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About the Role

As Senior Investment Product Manager, you will support the sales team with clear product insights, timely answers, and useful communications to effectively position investment solutions. You will also lead key regulatory commentary, deliver product training, maintain sales materials with marketing, and monitor the competitive landscape to identify new opportunities. The primary goal is to facilitate the commercial success of SLGI's mutual fund and ETF shelf through strategic product positioning.

Responsibilities

Provides strategic product support to the sales team by responding to detailed inquiries and delivering weekly value-added communications that help position our products effectively against competitors.
Leads the completion of key regulatory commentary deliverables, including MRFP filings.
Delivers ongoing product presentations and training to the sales team, helping strengthen product knowledge and understanding of key financial concepts, including fixed income mutual funds / ETFs, equity mutual fund /ETFs.
Send out value-added sales e-mails on a weekly basis. Positioning products vs competitors.
Answer all inquiries from our sales team and other stakeholders.
Complete MRFP on semi-annual basis to ensure all regulatory commitments are met.
Update and maintain all marketing and sales collateral in collaboration with our marketing team.
Ongoing evaluation of competitive environment to identify new sales opportunities.

Requirements

5 – 10 years of experience with Investment Product Management (Mutual Funds and ETFs) or a similar role
Bachelors degree in Finance, Economics or related
Canadian Securities Course (CSC)
Expert knowledge of mutual funds
Expert knowledge of ETFs
Expert knowledge of fixed income
Expert knowledge of equities
High level of proficiency using Morningstar Direct and other industry resources (e.g. Sedar, financial reports, etc.)
Strong understanding of economic and financial concepts
The role requires strong knowledge of the English language.
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.

Skills

CFA or CIM preferred

Location

Quebec

Work Type

Hybrid work environment – Currently 2 days a week in-office
hybrid organization

Experience Level

Senior

Education Level

Bachelors degree in Finance, Economics or related
Canadian Securities Course (CSC)

Salary/Compensations

80,000/80 000 - 128,000/128 000

Benefits

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

About the Company

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
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

Equal Opportunity

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.