Director, Institutional Business Development & Client Relationship, Western

Director, Institutional Business Development & Client Relationship, Western Canada
Join to apply for the  Director, Institutional Business Development & Client Relationship, Western Canada  role at  Sun Life .

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Sun Life Global Investments (SLGI) is one of the fastest‑growing institutional and retail managers in Canada, with more than $60B in assets under management. SLGI focuses on developing innovative solutions that help clients manage risk and achieve financial security. We are looking for a dynamic, business‑development and client‑focused leader to champion our brand and solutions across Western Canada.

What You’ll Do
Strategic Growth & Relationship Leadership

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 (GRS Client Relations, Business Development and Investment Solutions Teams, and SLC Management).

Market Engagement & Thought Leadership

Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.

Deliver compelling presentations at pension and investment committee meetings, showcasing the value of SLGI’s solutions—including Sun Life Delegated DC offering.

Collaborate with fellow regional Directors to achieve national sales goals.

Client Experience Excellence

Serve as a trusted advisor to our largest plan sponsors—ensuring proactive engagement and annual touchpoints.

Respond swiftly to RFPs, information requests, and ad‑hoc inquiries with support from our Client & Sales Support team.

Lead quarterly training sessions for Financial Services Consultants of the Sun Life Client Solution Center to keep our internal teams aligned and informed.

What You Bring

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.

Bilingual (French & English) – essential for engaging with clients and partners across Eastern Canada.

Your Background

University degree in business, finance, or a related field.

CFA and/or ASA designation is a strong asset.

Licensing as required for specific markets.

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. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion are at the core of our values. 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

We are a hybrid organization offering employees the choice to work from both the office and virtually based on business needs. Various work options can be discussed during the selection process.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Thank you for your interest. Only those selected for an interview will be contacted.

Salary Range:  110,000 – 180,000

Job Category:  Sales – Client Relationship Management

Posting End Date:  05/01/2026

Seniority level:
Not Applicable.

Employment type:

Full‑time.

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