Senior Investment Writer

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

Job summary

Sun Life Financial is looking for a Senior Investment Writer to create and manage content that drives client engagement and sales. The ideal candidate should have strong writing skills, experience in asset management, and the ability to translate complex investment insights into clear, audience-friendly content. This position offers a hybrid work environment, a collaborative culture, and a comprehensive benefits package.

Benefits

20 vacation days per year

Flexible Benefits

Pension, stock, and savings programs

Access to Global Learning Centre

Wellness programs

Qualifications

• 5-10 years of professional writing experience in asset management.
• Exceptional writing/storytelling skills for various audiences.
• Good understanding of investment concepts and macroeconomic trends.

Responsibilities

• Develop and edit investment content for various audiences.
• Translate complex investment insights into compelling content.
• Collaborate with stakeholders across different teams.

Skills

Writing

Editing

Data Analysis

Collaboration

Education

BA/BS required

Advanced degrees (plus)

Investment-related credentials (CSC, CIM, CFA)

Tools

Microsoft Word

Excel

PowerPoint

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:

About the role:

The Senior Investment Writer will report to the Director, Digital Investment Communications and is responsible to help create, prioritize and manage content across multiple platforms and formats to drive sales, and client engagement at Sun Life Global Investments.

This individual is an expert in all things related to compelling investment content for diverse audiences, brand consistency, and tone of voice. The position collaborates with various departments to position our capabilities and strategies: Multi Asset Solutions Team, Retail and Institutional Sales Teams, Product and Channel Marketing, Corporate Communications, Product Management, and the Tax and Estate Planning Team etc.

The role will be responsible to develop, edit, and create investment content for institutional, advisor and investor audiences to support sales and client retention efforts. Key responsibilities include strategizing and helping to develop timely insights. It also includes liaising with various teams to ensure our content reflects their opinion and positions, writing commentary and insights, proofing and editing content, support of product pieces, event content, videos, social media and other digital marketing content assets.

What will you do?

• Translate complex, and sometimes technical, investment insights/updates into compelling audience content
• Develop, write, edit, or proof content for a broad array of materials, including articles, campaign support, product support pieces, timely investment insights, event-related content, videos, social media posts etc.
• Work closely with the Multi-Asset Solutions Team to:
  • Develop commentaries and product positioning for retail and institutional clients
  • Ensure our thought leadership and insights align with the portfolio manager’s perspectives
• Participate in content ideas for advertising campaigns, unique headlines and story telling positioning
• Collaborate with content stakeholders in different functions, including compliance, product management, sales etc.
• Provide proofreading and editing support for diverse content
• Collaborate with other writers and content providers, designers and outside resources to effectively execute initiatives that are timely and relevant for our target audiences

What do you need to succeed?

• 5-10 years of professional writing experience working for an asset management or other investment-related company
• BA/BS required; a plus would be advanced degrees and/or investment related credentials such as the CSC, CIM, CFA etc.
• Exceptional writing/storytelling skills and demonstrated proficiency in writing for a variety of audiences including institutional investors as well as intermediaries, investment advisors and their clients
• Editing and proofreading experience
• Good understanding and/ or interest in investment concepts across equity, fixed income, as well as capital market and macroeconomic trends
• Proficient in data analysis to aid with storytelling
• Ability to work collaboratively with a wide range of internal stakeholders and to convey credibility when working with investment professionals
• Self-starter who can work independently and lead a project from idea generation to execution
• Fluent in office applications (Microsoft Word, Excel, PowerPoint)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• 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 opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024, and 2025 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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

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:

About the role:

The Senior Investment Writer will report to the Director, Digital Investment Communications and is responsible to help create, prioritize and manage content across multiple platforms and formats to drive sales, and client engagement at Sun Life Global Investments.

This individual is an expert in all things related to compelling investment content for diverse audiences, brand consistency, and tone of voice. The position collaborates with various departments to position our capabilities and strategies: Multi Asset Solutions Team, Retail and Institutional Sales Teams, Product and Channel Marketing, Corporate Communications, Product Management, and the Tax and Estate Planning Team etc.

The role will be responsible to develop, edit, and create investment content for institutional, advisor and investor audiences to support sales and client retention efforts. Key responsibilities include strategizing and helping to develop timely insights. It also includes liaising with various teams to ensure our content reflects their opinion and positions, writing commentary and insights, proofing and editing content, support of product pieces, event content, videos, social media and other digital marketing content assets.

What will you do?

• Translate complex, and sometimes technical, investment insights/updates into compelling audience content
• Develop, write, edit, or proof content for a broad array of materials, including articles, campaign support, product support pieces, timely investment insights, event-related content, videos, social media posts etc.
• Work closely with the Multi-Asset Solutions Team to:
  • Develop commentaries and product positioning for retail and institutional clients
  • Ensure our thought leadership and insights align with the portfolio manager’s perspectives
• Participate in content ideas for advertising campaigns, unique headlines and story telling positioning
• Collaborate with content stakeholders in different functions, including compliance, product management, sales etc.
• Provide proofreading and editing support for diverse content
• Collaborate with other writers and content providers, designers and outside resources to effectively execute initiatives that are timely and relevant for our target audiences

What do you need to succeed?

• 5-10 years of professional writing experience working for an asset management or other investment-related company
• BA/BS required; a plus would be advanced degrees and/or investment related credentials such as the CSC, CIM, CFA etc.
• Exceptional writing/storytelling skills and demonstrated proficiency in writing for a variety of audiences including institutional investors as well as intermediaries, investment advisors and their clients
• Editing and proofreading experience
• Good understanding and/ or interest in investment concepts across equity, fixed income, as well as capital market and macroeconomic trends
• Proficient in data analysis to aid with storytelling
• Ability to work collaboratively with a wide range of internal stakeholders and to convey credibility when working with investment professionals
• Self-starter who can work independently and lead a project from idea generation to execution
• Fluent in office applications (Microsoft Word, Excel, PowerPoint)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• 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 opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024, and 2025 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

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:

Communications

Posting End Date:

22/06/2025

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.