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Planning Director, Estate and Financial Planning Services
2 days ago
Planning Director, Estate and Financial Planning Services This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director of EFPS, this individual is responsible for preparing and delivering advanced holistic financial plans to high-net-worth individuals.
Responsibilities
Development of advanced financial plans to address client goals and needs through the implementation of strategies to address risk management, retirement planning, tax planning and estate planning needs. Provide comprehensive strategies focused on the management of intergenerational wealth transfers for individuals and business owners. Organize regional training and client seminars for Sun Life Advisors and clients with a focus on advanced financial planning topics. Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning. Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
Qualifications
Certified Financial Planner (CFP) certification is mandatory. Professional designations such as TEP, CLU or CPA are an asset. Minimum of 5 years’ experience in financial planning or a similar field. Comprehensive understanding of financial planning principles and practices.
Proficient in utilizing Sun Life Financial Distributors’ planning tools, specifically Conquest software. Exceptional oral and written communication abilities. Proven talent in facilitation and delivering presentations. Adept at building and maintaining professional relationships.
Demonstrated capacity for self-direction and independent work. Keen analytical and problem‑solving skills. Ability to explain complex financial concepts in simple terms. Time management and organizational skills to handle multiple clients.
Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom). Ability to work effectively in a team environment with other financial professionals.
Benefits
The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence. We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential. We’re honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work® Canada.
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle. Flexible Benefits from the day you join to meet the needs of you and your family. Base Pay range: 110,000 – 180,000. Eligible Sun Life employees participate in various incentive plans.
Certain sales focused roles have sales incentive plans based on individual or group sales results. 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 brightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. Posting End Date: 20 Jan 2026.
Job Category: Sales – Distribution Support. Seniority level: Not Applicable. Employment type: Full‑time. Job function: Business Development and Sales.
Industry: Financial Services and Insurance. #J-18808-Ljbffr
