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Sun Life

Director, Institutional Business Development & Client Relationship

Sun Life

Director leading business development and client relations at Sun Life across Western Canada. Responsible for building strategic relationships and driving growth in institutional investments.

Posted 6/18/2026full-timeVancouver • 🇨🇦 CanadaLead💰 CA$110,000 - CA$180,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
business developmentclient relationship managementinvestment productspension plansgroup retirement landscapestrategic communicationspresentation skills
Soft Skills
communicationinfluencingstrategic mindsetproblem-solvingclient-focused
Tools & Technologies
SalesforceeVestment
Certifications & Qualifications
CFAASA
Industry Keywords
pipeline growthclient retentioninvestment consultantsplan sponsorscoverage strategy

About the role

Key responsibilities & impact
  • Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.
  • Build and manage a coverage strategy for investment consultants and group plan advisors.
  • Identify and pursue new opportunities with plan sponsors, in partnership with internal teams.
  • Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
  • Deliver compelling presentations at pension and investment committee meetings.
  • Serve as a trusted advisor to our largest plan sponsors.

Requirements

What you’ll need
  • 10+ years of proven success in institutional business development and client relationship management
  • Deep understanding of investment products, pension plans, and the group retirement landscape
  • Exceptional communication, influencing, and presentation skills
  • Strategic mindset with a passion for solving client challenges and driving results
  • Proficiency in tools like Salesforce and eVestment
  • University degree in business, finance, or a related field
  • CFA and/or ASA designation is a strong asset
  • Licensing as required for specific markets

Benefits

Comp & perks
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Sales incentive plans