Job Description:Sun Life Securities Canada Inc. (SLCSI) is enhancing its wealth management platform to support full-service dealer capabilities. We are seeking for individual with strong product knowledge and experience within IIROC/CIRO dealer environments.
Reporting to the Director, Product Strategy & Management, this role supports the operation and continued implementation of SLCSI's Elevate Managed Account Program, as well as the ongoing management and governance of SLCSI's investment product shelf.
The role supports day-to-day SMA and UMA activities, maintains product and model portfolio data accuracy, enables advisor capabilities, and assists with daily suitability and investment product oversight processes. Responsibilities also include supporting product onboarding, shelf eligibility reviews, product due diligence, product data maintenance, and ongoing monitoring of investment products available through SLCSI. The successful candidate will work closely with external service providers, Tier 1 and Tier 2 support teams, advisors, compliance, operations, and other internal stakeholders.
What will you do?- Support the Director, Product Strategy and Management with the ongoing development and enhancement, and day-to-day operations of the Managed Platform (SMA/UMA)
- Support daily SMA/UMA platform activities, including model onboarding, implementation tasks, and coordination with internal/external partners.
- Ensure accurate product data, investment objectives, risk ratings for all model holdings.
- Assist in operationalizing new product capabilities and enhancements.
- Support the governance and management of the dealer's product shelf:
- Manage day-to-day product shelf activities, including tagging of securities for fee billing purposes and maintaining product accuracy.
- Support the development of product policies and materials required for governance committees.
- Support the due diligence review of firms and individual products for approval on to the product shelf
- Prepare and maintain firm-level reporting for product approval and oversight committees.
- Provide advisor support and enablement across the product shelf and SMA/UMA platform.
- Interface with advisors on investment selection, portfolio construction, SMA.UMA capabilities, and product-related inquires.
- Support advisor education, and training, including participating in platform pitches and preparing product materials.
- Onboard new advisor facing capabilities such as research tools, investment tools, fund managers, and platform enhancement.
What do you need to succeed?- University degree or college diploma in finance, business, economics, commerce, or a related discipline, or an equivalent combination of education and relevant experience.
- Three or more years of experience in wealth management, investment products, dealer operations, or a related financial services role, ideally within a CIRO-regulated investment dealer.
- Strong knowledge of investment products, including mutual funds, ETFs, equities, fixed income, managed accounts, and model portfolio solutions.
- Familiarity with product shelf management, product due diligence, suitability requirements, and investment dealer operations.
- Experience with separately managed accounts, unified managed accounts, model portfolios, or investment platform operations is considered an asset.
- Strong analytical and problem-solving skills, with close attention to data quality, accuracy, and detail.
- Ability to collaborate effectively with Legal, Compliance, Operations, Technology, advisors, Portfolio Managers, and external partners.
- Excellent relationship-building, written communication, and presentation skills, including experience supporting or presenting to advisors.
- Proficiency with Microsoft Excel, PowerPoint, Word, and investment research, reporting, or portfolio management platforms, with the ability to learn evolving technologies.
- A curious and adaptable mindset, with the ability to manage multiple priorities in a fast-paced environment; CFA, CIM, or progress toward a relevant designation and English-French bilingualism are considered assets.
What's in it for you?- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- An environment of continuous learning, development, and improvement.
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
- We are proud to be on the 2026 Best Workplaces in Canada list by Great Place to Work.
- 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.
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.
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.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:85,000/85 000 - 128,000/128 000
Job Category:Sales - Distribution Support
Posting End Date:25/11/2026
