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.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. 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.

Director, CSC Wealth Sales And Transition Client Experience 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. Lead and develop managers and their teams to deliver wealth advice at scale and drive client engagement, sales, and retention Establish transparent vision, operating rhythm,



and strategic action plans for your management team Monitor business health using data-driven insights across sales performance, productivity, client experience, and staffing Manage staffing decisions, workloads, succession planning, and budget responsibilities Coach managers to build advisory capability, performance discipline, and leadership strength Drive adoption of new tools, processes, and digital experiences that enhance sales effectiveness 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 ~ Demonstrated success coaching and developing sales managers ~ Deep knowledge of sales funnel management, lead prioritization, conversion, and retention strategies ~ Exceptional business acumen, judgment, influence, and execution discipline ~ 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.

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 The Base Pay range is for the primary location for which the job is posted. 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. 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] 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. Sales - Client Relationship Management Posting End Date

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