You'll manage 4 Sales Managers and guide a team of 30-40 Financial Services Consultants in ... Partner across functions to optimize client experience and drive channel effectiveness * Coach ...
You'll manage 4 Sales Managers and guide a team of 30-40 Financial Services Consultants in ... Partner across functions to optimize client experience and drive channel effectiveness * Coach ...
Who We Are The Technical Director will be responsible for managing all aspects of technical delivery and relationship management across the Client Experience business. This team plays a critical role ...
Who We Are The Technical Director will be responsible for managing all aspects of technical delivery and relationship management across the Client Experience business. This team plays a critical role ...
... manager Process improvement: * Support the strategic vision for the implementation of new strategies to enhance client, business and team experience. * Collaborate with business partners to ...
... manager Process improvement: * Support the strategic vision for the implementation of new strategies to enhance client, business and team experience. * Collaborate with business partners to ...
Your knowledge and experience in technical consultative sales will be highly applicable to this ... Lead, coach, and grow our client service team, including performance management, hiring, and skills ...
Your knowledge and experience in technical consultative sales will be highly applicable to this ... Lead, coach, and grow our client service team, including performance management, hiring, and skills ...
Team Captain
Toronto, ON · On-site
You will also be working with the Client Experience Manager as well as the People Manager to identify growth and development opportunities for the team members. WHY DO WE WANT YOU We are currently ...
Team Captain
Toronto, ON · On-site
You will also be working with the Client Experience Manager as well as the People Manager to identify growth and development opportunities for the team members. WHY DO WE WANT YOU We are currently ...
Director, Client Coverage, Canada
Toronto, ON · On-site
$120 - $180/hr
Strategic experience managing and growing strategic client relationships. * A consultative, commercially minded approach with a track record of identifying growth opportunities while building ...
Director, Client Coverage, Canada
Toronto, ON · On-site
$120 - $180/hr
Strategic experience managing and growing strategic client relationships. * A consultative, commercially minded approach with a track record of identifying growth opportunities while building ...
Experience in client success, technical project management, or software delivery. * Strong ... understanding of software development lifecycles (Agile/Scrum). * Comfortable working with ...
Quick apply
Experience in client success, technical project management, or software delivery. * Strong ... understanding of software development lifecycles (Agile/Scrum). * Comfortable working with ...
Be Seen First
Client Care Specialist
Etobicoke, ON · On-site
CA$50K - CA$65K/yr
Your Mission Own the client experience after the sale by: * Managing service requests from first contact through successful resolution. * Coordinating warranty claims and service visits.
Quick apply
Be Seen First
Client Care Specialist
Etobicoke, ON · On-site
CA$50K - CA$65K/yr
Your Mission Own the client experience after the sale by: * Managing service requests from first contact through successful resolution. * Coordinating warranty claims and service visits.
You'll have the flexibility to manage your work activities within a hybrid work arrangement ... You can demonstrate experience. 1 - 3 years of experience in AML/KYC for Capital Markets clients as ...
You'll have the flexibility to manage your work activities within a hybrid work arrangement ... You can demonstrate experience. 1 - 3 years of experience in AML/KYC for Capital Markets clients as ...
You'll have the flexibility to manage your work activities within a hybrid work arrangement ... You can demonstrate experience. 1 - 3 years of experience in AML/KYC for Capital Markets clients as ...
You'll have the flexibility to manage your work activities within a hybrid work arrangement ... You can demonstrate experience. 1 - 3 years of experience in AML/KYC for Capital Markets clients as ...
Client Associate (IR licensed) Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate (IR licensed) Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Join our growing Client Service team and play a key role in delivering a differentiated servicing ... years of related experience with strong working knowledge of treasury and cash management ...
Join our growing Client Service team and play a key role in delivering a differentiated servicing ... years of related experience with strong working knowledge of treasury and cash management ...
Client Associate (IR licensed) Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate (IR licensed) Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Our process deeply integrates design, construction, and technology to improve the client experience ... As a Project Manager, you are accountable for the successful execution of individual projects from ...
Quick apply
Our process deeply integrates design, construction, and technology to improve the client experience ... As a Project Manager, you are accountable for the successful execution of individual projects from ...
Client Associate CIBC Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate CIBC Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Manager (CIM). * Financial Services and/or Brokerage industry experience and working knowledge of ...
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Manager (CIM). * Financial Services and/or Brokerage industry experience and working knowledge of ...
Client Associate CIBC Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate CIBC Wood Gundy
CA$50K - CA$59K/yr
... manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Manager (CIM). * Financial Services and/or Brokerage industry experience and working knowledge of ...
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Manager (CIM). * Financial Services and/or Brokerage industry experience and working knowledge of ...
Client Account Manager
Toronto, ON · On-site
Imagine yourself at IFDS Come experience a community like no other at International Financial Data ... The Client Account Manager will communicate concisely and directly with C-Suite roles, internally ...
Client Account Manager
Toronto, ON · On-site
Imagine yourself at IFDS Come experience a community like no other at International Financial Data ... The Client Account Manager will communicate concisely and directly with C-Suite roles, internally ...
Client Account Manager
Toronto, ON · On-site
Imagine yourself at IFDS Come experience a community like no other at International Financial Data ... The Client Account Manager will communicate concisely and directly with C-Suite roles, internally ...
Client Account Manager
Toronto, ON · On-site
Imagine yourself at IFDS Come experience a community like no other at International Financial Data ... The Client Account Manager will communicate concisely and directly with C-Suite roles, internally ...
Client Experience Manager information
What is the difference between Client Experience Manager vs Customer Service Manager?
| Aspect | Client Experience Manager | Customer Service Manager |
|---|---|---|
| Primary Focus | Enhancing overall client experience and satisfaction | Managing customer support and service operations |
| Work Environment | Strategic roles, often cross-departmental | Operational, frontline customer support teams |
| Required Credentials | Relevant experience in customer relations, marketing, or sales | Customer service experience, leadership skills |
| Industry Usage | Used across industries focusing on client retention | Common in retail, hospitality, and service sectors |
The Client Experience Manager focuses on strategic initiatives to improve the overall client journey, while the Customer Service Manager oversees daily support operations. Both roles require customer relations skills but differ in scope and responsibilities.
How does a client experience manager typically collaborate with other departments to enhance customer satisfaction?
What are the key skills and qualifications needed to thrive as a client experience manager?
What does a client experience manager do?
A client experience manager develops processes for each step of the customer lifecycle. Their responsibilities are to build relationships with clients and seek feedback in order to improve the overall client experience on behalf of a company or brand. A client experience manager also oversees the client experience (CX) team, making sure that each team member is efficient and effective in the resolution of customer issues. The qualifications you need include a bachelor’s degree in a relevant field as well as experience.

Director, CSC Wealth Sales and Transition Client Experience
Toronto, ON • On-site, Remote
Full-time
Posted 7 days ago
Sun Life Assurance Company of Canada rating
8.6
Based on 18 frontline employees who took The Breakroom Quiz
89th of 304 rated insurance
Job description
You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Director, CSC Wealth Sales and Transition Client Experience
Location: Montreal or Toronto | Flexible Work Arrangement
About Sun Life
Sun Life is a leading international financial services organization providing insurance, wealth, and asset management solutions to millions of clients worldwide. In Canada, we're committed to helping plan members make confident wealth decisions at important life moments through innovative, advice-driven solutions.
The Opportunity
Are you a dynamic sales leader with a passion for building high-performing teams? Sun Life's Client Solutions Centre (CSC) is seeking an experienced Director to lead our Wealth Sales team. You'll manage 4 Sales Managers and guide a team of 30-40 Financial Services Consultants in delivering personalized wealth advice to plan members across Canada.
This is a strategic leadership role where your ability to translate strategy into disciplined execution, develop exceptional leaders, and enhance client experience directly impacts Sun Life's growth. You'll work in a digitally enabled environment that values both human expertise and technology-driven insights.
Key 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
What You Bring
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
Preferred Qualifications
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
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
What Makes This Role Special
Work with a talented team passionate about delivering meaningful wealth advice
Influence the evolution of advice delivery across a major Canadian financial services organization
Flexible work arrangement with office presence at least weekly (based in Montreal or Toronto with occasional travel to the other site)
Opportunity to shape business strategy and drive continuous improvement
Access to professional development and leadership resources
Competitive compensation and comprehensive benefits
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
110,000/110 000 - 180,000/180 000Job Category:
Sales - Client Relationship ManagementPosting End Date:
18/08/2026What Sun Life Assurance Company of Canada employees say
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