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 energetic 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
- 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

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 [email protected].

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.

Compensation

Salary Range: 110,000/110 000 – 180,000/180 000

Job Category: Sales – Client Relationship Management

Posting End Date: 18/08/2026

Company Culture

Shine together. At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter. We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant.

There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn.

At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.

Join us. Together, we can make the future brighter.

Join a top employer for a brand-new future.

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📌 Director, CSC Wealth Sales and Transition Client Experience (Toronto)
🏢 Sun Life Financial
📍 Toronto