You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have current and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. 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. Job Description: There are many reasons why we’ve become one of the fastest-growing institutional and retail managers in Canada - and the strength of our parent company is just one of them. Our culture is built on working smarter, solving problems together, and embracing fresh perspectives to drive meaningful outcomes. We see possibility in every challenge and work together to drive real, lasting impact. Now with over 15 years experience as an asset manager and over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments (SLGI) businesses, we continue to focus on developing innovative solutions that help Clients manage risk and achieve financial security. With big goals ahead, we’re looking for bold, driven professionals to help shape what’s next. You’re looking for a career with purpose. We’re here to help you thrive. Build your future with us -and invest in a career that invests in you. Role overview

As Director, Institutional Consultant Relations at Sun Life Global Investments, you’ll play a key role in advancing our client-focused strategy by building trusted relationships with leading consulting firms and large advisory organizations. Through strong investment expertise and clear positioning of SLGI’s products and solutions, you’ll help strengthen endorsements, improve product ratings, and create new opportunities for growth. This position is preferably based in either Toronto or Montreal. What will you do

Consultant Engagement & Relationship Management

Strategic engagement: develop and execute an annual plan to strengthen consultant endorsements and product ratings. Comprehensive coverage model: implement coverage strategies that keep SLGI’s investment solutions top of mind with manager research teams and advisory firms. Proactive product communication: keep partners informed of current products, solutions, and enhancements,



including Sun Life’s Delegated DC and SLC DB offerings. Responsive relationship management: Address partner information needs promptly and collaborate with Sales Support to strengthen investment content. Investment Due Diligence & Content Excellence

Investment due diligence leadership: lead SLGI’s due diligence initiatives in collaboration with Portfolio Management, Responsible Investment, Product, Marketing, Institutional Business, and Finance. Database excellence: proactively help maintain accurate, timely content and coordinate required risk and governance reviews. Content oversight: review quarterly fund and solution commentaries to ensure clear, client-friendly insights. Thought leadership contribution: partner across teams to review and strengthen research and insights for SLGI’s Thought Leadership Program. Market Strategy & Business Growth

Proactive internal collaboration: partner with Business Development and Client Relationship teams to share insights, provide technical support, and advance asset growth and retention. Competitive analysis and market strategy: contribute to the assessment of SLGI’s competitive positioning and support cross-functional go-to-market strategies. What do you need to succeed

15+ years of experience driving institutional business development and managing senior client relationships. Strong knowledge of investment products, pension plans, and the group retirement market. Executive presence and credibility, with the ability to earn trust with senior internal and external stakeholders. Proven ability to build relationships, manage stakeholders, and navigate complex organizations. Collaborative leadership style, with the influence to drive alignment and outcomes without direct authority. Excellent communication, presentation, and influencing skills. Strategic, client-focused mindset with a track record of solving challenges and delivering results. Proficiency with Salesforce, eVestment, and related business-development tools. Your Background

University degree in business, finance, or a related field. CFA and/or ASA designation is a strong asset. Licensing as required for specific markets. Why Sun Life Global Investments?

A strategic, high-impact opportunity This role goes beyond traditional consultant relations, offering the chance to influence industry conversations, enhance SLGI’s market profile, and support innovative investment solutions in collaboration with teams across SLGI,



Sun Life Group Retirement Services (GRS), and SLC Management. What you’ll help advance

Build and deepen lasting consultant and partner relationships. Advance strategic priorities that strengthen SLGI’s position in the market. Contribute to SLGI’s continued growth and long-term success. 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. 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: 110,000/110 000 - 180,000/180 000 Posting End Date: 02/09/2026 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. 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 [email protected]. Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers.

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📌 Director, Institutional Consultant Relations — Sun Life Global Investments (Winnipeg)
🏢 Sun Life Financial
📍 Winnipeg