Job Description:
— where ambition meets opportunity!
The Associate, Institutional Sales & Client Support works closely with SLGI’s Institutional Business Development (BD) and Client Relationship (CR) teams and with internal partners, including Sales Enablement, Marketing, Product, Portfolio Management, Operations, Legal and Compliance. The role contributes high-quality execution and service support to client acquisition, relationship management and business growth.
The Associate is responsible for day-to-day request fulfilment and operational delivery, including recurring client reporting, customized data and reports, presentation assembly, client and prospect communications, active RFP/RFI coordination, event support, workflow tracking and CRM data maintenance. The role executes against the standards, templates, workflows and platform practices established by Institutional Sales Enablement, while providing practical feedback on gaps and opportunities for improvement.
What will you?
Sales & Client Support and Communications
- Produce and quality-check recurring client reports, performance materials, organizational charts, biographies, pitchbooks and meeting presentations using approved templates and standards, in collaboration with subject matter experts and partner teams
- Coordinate active RFP/RFI, due diligence questionnaire and ad hoc information requests, including response assembly, subject matter expert follow-up, deadline tracking, quality checks and submission readiness
- Maintain request logs and workflow records; manage assigned requests against established priorities, service standards and deadlines; and escalate capacity or delivery risks as appropriate
- Maintain current, accurate and properly organized content in approved collaboration and content-management platforms, following established governance and version-control standards
- Use approved playbooks, templates and workflows; identify execution gaps and provide feedback to Institutional Sales Enablement to support continuous improvement
Event Management and Project Coordination
- Coordinate national roadshows, client and prospect meetings, and speaking opportunities at industry conferences, including materials, logistics and follow-up
- Support the execution of institutional email campaigns and communications, including content coordination, review and approval workflows, distribution-list maintenance, delivery and results reporting, using the campaign framework and core materials established with Marketing and Institutional Sales Enablement
- Support the Institutional BD and CR teams with event hosting and logistics, including client, prospect and consultant meetings and internal or external training sessions
- Coordinate ad hoc requests and special projects within established intake, prioritization and delivery processes
Investment Information and Analytical Support
- Develop and maintain a strong working knowledge of SLGI’s institutional capabilities, investment solutions, client segments and approved sales materials
- Provide analytical and research support for BD and CR requests using approved institutional databases, reporting tools and data standards
- Maintain accurate CRM data, contact and distribution lists, and activity records; support data hygiene and produce routine reports in accordance with established CRM standards and reporting definitions
What do you need to succeed?
- Understanding of sales, client service and marketing processes, preferably within financial services or asset management
- Excellent written and verbal communication, collaboration and interpersonal skills
- Strong analytical, problem-solving and organizational skills, with close attention to detail and a commitment to process discipline and quality control
- Ability to work proactively, manage assigned priorities, meet deadlines and escalate issues appropriately
- Minimum of three years of experience in financial services, preferably in institutional sales support or client service
- Knowledge of the pension and institutional investment management business and investment products
- Proficiency in Microsoft Office, particularly Excel and PowerPoint
- 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
- Some travel may be required
Assets
- Experience coordinating RFP/RFI, due diligence questionnaire or proposal processes
- Hands-on experience with CRM, content-management, workflow, RFP and other front- or middle-office applications
- Completion of, or progress toward, the Canadian Securities Course (CSC), a project management credential or another relevant professional designation
Success in This Role Looks Like
- Client, prospect, advisor and consultant requests are completed accurately, on time and in accordance with established service standards.
- Client reports, presentations, communications and proposal responses are current, complete and ready for review or delivery.
- CRM records, distribution lists, request logs and workflow records remain accurate and support reliable reporting.
- Approved templates, playbooks, workflows and content are used consistently, with practical feedback provided to Institutional Sales Enablement.
- Institutional BD and CR teams receive responsive, organized and dependable execution support.
This role offers an opportunity to support the growth and effectiveness of SLGI’s institutional business through disciplined execution, strong service delivery and close collaboration across Institutional Sales and partner teams. The ideal candidate combines attention to detail, investment-industry knowledge and a client-service mindset with the ability to manage multiple priorities using established standards, tools and workflows.
What's in it for you?
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
- We’re honoured to be recognized as a 2026 Best Workplaces in Ontario by Great Place to Work® Canada
- 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
*LI-NB1
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.
Salary Range:
65,000/65 000 - 98,000/98 000
Job Category:
Sales - Distribution Support
Posting End Date:
21/11/2026
