Ville : Calgary

Catégorie : Full-time

Industrie : Finance

Employeur : Sun Life Financial

Vous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques – experts dans leur domaine – qui sont impatients de partager leurs connaissances avec vous. Vous aurez des gestionnaires inspirants qui vous aideront à développer votre potentiel et à atteindre de nouveaux sommets. Chaque jour, vous aurez de nouvelles occasions de rendre la vie de nos Clients plus radieuse – ils sont au cœur de tout ce que nous faisons. Découvrez comment vous pouvez faire une différence dans la vie des gens, des familles, des collectivités – ici et partout dans le monde.

Description de poste:

Group Retirement Services is Canada's leading provider of defined contribution retirement savings plans, helping 1.2 million Canadians preparing for, and in retirement. Being an industry leader and helping millions of Canadians with their savings and retirement goals is a profound responsibility. We acknowledge that responsibility with respect, confidence, and passion – and we are looking for a high performing and talented individual to help us remain competitive.

This is a coordinator role contributing to the success of Sun Life Group Retirement Services business plans by supporting and strengthening the business development area through sales and client relationship activities for prospecting, new business and in force. The successful candidate is the first line of shared services support as part of the Sales Enablement & Engagement team. The role of Sales Coordinator is to support a range of sales support and client distribution activities, while adhering to quality standards and turnaround times. They will be responsible for monitoring consistency with respect to all communication, practices, processes and procedures.

While this role is a hybrid role, to support sales opportunities effectively, it does have an in-office working component.

This role reports to the Senior Manager, Sales Support.

What you need to do:

• Support day-to-day sales and client retention administration tasks and ensuring the delivery of work as assigned through work-back schedules, detailed work plans and project schedules

• Prepare standard proposals and shortlist presentations that accurately represent our brand, plain language style and business imperatives clearly balanced with the needs and objectives of the client

• Handle simple requests for information associated with sales and retention-related projects independently; both for existing clients and new business opportunities

• Monitor central team inbox for Salesforce notifications, enter opportunities into project management tool and triage requests to the right lead, or escalations to the senior management

• Prepare, print, and collate custom and template PowerPoint presentations for sales opportunities (new and in force)

• Provide support for sales and client initiatives. Research standard proposal responses in the proposal database, and develop standard PowerPoint presentations in support of sales efforts

• Provide in-person onsite support for in office sales and client events and meetings, including in-person finalist presentation prep

• Process Plan Sponsor Services password resets

• Purchase coordinator and office support to Shared Services and regional offices, processing invoices and purchase orders

• Travel and expense support for sales staff and senior leaders when required

• Participate in external and internal meeting planning and assist the Shared Services team in associated production activities (room booking, food/beverage order, meeting room set up)

• Provide assistance to clients, advisors and consultants by responding to general inquiries when RDBDs are not available (triage and send the request to the assigned back up)

• Complete presentation formatting requests for strategic client presentations, including printing and collating materials as required

What you need to succeed:

• Group pensions knowledge – basic to intermediate Group Retirement Services (GRS) product/ service knowledge.

• Proofreading – ability to proofread, including all French translations

• Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences.

• Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives, deliver against required timelines and troubleshoot solutions when faced with a challenge.

• Excellent communication and interpersonal skills (written and verbal), with superb attention to detail.

• Creative thinker – Ability to understand business needs, often acting quickly and efficiently using strong project and time management skills.

• Adaptability – ability to embrace change and adapt to evolving business priorities.

• Independence and collaboration – ability to work independently and collaboratively within a strong agile team environment.

• Business curiosity – comfort seeking new approaches to solving business problems and challenging the status quo.

• Confidence and strong decision-making skills – ability to confidently share and receive ideas and be an influential team member.

• Advanced knowledge of Microsoft applications (Word, Excel, Outlook, and SharePoint).

• Experience with collaboration tools, content management systems, Salesforce and Adobe Pro is an asset.

• Willingness to work flexible hours, when necessary, to support sales opportunities in Vancouver (PT), Calgary (MT), Winnipeg (CT), Ontario and Quebec (ET) time zones, and work overtime, as needed.

• Bilingual-English/French is a strong asset

What's in it for you?

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• Ongoing learning, training, and coaching as you grow your career

• A friendly, collaborative, and interactive team environment

• We are honoured to be recognized as a 2025 Best Places in Canada by Great Place to Work® Canada

L’échelle du salaire de base est pour l’emplacement principal du poste affiché. Elle peut varier selon l’emplacement du candidat sélectionné et d’autres facteurs. En plus du salaire de base, les employés admissibles de la Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l’employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe. 

Depuis toujours, la diversité et l’inclusion sont au cœur des valeurs de la Sun Life. Nous croyons qu’un effectif diversifié, aux points de vue variés et aux idées créatives, est avantageux pour nos Clients, pour les collectivités où nous exerçons nos activités et pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.

Les personnes handicapées ayant besoin de mesures d’adaptation pour présenter leur candidature et celles qui doivent consulter les offres d’emploi dans un autre format peuvent envoyer leur demande par courriel à l’adresse thebrightside@sunlife.com.

Nous sommes fiers d’être une organisation hybride qui offre aux employés le choix et la flexibilité de travailler au bureau ou à distance, selon les besoins de l’entreprise, ceux des Clients et les vôtres! Nous offrons plusieurs options de travail selon les exigences du poste et les besoins individuels. N’hésitez pas à en discuter pendant le processus de sélection.

Nous pouvons utiliser l'intelligence artificielle pour soutenir la recherche des candidats, la présélection et la planification des entrevues.

Nous remercions toutes les personnes qui auront manifesté leur intérêt pour ce poste. Nous ne communiquerons qu’avec celles retenues pour une entrevue.

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