Director, CSC Wealth Sales and Transition Client Experience

Job Description

Director, CSC Wealth Sales and Transition Client Experience

Location:

Montreal or Toronto | Flexible Work Arrangement

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.

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.

• 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

• 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

• 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
• 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.

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…