Director, Client Experience & Growth
Job Summary
Permanent Full Time
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The Director Client Experience and Operations leads the Financial Solutions Centre (FSC) a dynamic growth business within Client Advisory Services that delivers advice and service through a virtual model. The role is accountable for the overall client experience business performance operational effectiveness regulatory compliance and talent strategy of the FSC. Working through a team of leaders the Director drives sales growth enhances client outcomes and ensures the delivery of exceptional advice and service while supporting the organizations long-term growth objectives.
As a strategic leader the Director oversees both client-facing and operational teams develops business plans and partners across the organization to drive continuous improvement innovation and scalable growth. The role serves as a key liaison with internal business partners and operational teams to ensure efficient execution and alignment to strategic priorities.
What You Will Do
- Lead the overall strategy performance and operations of the Financial Solutions Centre ensuring achievement of sales service financial and compliance objectives
- Coach develop and support people leaders responsible for client experience sales support and operations teams fostering a high-performance and client-centric culture
- Develop and execute business plans that align with organizational goals and support continued growth of the virtual advice business
- Oversee operational infrastructure including budgeting forecasting technology implementation quality assurance compliance and customer satisfaction initiatives
- Drive continuous improvement by identifying opportunities to enhance processes client experiences and operational efficiency
- Partner with business leaders across Dealer Operations Wealth Delivery Canada Operations Finance and Client Advisory Services to support strategic initiatives and business outcomes
- Establish performance standards and accountability measures that promote exceptional client service advice quality and business growth
- Lead the resolution of complex client operational and regulatory issues while ensuring adherence to corporate policies and industry requirements.
What You Will Bring
- Proven leadership experience in wealth management financial services sales operations client service or a related business environment
- Industry licensing or certifications such as IFIC CSC or LLQP are considered an asset
- University degree in Business or a related discipline.
- Strong business acumen with demonstrated success managing sales operational performance budgets and strategic initiatives
- Exceptional ability to build partnerships and influence stakeholders across multiple business functions
- Experience leading and developing leaders and large teams within a fast-paced client-focused environment
- Strong strategic thinking problem-solving and decision-making capabilities with the ability to navigate complexity and drive results
- Excellent communication and relationship management skills with the ability to engage effectively at all levels of the organization
- Knowledge of investment insurance retirement and wealth management products and associated regulatory requirements is considered an asset
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The base salary for this position is between $114200 - $164200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus commission etc). If you are selected to move forward in our recruitment process your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Grow with Canada Life
Wereunited by a shared purpose: to improve the financialphysicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
Werelooking for people who live our values everyday: we step up we do the right thing and we deliver for our customerscommunitiesand each you someone who always strives to do the right thing who steps up for themselves and others and who delivers with impact Then we want to hear from you!
What we offer:
Were committed to supporting our employees through every stage of their career. Heres what you can expect as a full-time or part-time permanent team member:
- Career Development: Opportunities for career advancement access to industry-leading learning programs and up to$2000 annuallytowardseducation reimbursement.
- Health & Wellness:Flexible health and dental benefitsplus a $5000 mental health benefit to support your well-being.
- Time Off:In addition to regular vacation andpersonal dayswe support communityinvolvement with avolunteer day.
- Financial Security:Company-matching pension planshare ownership program andadditionalinvestment options.
- Rewards and Recognition:Employee recognition programs service milestone celebrations employee discounts and more!
- Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs)mentorshipprogramssocialclubsandevents.
Learn moreaboutCanada Life.
Werecommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact. All information provided will be handledin accordance withapplicable laws and Canada Life policies.
Canada Lifewould like to thank all applicants however only those who qualify for an interview will be contacted.
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Required Experience:
Director