Job Description: About the role: As Senior Investment Product Manager, you'll help support our sales team with clear product insights, timely answers, and useful communications that position our investment solutions effectively. You'll also lead key regulatory commentary, deliver product training, maintain sales materials with marketing, and monitor the competitive landscape to help identify new opportunities. Primary goal is to facilitate the commercial success of SLGI's mutual fund and ETF shelf through strategic positioning of our products.
What will you do? Provides strategic product support to the sales team by responding to detailed inquiries and delivering weekly value-added communications that help position our products effectively against competitors.
Leads the completion of key regulatory commentary deliverables, including MRFP filings.
Delivers ongoing product presentations and training to the sales team, helping strengthen product knowledge and understanding of key financial concepts, including fixed income mutual funds / ETFs, equity mutual fund /ETFs.
Send out value-added sales e-mails on a weekly basis. Positioning products vs competitors.
Answer all inquiries from our sales team and other stakeholders.
Complete MRFP on semi-annual basis to ensure all regulatory commitments are met.
Update and maintain all marketing and sales collateral in collaboration with our marketing team.
Ongoing evaluation of competitive environment to identify new sales opportunities.
What do you need to succeed? 5 - 10 years of experience with Investment Product Management (Mutual Funds and ETFs) or a similar role
Bachelors degree in Finance, Economics or related
Canadian Securities Course (CSC)
Expert knowledge of mutual funds
Expert knowledge of ETFs
Expert knowledge of fixed income
Expert knowledge of equities
High level of proficiency using Morningstar Direct and other industry resources (e.g. Sedar, financial reports, etc.)




Strong understanding of economic and financial concepts
The role requires strong knowledge of the English language. Majority of our sub-advisors operate out of the United States and Ontario. Additionally, majority of our sales force works in English.
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.
Preferred Skills: CFA or CIM preferred
What's in it for you? Hybrid work environment - Currently 2 days a week in-office
A friendly, collaborative, and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The prospect to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health - mental, physical and financial
Recent Awards: We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work Canada
Great Place to Work list for Best Workplaces for #HybridWork 2022
Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
Named " Best Places to Work " by Glassdoor, 2021 and 2023
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.
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📌 Senior, Investment Product Manager (Ontario)
🏢 SunLife
📍 Ontario