AVP, Estate and Financial Planning Services

AVP, Estate and Financial Planning Services Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. You are unique and will 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 knowledge. Every day you'll have new opportunities to make life brighter for our clients. Job Description Are you passionate about leading innovation in financial planning and making a real difference in people's lives? Join us as we shape the future of financial security and healthy living What will you do? Lead a dynamic team of estate and financial planning specialists, fostering a culture of innovation and excellence. Develop and execute a forward‑looking strategic vision for financial planning, positioning Sun Life at the forefront of the industry. Drive growth by expanding our target client base, facilitating intergenerational opportunities, and implementing cutting‑edge strategies. Oversee the development of industry‑leading financial planning tools and guidelines, including our One Plan software (powered by Conquest). Collaborate with leaders across Sun Life to identify best practices and growth opportunities while creating followership for the ‘culture of planning’. Build strong relationships with Regional Distribution leaders and advisors, representing the Estate and Financial Planning Services (EFPS) mandate. Analyze industry trends and provide strategic recommendations to enhance our programs and advisor support. Ensure consistent quality and effective communication and change management of EFPS strategies to advisors and clients. Coach and mentor your team on emerging trends and best practices in estate and financial planning. What do you need to succeed? 10+ years of relevant industry experience. Post‑secondary or undergraduate university degree. Professional financial planning designation (e.g., CFP, CLU, CA, CPA, LLB, QAFP) or significant progress toward one. Advanced knowledge of individual insurance and wealth management products for retail clients. Strong analytical, communication, and presentation skills. Proven leadership experience managing teams across diverse locations. Passion for staying current with industry trends, products, and competitive strategies. Ability to build and maintain strong relationships with stakeholders at all levels. Why should you join us under the sun? Be part of a purpose‑driven organization dedicated to helping clients achieve lifetime financial security and live healthier lives. Work with a diverse team of experts who are eager to share knowledge and support your growth. Enjoy a flexible work environment that empowers you to do your best work. Opportunities to make a meaningful impact on individuals, families, and communities around the world. The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. 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 thebrightside@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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range 140,000/140 000 - 225,000/225 000 Posting End Date 17/11/2025 #J-18808-Ljbffr