Senior Investment Product Manager

Sun Life

Senior Investment Product Manager providing strategic support for investment products at Sun Life. Leading product insights and regulatory compliance while training sales teams.

Posted 7/27/2026full-timeToronto • 🇨🇦 CanadaSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Investment Product Management, particularly with Mutual Funds and ETFs, while effectively supporting sales teams through strategic communications and training. Proficient in regulatory compliance and competitive analysis to identify sales opportunities.

Highest-signal resume keywords

Investment Product ManagementExpert Knowledge of Mutual FundsExpert Knowledge of ETFsCanadian Securities Course (CSC)Bilingualism (French, English)

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

Expert Knowledge of Fixed IncomeExpert Knowledge of EquitiesStrong Understanding of Economic ConceptsStrong Understanding of Financial Concepts

Tools & Technologies

Morningstar DirectSedar

Certifications & Qualifications

Bachelors Degree in FinanceBachelors Degree in Economics

Industry Keywords

MRFP FilingsSales CollateralCompetitive EnvironmentValue-Added Communications

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

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
Bilingualism (French, English, both oral and written) is required for Quebec only.

Benefits

Comp & perks

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 opportunity 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