11 Oct
|
Sirius XM
|
Ontario
Sun Life is seeking an experienced and forward-thinking AVP, Dealer Transformation to lead the evolution of our Retail Wealth Platform and transformation strategy. This executive role will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of our wealth business.
As a key member of the Dealer Leadership Team, you will serve as a business platform owner, partnering across Distribution, Operations, Technology, Compliance, Risk, and Product teams to deliver meaningful business outcomes and position Sun Life for the future of wealth management.
What Will you do? Develop and execute the Retail Wealth Platform strategy and transformation roadmap.
Lead enterprise-wide initiatives that modernize advisor and client experiences.
Drive digital, data, automation, and AI-enabled capabilities across the dealer.
Identify and implement opportunities to simplify processes, improve scalability, and increase operational efficiency.
Partner with business leaders to build capabilities that support advisor growth and business expansion.
Provide strategic leadership on technology modernization and platform evolution.
Translate regulatory and industry changes into practical business solutions.
Influence and align senior stakeholders to successfully deliver complex transformation initiatives.
What do you need to succeed? Senior leadership experience in wealth management, financial services, consulting, or business transformation.
Strong understanding of the Canadian wealth management and advisor ecosystem.
Proven track record leading large-scale business transformation initiatives.
Experience developing strategic roadmaps and delivering measurable business outcomes.
Expertise in digital transformation, automation, data, AI, and platform modernization.
Solid business and financial acumen with experience building business cases and assessing investment opportunities.
Knowledge of Canadian securities regulations and dealer operations.
Exceptional executive communication, influence, and stakeholder management skills.
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the incumbent will be responsible for creating and delivering training to employees and/or English and French-speaking clients across Canada or worldwide.
Why Join Sun Life? This is a unique opportunity to lead one of the most significant transformation mandates within Sun Life Wealth, helping shape the future advisor and client experience while driving growth, innovation, and operational excellence across the business.
If you're a strategic transformation leader who thrives on building the future, we'd love to hear from you.
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📌 District Manager, Northern Ontario and Manitoba (hybrid)
🏢 Sirius XM
📍 Ontario