Director, CSC Wealth Sales and Transition Client Experience

Sun Life•Montreal, QC

11d•CA$110,000 - CA$180,000•Hybrid

About The Position

Sun Life's Client Solutions Centre (CSC) is seeking an experienced Director to lead their Wealth Sales team. This role involves managing 4 Sales Managers and guiding a team of 30-40 Financial Services Consultants in delivering personalized wealth advice to plan members across Canada. It is a strategic leadership position focused on translating strategy into execution, developing leaders, and enhancing client experience within a digitally enabled environment that values both human expertise and technology-driven insights.

Requirements

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
Strong analytical, communication, and presentation abilities
Demonstrated success coaching and developing sales managers
Deep knowledge of sales funnel management, lead prioritization, conversion, and retention strategies
Understanding of wealth, accumulation, and advice-based solutions
Exceptional business acumen, judgment, influence, and execution discipline
Experience leading change and driving organizational adoption of new processes and tools

Nice To Haves

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
Bilingualism (French, English, both oral and written) is required for Quebec only

Responsibilities

Lead and develop managers and their teams to deliver wealth advice at scale and drive client engagement, sales, and retention
Establish clear vision, operating rhythm, and strategic action plans for your management team
Build an engaged, inclusive, and high-performing culture that attracts and retains top advisory talent
Monitor business health using data-driven insights across sales performance, productivity, client experience, and staffing
Manage staffing decisions, workloads, succession planning, and budget responsibilities
Partner across functions to optimize client experience and drive channel effectiveness
Coach managers to build advisory capability, performance discipline, and leadership strength
Drive adoption of new tools, processes, and digital experiences that enhance sales effectiveness
Collaborate with peers and cross-functional teams to advance strategic objectives