Jobs in Canada

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Added 13 mins ago
SC
Service Navigation Coordinator (Full-Time)
Spinal Cord Injury Ontario
Toronto, ON
- Full-time
As part of a dynamic provincial organization, the Service Navigation Coordinator provides coordination of services, active support, resources, and education. The position focuses on client…
Added 43 mins ago
NB
OTC Regulatory Project Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor OTC Regulatory Project in the Capital Operations (CMO) team at National Bank means acting as a specialist in regulatory reporting for over-the-counter (OTC)…
Added 1 hour ago
RD
Administrative Assistant
RBC Dominion Securities
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Pickering, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RD
Director, Parallel by RBC
RBC Dominion Securities
Toronto, ON
- Full-time
Expand awareness through presentations, advisor engagement and tailored client discussions that translate Parallel’s value proposition into commercial traction
Added 2 hours ago
RB
Banking Advisor Intern
Royal Bank of Canada
Amherstburg, ON
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 2 hours ago
RB
Financial Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 hours ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
…Account Manager (CAM) Intern or an Associate / Commercial Banking Advisor (CBA) / Client Engagement Advisor (CEA), this could be the next great job for you at RBC/RBCx. In particular, if…
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
MB · STONEWALL, Manitoba
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 2 hours ago
RB
Client Advisor Kitchener/Waterloo
Royal Bank of Canada
Kitchener, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 2 hours ago
RB
Financial Planner, Investment Retirement Planning
Royal Bank of Canada
Vancouver, BC
- Full-time
…activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to…
Added 2 hours ago
RB
Branch Manager Advisor
Royal Bank of Canada
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 2 hours ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Saskatoon, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Pincher Creek, AB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Temiskaming Shores, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON · Kirkland Lake, ON · West Nipissing, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Global Mobility Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC offers an exciting role as a Global Mobility Advisor. In this role you will organize all human resources aspects of the organization's global mobility procedures and policies. Apply…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 3 hours ago
RB
Banking Advisor
Royal Bank of Canada
Pincher Creek, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Director, Parallel by RBC
Royal Bank of Canada
Toronto, ON
- Full-time
Expand awareness through presentations, advisor engagement and tailored client discussions that translate Parallel’s value proposition into commercial traction
Added 3 hours ago
RB
Client Care Advisor, Private Banking
Royal Bank of Canada
Richmond Hill, ON
- Full-time
As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience at our Vancouver Private Banking Office. You…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Snow Lake, MB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

Sun Life

Senior Manager, Institutional Sales Enablement

Toronto, ON, Canada

Full-time

Apply on LinkedIn About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

Original job description

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 new 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:

Sun Life Global Investments - where ambition meets opportunity!

There are many reasons why we’ve become one of the fastest-growing retail and institutional asset 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 possibilities in every challenge and work together to drive real, lasting impact. Now in our 15th year as an asset manager and with over $40B in assets under management across institutional and retail markets, 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.

The Senior Manager, Institutional Sales Enablement owns the strategy, standards, governance, tooling, playbooks, workflows, and adoption model that enable consistent execution by the Institutional Sales team. This role is accountable for designing, maintaining, and continuously improving the institutional sales enablement operating model, including toolkit governance, workflow standards, platform adoption, sales activation frameworks, reporting definitions, process documentation, and the process optimization roadmap.

Reporting to the Director, Institutional Sales Enablement, this role acts as a key connector across Institutional Sales, Marketing, Product, Portfolio Management, Operations, Compliance, and Innovation to improve sales effectiveness, strengthen client and prospect engagement, and enhance process consistency. The role governs sales activation frameworks, partners with Marketing on institutional campaigns and core collateral, leverages technology to improve sales workflows, and equips the business to support plan sponsors, group advisors, consultants, and other institutional investment audiences more consistently and effectively.

Key Responsibilities

Sales Enablement Strategy, Standards & Operating Model

Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines aligned with institutional business priorities, sales priorities, and client engagement goals
Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines that improve consistency, efficiency, and effectiveness across Institutional Business Development and Client Relationship activities
Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product for institutional products, market updates, campaigns, and strategic initiatives
Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency to identify gaps and priorities for continuous improvement

Collateral Governance, Toolkit & Sales Activation

Partner with Marketing to develop and govern core institutional collateral, campaign materials, market updates, messaging architecture, toolkit standards, and version control
Provide Institutional Sales feedback to Marketing and Product to ensure materials are accurate, relevant, timely, and aligned with client, consultant, advisor, and plan sponsor needs
Own the sales enablement toolkit, including onboarding materials, training resources, playbooks, scripts, pitch support, and standard collateral
Standardize content governance routines and distribution processes for institutional sales materials, product updates, and client communications to improve operational discipline, consistency, and version control

Platform Governance, Workflow Design & Process Optimization

Own the workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines for enablement-related activity
Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations across the institutional sales team
Own RFP response platform governance, content library standards, workflow design, SME engagement model, and continuous improvement roadmap
Identify, test, govern, and scale responsible AI-enabled solutions that enhance workflows, content development, reporting, and client-facing execution

Data Standards, Reporting Definitions & Cross-Functional Governance

Establish and maintain institutional data standards, reporting definitions, quality expectations, and governance routines for business development, consultant relations, and client reporting needs
Develop and maintain recurring process documentation, business routines, and enablement reporting standards that support consistent execution
Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to ensure enablement activities meet regulatory, brand, governance, and operational requirements
Act as a cross-functional connector to align priorities, clarify decision rights, and improve accountability across institutional sales enablement activities

This role is accountable for designing, governing, enabling, and measuring the institutional sales enablement operating model. Day-to-day request fulfilment, client/prospect customization, presentation assembly, live RFP coordination, report production, and service delivery are owned by Institutional Sales Support.

Qualifications

Bachelor’s degree in business, marketing, finance, or a related field
5–7+ years of experience in sales enablement, institutional sales, marketing, business operations, platform governance, or related roles within financial services, asset management, or the institutional market
Strong understanding of institutional investment products, Canadian pension and retirement markets, and the needs of plan sponsors, consultants, group advisors, and institutional clients
Proficiency with sales enablement, CRM, workflow, RFP, and collaboration platforms, with experience supporting platform adoption, governance routines, reporting standards, and process improvement
Practical understanding of responsible AI applications that can improve sales workflows, content development, reporting, process consistency, and client engagement
Excellent project management, analytical, problem-solving, communication, and stakeholder-management skills
Proven ability to influence cross-functional partners, manage competing priorities, clarify decision rights, and drive adoption, governance, and process consistency in a fast-paced, matrixed environment
Strong commercial orientation and client focus, with demonstrated ability to build credibility with internal partners and understand the needs of institutional clients, consultants, group advisors, and plan sponsors

Assets

Experience with institutional investment databases, sales enablement platforms, CRM systems, workflow tools, RFP platforms, or similar institutional data and technology environments
Knowledge of Canadian pension industry fundamentals, retirement plan governance, consultant relations, and institutional investor decision-making processes
Certified Investment Manager designation, CFA designation or enrollment, or equivalent investment industry credential
Project management certification or demonstrated experience designing scalable workflows, governance routines, and cross-functional operating practices
Experience working in a matrixed, shared-services, or cross-functional enablement model with accountability for standards, adoption, governance, or process consistency

Success in This Role Looks Like

Institutional sales teams consistently use accurate, current, and governed enablement materials, playbooks, templates, and toolkits
RFP, proposal, and questionnaire workflows operate against clear platform governance, content standards, SME engagement routines, and continuous improvement practices
CRM data standards, dashboard definitions, reporting routines, and adoption practices improve data quality, reporting discipline, and business visibility
Sales activation frameworks, campaign enablement plans, and core collateral governance are better coordinated across Marketing, Product, and Institutional Sales
Cross-functional enablement initiatives have clearer decision rights, stronger governance routines, improved adoption, and more consistent execution across teams

This role offers an exciting opportunity to help advance the growth and effectiveness of Sun Life Global Investments’ institutional business by bringing structure, governance, insight, and scalable enablement practices to sales activation, client and prospect engagement, and cross-functional execution. The ideal candidate is a commercially minded enablement professional who combines strong institutional market knowledge with practical technology fluency, strong organizational discipline, and the ability to translate business priorities into clear standards, effective workflows, governed tools, and consistent adoption across teams.

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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 thebrightside@sunlife.com.

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.

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

18/10/2026

Apply on LinkedIn About employer

More about this job

Responsibilities

Own and continuously improve the institutional sales enablement operating model, including standards, playbooks, workflows, platforms, reporting, data governance, and adoption. Coordinate with Sales, Marketing, Product, Compliance, Operations, and other partners to strengthen sales activation, client engagement, process consistency, and responsible use of technology.

Requirements

Requires a bachelor’s degree in business, marketing, finance, or a related field and 5–7+ years of relevant experience, preferably in financial services, asset management, or institutional markets. Candidates should understand institutional investment products and Canadian pension markets, be proficient with sales enablement, CRM, workflow, and RFP platforms, and demonstrate strong project, analytical, communication, and stakeholder-management skills.

Skills

Sales Enablement Strategy
Institutional Sales
Sales Activation
Collateral Governance
CRM Governance
Workflow Design
RFP Platform Governance
Data Standards
Reporting
Process Optimization
Project Management
Stakeholder Management
Cross-Functional Collaboration
Responsible AI Applications
Institutional Investment Products
Canadian Pension Markets

Visa sponsorship

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Keywords

Institutional Sales
Sales Enablement
Asset Management
Institutional Investments
Canadian Pension Markets
Retirement Markets
Plan Sponsors
Consultant Relations
Group Advisors
Sales Activation Framework
Sales Playbooks
Collateral Governance
Campaign Enablement
CRM
Workflow Management
RFP Platforms
Content Libraries
Data Standards
Reporting Definitions
Dashboard Logic
Data Quality
Responsible AI
Process Optimization
Platform Adoption
Cross-Functional Governance
Regulatory Compliance
Project Management
CFA
Certified Investment Manager

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Work requirements

Jobs in Canada