Director, Institutional Business Development & Client Relationship, Western Canada

SunLife

Western Canada
Base: $110,000 - $180,000; bonus/equity: discretio...
Hybrid
10+ years institutional business development experience
Deep understanding of pension plans and group retirement
Strategic pipeline growth and sales execution
The role involves building deep strategic relationships with investment consultants, group retirement advisors, and plan sponsors across Western Canada

Job Summary

  • The role involves building deep strategic relationships with investment consultants, group retirement advisors, and plan sponsors across Western Canada.
  • Candidates will drive growth by developing annual business plans and executing coverage strategies to strengthen client retention.
  • The position offers the opportunity to shape the future of retirement solutions while working alongside top-tier teams at Sun Life Global Investments.

Matching Summary

The role involves building deep strategic relationships with investment consultants, group retirement advisors, and plan sponsors across Western Canada.

Salary

Base: $110,000 - $180,000; Bonus/Equity: Discretionary incentive plans based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • 10+ years institutional business development experience
  • Deep understanding of pension plans and group retirement
  • Strategic pipeline growth and sales execution

Nice-to-have

  • CFA or ASA designation preferred
  • Experience with Salesforce and eVestment tools
  • Passion for solving client challenges

Key Requirements

  • University degree in business, finance, or related field
  • Licensing as required for specific markets
  • 10+ years proven success in institutional BD

Work Rights

Not specified

Tailored Resume

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