Branch Manager

2 weeks ago

Toronto, Ontario, Canada Sun Life Financial Full time
Regional Director, Estate and Financial Planning Services page is loaded Regional Director, Estate and Financial Planning Services

Apply locations Toronto, Ontario Halifax, Nova Scotia London, Ontario Waterloo, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR You are as unique as your background, experience and point of view.

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
At Sun Life Canada we're a top provider of life, health and wealth products in the Canadian marketplace.

This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator.

A key part of this leadership is ensuring there is a consistent and professional delivery of the Estate and Financial Planning Service (EFPS) to clients and advisors.

As part of the EFPS leadership team this role will contribute to the Financial Planning Centre of Excellence, through regular discussions with both the Leader of EFPS as well as the Leader of Financial Planning Support, providing a unique lens on the work the Service delivery team is doing with clients and advisors.

Partnering with the Leader of Financial Planning Support will be important, to help identify opportunities for that team to engage advisors in further developing their financial planning capabilities.

Strong partnership with the Insurance Sales Directors and Advanced Case Managers will also be critical to ensure the successful implementation of opportunities identified by the Financial Planning Service team.

Contribute to SLFD sales results by ensuring appropriate estate and financial planning services are delivered to advisors within their region

Leadership & Management:
Hire, retain and manage a regional team of professional financial planners
Ensure the planning team has a high level of technical competence and expertise.
Provide professional development opportunities for planning staff
Manage performance planning and evaluation
Drive the culture of holistic planning within the SLFD environment

Maintain a current and thorough knowledge of estate and financial planning through research, industry related functions, etc.
Act as the voice of the Financial Planning service delivery team within the EFPS organization, through active participation at the leadership table
Actively participate in the Financial Planning Centre of Excellence as a key contributor to the ongoing development of our financial planning expertise within SLFD
Deliver seminars/presentations on advanced planning topics as needed, in collaboration with the Financial Planning Support team and Directors of Advanced Planning
10+ years in a financial planning or related role
~ Expert knowledge of estate and financial planning.
~ Expert knowledge of industry-related issues in the estate and financial planning
~ Strong relationship management skills
~ Experience working with a variety of financial planning softwares
~ Experience working with Conquest Planning would be an asset.

Flexible Benefits from the day you join to meet the needs of you and your family.
We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.

Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we'll match your contributions.

#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. 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. 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 .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
Managing Director, Incentive & Wealth Plans - SLC Management
locations 3 Locations time type Full time posted on Posted 30+ Days Ago SUN LIFE FINANCIAL ADVISOR
locations Toronto, Ontario time type Full time posted on Posted 30+ Days Ago SUN LIFE FINANCIAL ADVISOR

locations Waterloo, Ontario time type Full time posted on Posted 30+ Days Ago At Sun Life, you can be your most brilliant self.

Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives.

As part of Sun Life's growing team, you have an impact on people in your community and around the world.

Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.

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