Job Description: Role Summary Reporting to the Vice-President, Experience, Planning and Transformation, CXO, the AVP, CXO Strategy & Transformation will help drive the development and stewardship of an integrated CXO vision and Client platform strategy and execution within CXO and across SL Canada.

This role will act as a senior strategic integrator across the CXO mandate—bringing together strategy, transformation, performance reporting, analytics, to tell a cohesive story.

The successful candidate will help build insights discipline, and change capability required to simplify how CXO works, sharpen decision-making, and ensure investments are clearly linked to client, advisor, sponsor, business, risk, and financial outcomes.

The role requires a strong mix of strategic thinking, business management, financial and analytical acumen, executive-level communication and pragmatic execution.

The candidate will be expected to work closely with CXO leadership, Canadian business partners, Finance, Technology, and Global partners, and senior stakeholders to develop a cohesive CXO-wide narrative, strengthen performance management, programmatically manage spend and priorities, and ensure the function is operating with appropriate risk, auditability, and governance standards.

This is a high-impact role for a proven strategy and transformation leader who can connect the dots across complex domains, turn data into insight, create structure from ambiguity, and help move a large, multi-disciplinary function from reporting activity to driving measurable action.

What will you do? · Shape and steward the Client Experience Office strategy and transformation agenda , connecting priorities across client experience, engagement, digital, marketing, data and business partners. · Build the transformation capability and operating disciplines needed to move strategy into execution, including governance, prioritization, metrics, decision forums and management routines.



· Lead an insight-driven performance approach , partnering with Data and Finance to connect business, client, financial, operational and risk information to executive decision-making. · Modernize performance management and executive reporting , creating monthly and quarterly business reviews that clearly connect strategy, investments, initiatives, outcomes, risks, dependencies and decisions. · Guide portfolio and investment prioritization , helping ensure resources and spend are aligned to strategic priorities, client and business outcomes, sales enablement and risk reduction. · Develop executive-level strategic narratives and recommendations for senior leadership and Board-level audiences, simplifying complex issues and clearly articulating progress, trade-offs, risks and required decisions. · Advance the Client Experience Office’s AI strategy , helping leaders determine appropriate areas for investment, experimentation, capability development and leadership attention. · Lead through influence across a complex matrix , partnering with Finance, Technology, Data, Digital, Marketing, Operations, Risk and business leaders to strengthen alignment, simplify ways of working and accelerate execution.

What you’ll need to succeed? · 10+ years of progressive experience in strategy, transformation, business management, consulting, financial services, client experience, operations, technology enablement or related corporate leadership roles. · Demonstrated experience leading or supporting enterprise transformation, strategic planning, portfolio management,



executive governance or performance management. · Experience working with senior executives and senior governance forums, including the development of concise, decision-oriented executive and Board materials. · Ability to translate complex business, financial, technology, risk and client information into clear strategic recommendations and executive narratives. · Experience designing or improving performance-management frameworks, business reviews, scorecards, dashboards or executive reporting. · Strong financial and analytical capability, including experience interpreting cost structures, investment trade-offs, technology spend, operational metrics and business performance. · Demonstrated success partnering across Technology, Finance, Data, Digital, Marketing, Operations, Risk and business teams within a complex, matrixed organization. · Experience leading teams, developing talent and improving operating models or ways of working. · Strategic problem solving and the ability to identify the implications behind quantitative and qualitative information. · Sound judgment and the ability to prioritize opportunities based on business value, feasibility and risk. · A pragmatic, action-oriented approach to moving complex initiatives from strategy through execution. · Clear, concise executive communication and the ability to influence across functions and levels. · Collaborative leadership with a commitment to coaching and developing others.

What's in it for you? · A market-competitive salary and bonus program, based on market scale · A flexible group insurance program starting on your first day of work to meet your needs and those of your family. · Our Share Ownership Program gives you the opportunity to invest in Sun Life while benefiting from employer matching contributions. · We are proud to be included in Great Place to Work's 2026 list of Canada's Best Workplaces.

📌 AVP, CXO Strategy & Transformation (Toronto)
🏢 Sun Life
📍 Toronto