Drive Wealth and Insurance performance at Sun Life through business planning, regulatory oversight, and relationship-focused advisor leadership.

The District Manager leads growth and productivity while generating business results and an effective Client experience. You will develop annual plans with the Regional Vice President, cascade targets, and identify opportunities to grow revenue and the Client base. Advisor training, compliance, and operational effectiveness remain central.

Key Responsibilities:

- Develop holistic annual business plans with the RVP
- Grow revenue, wealth deposits, and Client base
- Lead adoption of recent business process changes
- Plan annual advisor training schedules
- Ensure product and administrative process compliance

Requirements:

- Deep insurance and wealth product knowledge
- Expert regulatory, oversight, and compliance knowledge
- Ability to influence and build organizational consensus
- Experience leading large-scale change in matrix environments
- Proven financial services strategy implementation success

Use business acumen, compliance expertise, and target-setting discipline to strengthen Sun Life district performance.

📌 Financial Services District Leader (Levis)
🏢 Sun Life
📍 Levis