Director – Dealer Product Shelf

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:

Role Summary

Reporting to the AVP, Head of Product & Supervising Portfolio Manager, the Director, Dealer Product Shelf is critical to the management and ongoing evolution of Sun Life’s mutual fund and ETF product shelf to enable a diversified and competitive platform for Sun Life advisors to support client’s needs.

This role interfaces with stakeholders from various business units at Sun Life, Advisors, and third-party fund manufacturers. The role covers a range of activities that include developing and operationalizing product initiatives, effective operational management and governance of the product shelf, advisor support, policy development and supporting investment tools and technology.

What will you do?

Product Strategy and Platform Development

• Develop and operationalize product strategies that supports the health and growth of Sun Life’s wealth institutions including Prospr, Sun Life Financial Investment Services (Canada) Inc. and Sun Life Canada Securities Inc.

• Contribute or lead the implementation of key product initiatives that enhances the platform, focusing on continuous improvement of the advisor or client experience.

Product Management

• Responsible for effective management and governance of the mutual fund and ETF product shelf, including product integrity, ongoing assessments, and delivery of enhancements to product shelf capabilities and offerings to promote broad and competitive platform for Sun Life advisors to meet evolving client needs.

• Lead ongoing due diligence and governance of firms and products on the shelf, performed in accordance with the dealers’ regulatory obligations.

• Be a lead contributor in support activities related to product approval committees

Advisor Support

• Serve as a product subject matter expert in the field guiding Advisors to make informed decisions on product features, investment recommendations from the Fund Research team or the build out of portfolio models.

• Build or support robust advisor education that increases their proficiency in using mutual funds and ETFs to construct investment portfolios or support know-your-product obligations.  

• Triage and resolve product inquiries, complex case resolutions, and escalations from Advisors, fund companies and various business partners.

What do you need to succeed?

• 7+ years of relevant investment industry experience

• CFA or CIM (or working towards either designation) is an asset

• Strong industry and product knowledge – including mutual funds, ETFs, insurance products, SMAs and an understanding of the Canadian regulatory and legislative framework.

• Demonstrated presentation skills

• Strong problem solving, quantitative, and data analytics skills

• Strong interpersonal skills in forming trusting relationships Advisors and internal stakeholders

• Results orientated and highly self-motivated

• Ability to multi-task in a fast-paced environment

• Able to work in a team setting and autonomously

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

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

• The opportunity to move along a variety of career paths with amazing networking potential

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years

• Wellness programs that support the three pillars of your health – mental, physical, and financial

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th 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

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 [email protected].

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:

105,000/105 000 - 180,000/180 000

Job Category:

Sales - Distribution Support

Posting End Date:

16/02/2025