Consultant(e) Finance

7 days ago

Saskatoon, Canada Sun Life Full time
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.

The role of the Financial Planner, Estate & Financial Planning Services (“EFPS”) is to provide estate and financial planning services to qualified clients with an ability to engage experienced advisors in more complex opportunities. This role requires a blend of technical ability along with outstanding communication skills to review financial plans with advisors and clients. The Financial Planner, EFPS provides personalized comprehensive financial planning to clients via advisors.

Contribute to sales results by providing EFPS qualified clients with comprehensive financial planning services.

Serve as a financial planning services resource for advisors and Financial Centres.

Deliver seminars/presentations on advanced planning topics.

Maintain a current and thorough knowledge of estate and financial planning through research, attending industry related functions, continuing education, etc.

Excellent knowledge of estate and financial planning.

Full competence in the use of Sun Life financial planning support tool (Conquest Planning).

5+ years in a Financial Planning or related role.

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

The Base Pay range is for the primary location for which the job is posted. 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. p>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. p>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.p>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.

  • Finance Assistant

    2 weeks ago

    Saskatoon, Canada Sherwood Chevrolet Inc Full time

    **Sub-Prime Finance Assistant** Sherwood Chevrolet is seeking a dynamic and detail-oriented Sub-Prime Finance Assistant to join our growing team. We need an individual who is open-minded, self-motivated, and enthusiastic about collaborating with others. Your primary responsibility will be to support the finance department by managing client interactions and...

  • Consultant(e)s Senior

    3 weeks ago

    Saskatoon, Canada This is an IT support group Full time

    p>Job Type: PermanentReference code: 125668Primary Location: Toronto, ONAll Available Locations: Toronto, ON; Halifax, NS; Laval, QC; Montreal, QC; Winnipeg, MBOur PurposeAt Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. p>Fuel your passion for finance and join the best and brightest finance advisors...

  • Business Development/sales Specialist

    7 months ago

    Saskatoon, Canada E-Pro Bot Full time

    Are you a **PROUD** and **CONFIDENT** Sales Professional with years of **SUCCESSFUL** sales practice that beats most? Are you a sales professional that desires a sales role working for 100% commission? There is no base salary, but commission rate is lucrative. The sky is the limit. E-Pro Bot is a national integrated robotic solution provider and E-Pro Bot...

  • Indigenous Resource Development Consultant

    6 months ago

    Saskatoon, Canada Saskatoon Open Door Full time

    1. INTRODUCTION AND BACKGROUND - Since 1980, the Saskatoon Open Door Society Inc. (“SODS”) has been a place to welcome and assist refugees and immigrants moving to Saskatoon. - SODS is requesting proposals from qualified, individual consultants with respect to Indigenous education resource development that is based upon an effort to combat racism,...

  • Finance Transformation Lead

    3 weeks ago

    Saskatoon, Saskatchewan, Canada This is an IT support group Full time

    Job OverviewWe are seeking a skilled Finance Transformation Lead to join our team in Toronto, ON. As a key member of our Finance & Performance team, you will play a crucial role in delivering finance transformation, performance management, and advisory services to our clients.In this role, you will analyze complex business issues, develop innovative...

  • Finance & Operations Manager - Saskatoon

    6 months ago

    Saskatoon, Canada Gabriel Dumont Institute Full time

    **Finance & Operations Manager** **Competition Code: 2401 200S FIN June 23** **Responsibilities**: Reporting to the Director of Finance & Operations, the Finance & Operations Manager will be responsible to carry out duties in the following areas: In consultation with the Finance Director, oversee the ongoing maintenance of GDI’s official accounting...

  • Student Finance

    8 months ago

    Saskatoon, Canada University of Saskatchewan Full time

    **Student Finance & Awards Officer**: **Description** **Primary Purpose**: To act as a liaison and to provide exceptional support to Indigenous students and campus and external stakeholders supporting Indigenous students. The role requires a strong understanding of the awards and financial aid environment and student sponsorship, as well as the financial...

  • Director of Finance

    2 weeks ago

    Saskatoon, Canada Osborne Financial Search Full time

    Our client, a junior public uranium exploration company, is focused on the exploration and development of uranium projects in the Athabasca Basin of Saskatchewan, Canada. The company's flagship project is the Hook Lake Joint Venture located near recent high-grade uranium discoveries. Reporting to the CEO, the Director of Finance will take a lead role in the...

  • Director of Finance

    2 weeks ago

    Saskatoon, Canada Osborne Financial Search Full time

    Our client, a junior public uranium exploration company, is focused on the exploration and development of uranium projects in the Athabasca Basin of Saskatchewan, Canada. The company's flagship project is the Hook Lake Joint Venture located near recent high-grade uranium discoveries. Reporting to the CEO, the Director of Finance will take a lead role in the...

  • Assistant Manager, Finance, Administrative Support

    6 months ago

    Saskatoon, Canada University of Saskatchewan Full time

    **Assistant Manager, Finance, Administrative Support Group, College of Arts and Science**: The College of Arts and Science consists of twenty-one departments spanning the natural and physical sciences, the social sciences, and the humanities and fine arts. Several institutes, centres, and interdisciplinary programs are also part of the college, which...

  • Finance and Insurance Manager, Ffun Motorcycle

    6 months ago

    Saskatoon, Canada FFUN Group Full time

    **Finance & Insurance Manager, Full-Time** **FFUN Motorcycle Company, Saskatoon, SK** Forget the word “finance” in the job title. When you see the word “finance,” do you automatically think accounting and plugging numbers into a spreadsheet? If you do, you’re not alone. BUT, this isn’t that. We’re looking for a people person to join us as our...

  • Director Of Finance

    2 weeks ago

    Saskatoon, SK, Canada Osborne Financial Search Full time

    Our client, a junior public uranium exploration company, is focused on the exploration and development of uranium projects in the Athabasca Basin of Saskatchewan, Canada. The company's flagship project is the Hook Lake Joint Venture located near recent high-grade uranium discoveries. Reporting to the CEO, the Director of Finance will take a lead role in...

  • Director Of Finance

    2 weeks ago

    Saskatoon, SK, Canada Osborne Financial Search Full time

    Our client, a junior public uranium exploration company, is focused on the exploration and development of uranium projects in the Athabasca Basin of Saskatchewan, Canada. The company's flagship project is the Hook Lake Joint Venture located near recent high-grade uranium discoveries. Reporting to the CEO, the Director of Finance will take a lead role in...

  • Director of Finance

    2 weeks ago

    Saskatoon, Saskatchewan, Saskatchewan, Canada Osborne Financial Search Full time

    Our client, a junior public uranium exploration company, is focused on the exploration and development of uranium projects in the Athabasca Basin of Saskatchewan, Canada. The company's flagship project is the Hook Lake Joint Venture located near recent high-grade uranium discoveries. Reporting to the CEO, the Director of Finance will take a lead role in...

  • Internal Consulting

    6 days ago

    Saskatoon, Canada Nutrien Full time

    Pay Band: J Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, _Feeding the Future_, is the reason we come to work each day. We’re guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We’re creating...

  • Car Sales Consultant

    6 months ago

    Saskatoon, Canada Village Auto Group Full time

    This opportunity has the potential to generate a very high income for someone who is highly self driven. We are looking for full-time, talented and self-motivated individuals to join our team. Currently, we are seeking enthusiastic self-promoters to fill the role as Pre-owned Sales Consultants at our Village Auto Group locations. If you are hardworking and...

  • Internal Consulting

    7 days ago

    Saskatoon, Canada Nutrien Full time

    Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each day. We’re guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We’re creating an inclusive...

  • Project Consultant

    6 months ago

    Saskatoon, Canada BTY GROUP Full time

    BTY is an award-winning professional consultancy providing complete project solutions in real estate and infrastructure asset planning, development, operations, and transactions. With a portfolio of projects valued at over $100B, our experience spans across industries, sectors, and continents. We stand by our commitment to creating and sustaining an...

  • Safety Health and Environment

    6 months ago

    Saskatoon, Canada Nutrien Full time

    At Nutrien, our purpose is **Feeding the Future **and we do so with safety, inclusion, integrity and results as our core values. Nothing is more important than sending our people home safe, every day. Nutrien is a leading provider of agricultural products, services, and solutions. With nearly 25,000 employees world-wide, we are the largest producer of...

  • Co-op Student, Sh&e Telematics

    4 weeks ago

    Saskatoon, Canada Nutrien Full time

    Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose,_ Feeding the Future_, is the reason we come to work each day. We’re guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We’re creating an inclusive...