Financial Planning Manager
3 days ago
Location: Waterloo, Ontario
Type: Full-time
Job Description:
Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.
Key Responsibilities:
- Oversee the implementation of best practices to ensure efficient delivery of financial planning services.
- Provide operational support for financial planning help desk.
- Coordinate with internal delivery teams on digital aspects of financial planning tools.
- Work closely with the One Plan vendor to recommend enhancements and resolve defects.
- Support change management and communications for internal stakeholders related to feature deployments.
- Develop and maintain training content to grow and develop advisors and field managers planning capabilities.
- Align with Sun Life product owner and Journey teams providing subject matter expertise.
Requirements:
- 7+ years in a financial planning related role.
- CFP, CLU, or QAFP planning designation equivalent.
- 5-10 years experience working with digital products or in an operations role.
- Strong knowledge of investment/wealth management with a focus on estate and financial planning.
- Previous leadership experience and demonstrated ability to provide strong people management.
- Excellent verbal and written communication skills.
- Strong relationship management skills.
- Ability to prioritize and align work with changing demands.
Why Sun Life:
- A collaborative and inclusive culture.
- A team environment that encourages growth and achievement.
- Opportunity to develop the next greatest digital experience.
Salary Range: 78,000 - 128,000
Job Category: Sales - Distribution Support
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
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