Senior Digital Marketing Consultant

Sun Life Financial; Waterloo; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

As a Senior Digital Marketing Consultant at a leading company, you will coach top advisors on their marketing strategies, develop customized marketing plans, and provide strategic recommendations. You'll play a vital role in enhancing advisor engagement and positioning Sun Life advisors' distinctive value propositions to drive leads and sales. Your expertise in digital marketing and strong communication skills will help ensure that advisors achieve their marketing objectives and deliver exceptional client experiences.

Benefits

Flexible Benefits

Pension, stock and savings programs

Best Workplace for Hybrid Work recognition

Qualifications

• Experience working with and servicing experienced advisors in the financial services space.
• Skilled communicator with the ability to present with impact.
• Strong understanding of digital technologies and communications.

Responsibilities

• Work 1:1 with advisors to analyze or build their individual marketing plans.
• Provide strategic recommendations that support the individual needs of the best advisors & clients.
• Deliver presentations to various audiences related to the advisor program.

Skills

Analytical skills

Communication

Presentation skills

Digital marketing best practices

Problem solving

Collaboration

Education

Post-secondary education

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:

As the Senior Digital Marketing Consultant, your focus will be on coaching top advisors on their marketing strategies to grow their businesses and engage with Clients.

The Senior Digital Marketing Consultant will help define and lead the service strategy for Sun Life Financial Distribution (SLFD) best advisors, with a focus on integrating business partners and field leaders into the model at key moments during the advisors’ marketing journey in order to benefit their overall marketing objectives.

You will be responsible for providing tailored and expedited service to our best Sun Life advisors to help differentiate their businesses and their personal brands from the mass market. You will coach advisors to help use the marketing assets & capabilities to drive leads, sales & engagement. You will develop individual marketing plans and share effective strategies with advisors to reach their target markets and measure their results. Where necessary, you will refer the advisor to recommended vendors to fulfill all aspects of their marketing plan and helps to oversee the development and internal approval processes associated with the work.

The Senior Digital Marketing Consultant is responsible for defining and meeting timelines that reflect the needs driving each advisor’s marketing and sales objectives and ensuring all materials meet brand guidelines, as well as legal and compliance requirements. The candidate is someone who is self-motivated and able to work both independently and collaboratively to deliver on all aspects of an advisors' marketing needs. You like to work in consultation mode with Clients, are resilient, enjoy delivering presentations, have good communication and organization skills and are well-versed in digital marketing best practices.

The Senior Digital Marketing Consultant reports into the Director, Digital Marketing Services. The Advisor Sales and Marketing Support team delivers customized, bespoke marketinginitiatives at the regional, team and individual advisor levels. The team is accountable to define and deliver marketing programs that effectively position Sun Life advisors’ distinctive value propositions for target clients and drive leads, sales and Client engagement.

What will you do?

• Advisor consultation: work 1:1 with advisors to analyze or build their individual marketing plans and coach them on marketing assets & capabilities
• Enhance our communication and activation capabilities to amplify the awareness and usage of our services by advisors and staff.
• Build relationships with advisors and business partners, prioritize and scale customized initiatives. Gather feedback to refine and improve.
• Provide strategic recommendations that support the individual needs of the best advisors & clients
• Champion innovation supporting the advisor experience, ensuring we are delivering enhanced value by anticipating and meeting their needs to support clients.
• Deliver presentations to various audiences as they relate to the advisor program (i.e. field leader meetings, program events, regional events)
• Continuously identify opportunities to create additional value, generate new ideas and creative solutions that help advisors grow and manage their practice.
• Reporting and analysis: provide metrics and analysis on marketing plan performance, Client engagement, lead generation & sales.

What do you need to succeed?

• Experience working with and servicing experienced advisors in the financial services space
• Experience operating in an agile marketing environment and ability to identify opportunities to link projects, initiatives or promotions together
• Skilled communicator with the ability to present with impact, facilitate, negotiate and influence advisors and field leaders, various internal stakeholders and Clients
• Proven ability to influence and inspire teams and must be able to consult, influence and negotiate with people from diverse backgrounds and levels throughout the organization
• In-depth analytical and problem solving skills
• Understanding of insurance and Investments products
• Strong organizational skills and ability to multi-task and able to manage multiple high-priority projects
• Strong understanding of digital technologies and communications.
• Ability to embrace change and adapt to constantly evolving business priorities
• Strong collaboration and partnership skills within and across business units

What will be nice to have:

• Post-secondary education, and 5-8 years of experience in the fields of marketing, social media, business, or communications
• Previous experience in an account management role
• Experience in the financial services industry

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

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:

78,000/78 000 - 128,000/128 000

Job Category:

Marketing

Posting End Date:

22/06/2025