Director, Institutional Business Development & Client Relationship, Western Canada

Sun Life

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
Proven track record in sales pipeline growth and closure
This role involves building deep, strategic relationships with investment consultants, group retirement advisors, and plan sponsors across Western Canada

Job Summary

  • This role involves building deep, strategic relationships with investment consultants, group retirement advisors, and plan sponsors across Western Canada.
  • The successful candidate will drive growth by developing annual business plans and executing coverage strategies to strengthen client retention.
  • Sun Life Global Investments offers a culture built on working smarter and embracing fresh perspectives to drive meaningful outcomes for clients.

Matching Summary

This 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
  • Proven track record in sales pipeline growth and closure

Nice-to-have

  • Strong presentation and influencing skills
  • Strategic mindset with passion for solving client challenges
  • Experience with Salesforce and eVestment tools

Key Requirements

  • University degree in business or finance
  • CFA and/or ASA designation preferred
  • Required licensing for specific markets

Work Rights

Not specified

Tailored Resume

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