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The Director, Client Experience and Operations leads the Financial Solutions Centre (FSC), a dynamic growth business within Client Advisory Services that delivers advice and service through a virtual model. The role is accountable for the overall client experience, business performance, operational effectiveness, regulatory compliance, and talent strategy of the FSC. Working through a team of leaders, the Director drives sales growth, enhances client outcomes, and ensures the delivery of exceptional advice and service while supporting the organization's long-term growth objectives.

As a strategic leader, the Director oversees both client-facing and operational teams, develops business plans, and partners across the organization to drive continuous improvement, innovation, and scalable growth. The role serves as a key liaison with internal business partners and operational teams to ensure efficient execution and alignment to strategic priorities.

What You Will Do
Lead the overall strategy, performance, and operations of the Financial Solutions Centre, ensuring achievement of sales, service, financial, and compliance objectives
Coach, develop, and support people leaders responsible for client experience, sales support, and operations teams, fostering a high-performance and client-centric culture
Develop and execute business plans that align with organizational goals and support continued growth of the virtual advice business
Oversee operational infrastructure, including budgeting, forecasting, technology implementation, quality assurance, compliance, and customer satisfaction initiatives
Drive continuous improvement by identifying opportunities to enhance processes, client experiences, and operational efficiency
Partner with business leaders across Dealer Operations, Wealth Delivery, Canada Operations, Finance, and Client Advisory Services to support strategic initiatives and business outcomes
Establish performance standards and accountability measures that promote exceptional client service, advice quality, and business growth
Lead the resolution of complex client, operational,



and regulatory issues while ensuring adherence to corporate policies and industry requirements.

What You Will Bring
Proven leadership experience in wealth management, financial services, sales operations, client service, or a related business environment
Industry licensing or certifications, such as IFIC, CSC, or LLQP, are considered an asset
University degree in Business or a related discipline.
Strong business acumen with demonstrated success managing sales, operational performance, budgets, and strategic initiatives
Exceptional ability to build partnerships and influence stakeholders across multiple business functions
Experience leading and developing leaders and large teams within a fast-paced, client-focused environment
Strong strategic thinking, problem-solving, and decision-making capabilities, with the ability to navigate complexity and drive results
Excellent communication and relationship management skills, with the ability to engage effectively at all levels of the organization
Knowledge of investment, insurance, retirement, and wealth management products and associated regulatory requirements is considered an asset

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The base salary for this position is between $114,200 - $164,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life
We’reunited by a shared purpose:



to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part time permanent team member:

Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis onCommunity :We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted .

#LI-Hybrid

Requisition ID: 7014

Category: Sales and Business Development

Location:
London, ON, CA Toronto, ON, CA Montreal, Quebec, CA Winnipeg, MB, CA

Date: Sep 14, 2026

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📌 Director, Client Experience & Growth (Ontario)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Ontario