Director, Mass Markets

The Director, Mass Markets is a senior individual contributor responsible for designing the national strategy and future-state service model for mass market advisor support across Insurance and Guaranteed Wealth. This role brings together business strategy, advisor experience, digital enablement and operational expertise to create a coordinated, scalable experience for low-touch and no-touch business from case submission through inforce servicing. Working across Sales, Delivery, Relationship Management, Operations, Product, Digital, Technology, Risk, Compliance and the Contact Centre, the Director will build alignment on service pathways, accountabilities, hand-offs and measures of success.

This is an opportunity to shape a high-impact transformation, influence enterprise partners and deliver practical recommendations that improve advisor experience, enable growth and reduce avoidable demand.

• Lead the design of the national Mass Markets advisor support strategy and future-state service model across Insurance and Guaranteed Wealth.
• Create an integrated target operating model across the advisor journey, with clear service standards, channel strategies, ownership, hand-offs, escalation paths and success measures.
• Use advisor feedback, demand patterns, service data and operational insights to identify gaps, simplify processes, improve first-contact resolution and develop decision-ready recommendations and business cases.
• Advance digital-first support through self-service, automation, proactive communications and intelligent routing, while preserving human support when value, complexity or risk warrants intervention.
• Influence cross-functional partners and senior leaders to align priorities, establish governance, manage risk and transition approved model components to the functions best positioned to own and sustain them.
• Establish governance, performance measures and escalation frameworks that support operational readiness, manage risk and ensure the future-state model delivers measurable business and advisor outcomes.

• 10 years of relevant, progressively senior experience in financial services, insurance, wealth, operations, distribution support, relationship management or a related field.
• Proven experience leading complex, cross-functional service model design, operating model development or transformation initiatives in a customer-centric environment.
• Strong knowledge of Insurance and Guaranteed Wealth products, distribution models, advisor servicing ecosystems and operational processes.
• Demonstrated ability to use data and operational insights, influence without authority, build stakeholder alignment and translate strategy into actionable roadmaps, recommendations and measurable outcomes.

• Post-secondary degree in business or a related discipline, or equivalent relevant experience; an advanced degree is an asset.
• Experience developing future-state strategies and transitioning approved designs to accountable business owners.
• Strong understanding of independent advisors, national accounts and distribution back-office partners.
• Experience leading digital adoption, continuous improvement, automation or organizational change.
• Excellent executive communication, negotiation and relationship-building skills, with sound judgment in managing ambiguity, competing priorities and high-impact issues.
• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where…