Prospr advisors.
   • Collaborate with design teams to create usable capabilities that align with advisor workflows and minimize friction in daily use.
4. Support Sales Enablement and Business Growth Initiatives
   • Develop digital solutions that help advisors personalize client experiences, recommend appropriate financial products, and close sales more efficiently.
   • Partner with Client Channel & Marketing to integrate tools that offer content personalization, timely insights, and targeted campaign support.
   • Track adoption and effectiveness of sales tools and iterate based on performance data and user feedback.
5. Ensure Regulatory Compliance and Risk Mitigation
   • Collaborate with compliance and legal teams to ensure advisor tools support regulatory adherence (e.g., KYC, suitability, disclosures, recordkeeping).
   • Ensure auditability, data privacy, and risk controls are built into digital workflows.
6. Use Data and Analytics to Improve Advisor Productivity
   • Define and monitor KPIs tied to advisor tool usage, advisor engagement, and sales effectiveness.
   • Leverage behavioral analytics to understand how advisors interact with tools and where improvements are needed.
   • Use feedback loops to validate enhancements and inform future development.
7. Lead Cross-Functional Collaboration and Product Delivery
   • Work closely with engineering, QA, UX, and DevOps teams to ensure timely and high-quality delivery of advisor-facing solutions.
   • Maintain a prioritized product backlog and lead agile ceremonies such as sprint planning and product demos.
   • Collaborate with internal stakeholders to ensure smooth deployment, internal communications, and change management.

What you need to succeed?

• Bachelor’s degree in Business, Finance, Marketing, or a related field. A Master’s degree or specialized certifications in customer experience, financial services, or related areas is considered an asset.
• 5+ years of experience in product management with a focus on customer or advisor experience roles, preferably within the financial services industry.
• Strong experience with Agile product development practices.
• Familiarity with the advisor ecosystem and the tools advisors use, such as CRM platforms (e.g., Salesforce), financial planning software, and digital engagement tools.
• Experience in Direct-to-Consumer (D2C) marketing is highly valued.
• Experience in customer journey mapping, user research, and identifying pain points in the advisor-client experience. Proven ability to leverage insights to create actionable strategies for improving client and advisor interactions.
• Strong background in data-driven decision-making, with the ability to analyze customer feedback, surveys, and analytics to track advisor experience performance, identify gaps, and drive continuous improvements.
• Experience working cross-functionally with product teams, sales teams, and marketing departments to align advisor experience strategies with business goals, ensuring that all touchpoints reflect the company’s commitment to customer-centricity.
• Strong communication skills, with the ability to build relationships with advisors, management, and other key stakeholders. Ability to clearly articulate the vision for advisor experience improvements and provide training or resources to support adoption.
• Project management skills with the ability to manage multiple initiatives simultaneously, prioritize tasks, and deliver results within set timelines. Proficient in using tools like JIRA and Confluence to manage tasks and collaborate effectively with teams.
• Ability to thrive in a dynamic and evolving environment, balancing short-term project demands with long-term strategic vision for advisor experience improvements.

What's in it for you?

• Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives, and advancing sustainable investing.
• Stock Ownership Program gives you the chance to invest in Sun Life and get a company match.
• Wellness programs that support the three pillars of your health – mental, physical, and financial.
• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• 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.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

84,000/84 000 - 138,000/138 000

Job Category:

Product Owner

Posting End Date:

04/05/2025