Canada Life

Associate Manager, Wealth Product Support

Canada Life

full-time

Posted on:

Location Type: Office

Location: Toronto • Canada

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Salary

💰 CA$80,400 - CA$130,400 per year

About the role

  • Develop market insights around customer needs and trends through interactions with a variety of distribution teams and industry stakeholders
  • Drive communication around research/analysis/insights to assist and enhance business development initiatives, management decision making, and strategic planning
  • Develop marketing collateral content around fund positioning (ex. bought/owned/earned media (PR, presentations, online), etc)
  • Lead product (institutional + retail) positioning by conducting market evaluations + driving business cases (ex. competitive + customer segmentation analyses, market scans + opportunity assessments, new product opportunities, etc) to expand client base
  • Partner with stakeholders (product management, sales, marketing, etc) to communicate consistent product positioning and messaging
  • Proactively develop insights and perspectives key for product training + support
  • Consistently evolve strategic direction in line with industry-specific client and stakeholder needs (ex. ETFs, Privates, Decumulation, Solutions, etc.)

Requirements

  • 5+ years of Wealth or Investment product experience ideally in product management or analytics
  • Demonstrated expertise in investment funds and the regulatory environment in which they operate
  • Strong understanding of product performance indicators
  • Demonstrated experience with market evaluations, financial analysis, business case development, product pricing + design, and planning
  • Strong product, planning, and project management skills - self-motivated and results oriented individual with strong leadership, decision-making, analytical and problem-solving skills
  • Proven ability to leverage insights to determine customer and industry needs, trends, and potential areas of improvement
  • High degree of financial, analytic and problem-solving skills
  • University degree in a related field. CFA, CIM, CAIA are assets
  • Strong proficiency with the MS Office suite, particularly Excel.
  • Experience with industry-related applications particularly Morningstar Direct and eVestment are an asset
Benefits
  • Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
  • Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
  • In addition to regular vacation and personal days, we support community involvement with a volunteer day.
  • Company-matching pension plan, share ownership program and additional investment options.
  • Employee recognition programs, service milestone celebrations, employee discounts and more!
  • We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Applicant Tracking System Keywords

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

Hard Skills & Tools
market evaluationsfinancial analysisbusiness case developmentproduct pricingproduct designplanninginvestment fundsproduct performance indicatorsanalyticscustomer segmentation
Soft Skills
leadershipdecision-makinganalytical skillsproblem-solvingself-motivatedresults orientedcommunicationstrategic planninginsight developmentstakeholder management
Certifications
CFACIMCAIA