Director, CSC Wealth Sales and Transition Client Experience

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. At Sun Life, we're 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, you'll 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 worldwide. In Canada, we're 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 Life's Client Solutions Centre (CSC) is seeking an experienced Director to lead our Wealth Sales team. You'll 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 Life's growth. You'll 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 5–10+ 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 factors. 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 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 thebrightside@sunlife.com. 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. Salary Range: 110,000/110 000 - 180,000/180 000 Job Category: Sales - Client Relationship Management Posting End Date: 18/08/2026

Lead the Wealth Sales team by managing sales managers and consultants to deliver personalized wealth advice and drive client engagement. The role focuses on translating strategy into execution, optimizing client experience, and fostering a high-performing advisory culture.

Requires 5-10+ years of experience leading sales teams in contact-center or digitally enabled environments with a proven track record of delivering measurable results. A business degree and financial services credentials like CFP or CSC are preferred.

• Competitive Compensation • Comprehensive Benefits • Professional Development • Leadership Resources

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Sales Leadership
• Team Management
• Wealth Management Advice
• Client Experience Optimization
• Strategic Planning
• Performance Management
• Sales Funnel Management
• Lead Prioritization
• Change Management
• Analytical Ability
• Coaching
• Business Acumen
• Digital Sales Strategy
• Stakeholder Collaboration
• Retention Strategies
• Budget Management

• Management & Leadership
• Sales
• Finance & Accounting
• Customer Service & Support
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

10+ ans

Postuler avant le

4 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

1 jours par semaine

Niveau d’expérience

Not Applicable