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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. 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
Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform. Reporting to the Head of National Accounts, the Director of National Accounts, will be responsible for the execution of a holistic national account strategy across a variety of channels. The individual will work closely with dealers to drive retail sales within these key account firms and ensure the delivery of a consistent and industry leading national account experience. The incumbent will work closely with their National Accounts counterparts across Sun Life Global Investments, including Retirement, Insurance, Institutional, and Private Wealth to drive sales consistency and identify business and relationship growth opportunities. Create and execute individual business development plans for assigned key accounts.



Collaborate with other National Account teams to share best practices and find new opportunities to drive retail sales. Maximize Mutual Fund, ETFs, SMAs, Private Market, Segregated Fund and Alternatives sales across assigned National Account firms. Create and execute sales development plans and strategies with each assigned Key Account. Collaborate with Wealth Sales leaders to maximize sales effectiveness strategies across all Key Accounts. Liaison with internal product and marketing teams for effective collaboration. Ensure the vision and goals of National Accounts are properly implemented and executed within the guidelines and expectations as defined. Highlight challenges, issues, opportunities, and potential solutions for Key Account firms. Help build out and support best practices across all Key Accounts. Develop, execute, and monitor business development plans with each assigned Key Account. Represent the needs of National Accounts with respect to all key initiatives and business development projects to ensure the delivery of a consistent and industry leading key account experience. Collaborate with various functional business units to ensure delivery of a consistent and industry leading national account experience. Provide input and support on various sales committees on key initiatives and projects. Represent National Accounts on various sales and product committees.



Attend where appropriate dealer conference and training events to represent Sun Life Global Investment Communications/Interface with Sales Team Leaders, National Account peer group and internal strategic business partners. Work closely with sales leaders to drive overall National Accounts strategy and identify growth opportunities and execute a consistent key account experience across retail sales. Implement initiatives that will support the growth of the business and the enhancement of a holistic national account strategy across retail sales. Financial & Budget Planning Work with assigned National Account firms to determine the most effective business development strategies to maximize budget allocations. Manage assigned business development and travel and entertainment budget. Minimum 10 years’ experience in Investment business Sales background in financial services Strong knowledge of National Instrument, sales practice guidelines Strong knowledge of the financial services industry rules and regulations Group presentation skills / robust public speaking skills Strong skills in the area of change management and implementation Excellent business acumen, communication, decision making and personal effectiveness skills Accountable for relationship management of assigned key accounts for FSB, Family office and PIC firms Accountable for building effective sales and business development strategies for all assigned National Accounts Collaboration with colleagues on the National Accounts team and Wealth Sales leadership team. The Base Pay range is for the primary location for which the job is posted. 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. Diversity and inclusion

📌 Cost Account Manager (Toronto)
🏢 Sun Life Financial
📍 Toronto