Director Performance Management

Permanent Full Time 

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We’re looking for a Director of Performance Management to power Client Advisory Services (CAS) – a newly launched sales organization focused on growing client relationships across Canada Life. CAS operates with shadow P&L accountability and partners closely with Finance and Performance Management across our Individual Wealth and Workplace Benefits & Retirement businesses.

This role enables informed decisions for sales leaders across Canada Life’s three major businesses: Freedom Experience, Investment Planning Counsel Pinnacle Advisors, and the Financial Solutions Centre. You’ll lead teams to lead the development of a reporting ecosystem that delivers executive-level visibility into business performance.

The ecosystem will include reporting on sales and financial performance, operational tracking for sales productivity and client experience, and support for sales compensation and incentive programs. By evolving these capabilities, you’ll create a platform for faster insights and better decisions that drive growth.

What you will do  

• Lead the Performance Management team to deliver performance insights and reporting for CAS. 
• Work with sales leaders to develop and manage the sales plans for each business 
• Build and evolve a reporting ecosystem covering: 
  • Sales and financial performance
  • Operational tracking for sales productivity and client experience
  • Risk & Compliance metrics in partnership with risk teams
• Own executive-level reporting, including Quarterly Function Reviews (QFR) and support for Quarterly Business Reviews (QBR). 
• Track, measure, and monitor performance against sales plans and maintain CAS KPIs aligned to growth objectives. 
• Enhance advisor/agent-level reporting and expand reporting support for Pinnacle and FSC. 
• Support sales leaders and HR with sales compensation and incentive programs 
• Collaborate with CAS leaders and key stakeholders to ensure alignment around reporting and shared success.
• Drive innovation and continuous improvement, leveraging AI and analytics to improve efficiency and insights. 

What you will bring    

• 10+ years of experience in sales performance management, analytics, or similar leadership roles in complex organizations. 
• Strong background in financial analysis and data management, supported by professional experience or relevant certification, is preferred.
• Experience creating financial and performance models. Proficiency with data and reporting tools, including managing large data sets and building dashboards in tools like Power BI. 
• Proven leadership experience, including managing teams and developing talent. 
• Expertise in turning data into actionable insights that drive business growth. 
• Experience defining and managing sales targets and KPIs, and tracking performance across large, complex sales organizations. 
• Understanding of sales operations, including financial reporting, performance metrics, and incentive program design and administration.
• A mindset for continuous improvement and innovation, with the confidence to challenge the status quo and find better ways of working.
• Ability to build strong relationships and collaborate across multiple teams and levels.
• Strong communication and influencing skills, able to work effectively with senior leaders, peers, and direct reports.

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The base salary for this position is between $102,300 - $187,700 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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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