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About the Role
Sun Life is seeking an experienced and forward-thinking AVP, Dealer Transformation to lead the evolution of our Retail Wealth Platform and transformation strategy. This executive role will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of our wealth business. As a key member of the Dealer Leadership Team, you will serve as a business platform owner, partnering across Distribution, Operations, Technology, Compliance, Risk, and Product teams to deliver meaningful business outcomes and position Sun Life for the future of wealth management.
Responsibilities
- Develop and execute the Retail Wealth Platform strategy and transformation roadmap.
- Lead enterprise-wide initiatives that modernize advisor and client experiences.
- Drive digital, data, automation, and AI-enabled capabilities across the dealer.
- Identify and implement opportunities to simplify processes, improve scalability, and increase operational efficiency.
- Partner with business leaders to build capabilities that support advisor growth and business expansion.
- Provide strategic leadership on technology modernization and platform evolution.
- Translate regulatory and industry changes into practical business solutions.
- Influence and align senior stakeholders to successfully deliver complex transformation initiatives.
Requirements
- Senior leadership experience in wealth management, financial services, consulting, or business transformation.
- Strong understanding of the Canadian wealth management and advisor ecosystem.
- Proven track record leading large-scale business transformation initiatives.
- Experience developing strategic roadmaps and delivering measurable business outcomes.
- Expertise in digital transformation, automation, data, AI, and platform modernization.
- Strong business and financial acumen with experience building business cases and assessing investment opportunities.
- Knowledge of Canadian securities regulations and dealer operations.
- Exceptional executive communication, influence, and stakeholder management skills.
Skills
- Digital transformation
- Automation
- Data
- AI
- Platform modernization
- Business and financial acumen
- Business case development
- Investment opportunity assessment
- Canadian securities regulations
- Dealer operations
- Executive communication
- Influence
- Stakeholder management
Location
- Canada
Work Type
- Hybrid
Experience Level
- Senior leadership
- Executive
Salary/Compensations
- 155,000 - 225,000
About the Company
- 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.
- This is a unique opportunity to lead one of the most significant transformation mandates within Sun Life Wealth, helping shape the future advisor and client experience while driving growth, innovation, and operational excellence across the business.
- If you're a strategic transformation leader who thrives on building the future, we'd love to hear from you.
Equal Opportunity
- 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.