Director, CSC Wealth Sales and Transition Client Experience

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.

When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.

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

Job Description:

Director CSC Wealth Sales and Transition Client Experience

Location: Montreal or Toronto Flexible Work Arrangement

About Sun Life

Sun Life is a leading international financial services organization providing insurance wealth and asset management solutions to millions of clients Canada were committed to helping plan members make confident wealth decisions at important life moments through innovative advice-driven solutions.

The Opportunity

Are you a dynamic sales leader with a passion for building high-performing teams Sun Lifes Client Solutions Centre (CSC) is seeking an experienced Director to lead our Wealth Sales team. Youll manage 4 Sales Managers and guide a team of 30-40 Financial Services Consultants in delivering personalized wealth advice to plan members across Canada.

This is a strategic leadership role where your ability to translate strategy into disciplined execution develop exceptional leaders and enhance client experience directly impacts Sun Lifes growth. Youll work in a digitally enabled environment that values both human expertise and technology-driven insights.

Key Responsibilities

• Lead and develop managers and their teams to deliver wealth advice at scale and drive client engagement sales and retention

• Establish clear vision operating rhythm and strategic action plans for your management team

• Build an engaged inclusive and high-performing culture that attracts and retains top advisory talent

• Monitor business health using data-driven insights across sales performance productivity client experience and staffing

• Manage staffing decisions workloads succession planning and budget responsibilities

• Partner across functions to optimize client experience and drive channel effectiveness

• Coach managers to build advisory capability performance discipline and leadership strength

• Drive adoption of new tools processes and digital experiences that enhance sales effectiveness

• Collaborate with peers and cross-functional teams to advance strategic objectives

What You Bring

• 510 years leading sales teams in telephone contact-centre or digitally enabled sales environments

• Proven ability to deliver measurable results in client engagement sales retention productivity and quality

• Experience building engaged inclusive and accountable cultures in remote/hybrid environments

• Strong analytical communication and presentation abilities

• Demonstrated success coaching and developing sales managers

• Deep knowledge of sales funnel management lead prioritization conversion and retention strategies

• Understanding of wealth accumulation and advice-based solutions

• Exceptional business acumen judgment influence and execution discipline

• Experience leading change and driving organizational adoption of new processes and tools

Preferred Qualifications

• Undergraduate Business degree or college diploma

• Financial services credentials (CSC CFP IFIC or equivalent)

• Experience with Salesforce lead management platforms or sales performance analytics

• Familiarity with omni-channel client journeys marketing campaigns and digital optimization

As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

What Makes This Role Special

• Work with a talented team passionate about delivering meaningful wealth advice

• Influence the evolution of advice delivery across a major Canadian financial services organization

• Flexible work arrangement with office presence at least weekly (based in Montreal or Toronto with occasional travel to the other site)

• Opportunity to shape business strategy and drive continuous improvement

• Access to professional development and leadership resources

• Competitive compensation and comprehensive benefits

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other 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 have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. 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 proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you.

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

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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