Regional Director, Estate and Financial Planning Services Leader

2 weeks ago

Halifax, Nova Scotia, Canada Sun Life Full time
Job Summary

As a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for delivering holistic planning solutions.

Key Responsibilities
  • Contribute to the company's sales results by ensuring the delivery of estate and financial planning services to advisors within your region.
  • Lead and manage a regional team of professional financial planners, providing guidance on technical competence and expertise.
  • Develop and implement strategies to drive the culture of holistic planning within the organization.
  • Maintain a current and thorough knowledge of estate and financial planning through research and industry-related functions.
  • Act as the voice of the Financial Planning service delivery team within the organization, participating in leadership discussions and contributing to the development of financial planning expertise.
  • Collaborate with Insurance Sales Directors and Advanced Case Managers to ensure a smooth Case Consultation process for advisors and clients.
  • Deliver seminars and presentations on advanced planning topics, working with the Financial Planning Support team and Directors of Advanced Planning.
Requirements
  • 10+ years of experience in financial planning or a related field.
  • One or more of the following certifications: CFP, CLU, TEP, CPA, LLB, FEA.
  • Expert knowledge of estate and financial planning, as well as industry-related issues.
  • Previous leadership experience and a proven ability to provide strong leadership.
  • Excellent verbal and written communication skills, with strong relationship management skills.
  • Proven record of high achievement and result orientation, with experience working with financial planning software.
What We Offer
  • A dynamic and supportive work environment that encourages growth and achievement.
  • Flexible benefits to meet the needs of you and your family.
  • A company recognized as a 2023 Most Trusted Executive team by Great Place to Work Canada.
  • Opportunities to join our Inclusion Networks and give back to your community through our You Give, We Give program.

  • Director of Regional Estate and Financial Planning

    1 month ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Position Overview:Sun Life Canada, a prominent provider of life, health, and wealth solutions in the Canadian market, is seeking a qualified individual to take on the role of Regional Director for Estate and Financial Planning Services.Key Responsibilities:Drive sales performance by overseeing the provision of estate and financial planning services across...

  • Director of Regional Estate and Financial Planning

    1 month ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Position Overview:Sun Life Canada, a prominent provider of life, health, and wealth solutions in the Canadian market, is seeking a qualified professional to fill the role of Regional Director for Estate and Financial Planning Services.Key Responsibilities:Drive sales performance in the region by ensuring the effective delivery of estate and financial...

  • Director of Regional Estate and Financial Planning

    1 month ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Position Overview:Sun Life Canada, a prominent provider of life, health, and wealth solutions in the Canadian marketplace, is seeking a committed professional to take on the role of Regional Director for Estate and Financial Planning Services.Key Responsibilities:Drive sales performance by ensuring the effective provision of estate and financial planning...

  • Director of Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...

  • Director of Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...

  • Senior Manager, Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...

  • Senior Manager, Financial Planning and Estate Services

    2 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job SummaryAs a Regional Director, Estate and Financial Planning Services, you will play a key role in leading the Regional Financial Planning Service team to deliver exceptional estate and financial planning services to clients and advisors. This is a leadership position that requires strong partnership skills, technical expertise, and a passion for...

  • Financial Planning Specialist

    5 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    3 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    2 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    2 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Markham Centre Financial Services Inc. is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

  • Financial Planning Specialist

    5 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...

  • Financial Planning Specialist

    6 days ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job Title: Financial ConsultantWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and develop personalized financial plans.Make recommendations on...

  • Financial Planning Specialist

    3 hours ago

    Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...

  • Regional Director of Retail Operations

    1 month ago

    Halifax, Nova Scotia, Canada Belron Canada inc Full time

    At Belron Canada, we are dedicated to revolutionizing the automotive glass industry. Our commitment to nurturing talent and fostering an inclusive workplace is paramount, ensuring that every individual feels valued and empowered.We are seeking a Director of Retail Operations for the Atlantic Region, who will report directly to the Vice President of Retail...

  • Regional Director of Retail Operations

    1 month ago

    Halifax, Nova Scotia, Canada Belron Canada inc Full time

    At Belron Canada, we are at the forefront of automotive glass innovation, dedicated to enhancing the driving experience. Our commitment to fostering talent ensures that our employees reach their full potential.We embrace diversity, equity, and inclusion in our workplace, ensuring that every team member feels valued and empowered.As the Director of Retail...

  • Regional Operations Leader

    3 weeks ago

    Halifax, Nova Scotia, Canada Lifemark Full time

    About Lifemark Lifemark is a leading provider of rehabilitation services across Canada, dedicated to helping individuals achieve their optimal health and well-being. We offer a comprehensive range of services, including physiotherapy, occupational therapy, speech-language pathology, and more. Regional Director - Atlantic Canada We are seeking a dynamic and...

  • Director of Real Estate Operations

    5 days ago

    Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Global Support Team as a Director of Real Estate Operations. In this role, you will be responsible for providing day-to-day support for Real Estate and Real Asset products, including Yardi and other applications utilized by MUFG's internal and external stakeholders.Key...

  • Director of Real Estate Operations

    5 days ago

    Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Global Support Team as a Director of Real Estate Operations. In this role, you will be responsible for providing day-to-day support for Real Estate and Real Asset products, including Yardi and other applications utilized by MUFG's internal and external stakeholders.Key...

  • Retail Operations Director

    3 weeks ago

    Halifax, Nova Scotia, Canada Belron Canada Full time

    Belron Canada, the home of Speedy Glass, Lebeau vitres d'auto, and Vanfax, is dedicated to investing in our people and fostering their growth within the automotive glass industry. We are committed to diversity, equity, and inclusion, ensuring every team member feels empowered. Reporting to the Vice President of Retail Operations, the Director of Retail...