Senior CFP Financial Planning Consultant

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...

Financial Planning Consultant at Sun Life You are as unique as your background, experience and point of view. At Sun Life, you’ll be empowered and challenged to be your best self. You’ll work with dynamic colleagues and leaders who inspire you to reach new heights and make life brighter for our clients. Job Description This role is part of the Business...

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required,...

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...

A leading financial services provider in Southwestern Ontario is seeking a Senior Consultant to oversee plan sponsor-related risks and negotiate service agreements. The ideal candidate will have 5–7 years of experience in Group Benefits and strong risk governance knowledge. This position offers a hybrid work arrangement and a competitive salary within the...

Application Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...

Join to apply for the Senior Education Consultant role at Sun Life 1 day ago Be among the first 25 applicants 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...

As a Senior Consultant within the Group Benefits Plan Sponsor Risk Management team, you will provide first line of defense oversight for plan sponsor-related risks and contractual governance. This role supports the review and negotiation of standard Manulife service and product agreements, assists with audits and RFP responses, and contributes to process...

A leading financial services provider in Southwestern Ontario seeks a passionate individual for a financial planning role. You will prepare comprehensive financial plans, work with high-net-worth individuals, and collaborate with advisors and field leaders. A CFP certification is mandatory, along with a minimum of 7 years of experience. The position offers a...

Overview Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...