Current jobs related to Senior Manager, Financial Planning and Estate Services - Halifax, Nova Scotia - Sun Life
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field.Key ResponsibilitiesAdvise clients on trust account investments and identify their financial goals and objectives.Analyze clients' financial records and...
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...
-
Financial Planning Specialist
2 months ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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
2 months ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob 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
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist 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 Responsibilities:Advise clients on trust account investments and identify their...
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeAt Markham Centre Financial Services Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals and objectives, and developing financial plans....
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist 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...
-
Financial Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in the field. Key responsibilities include advising on trust account investments, identifying clients' financial goals, and developing financial plans.Key...
-
Financial Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist 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 Responsibilities:Advise clients on trust account investments and develop personalized...
-
Halifax, Nova Scotia, Canada Sun Life Full timeFinancial Planning ExcellenceAt Sun Life Canada, our Retail Advice and Solutions division is a top provider of life, health, and wealth products in the Canadian marketplace.As a key member of the Regional Financial Planning Service team, this role provides day-to-day leadership to Planning Directors, Financial Planners, Financial Planning Consultants, and...
-
Halifax, Nova Scotia, Canada Sun Life Full timeJob Title: Regional Director, Estate and Financial Planning ServicesAt Sun Life Canada, we're a top provider of life, health and wealth products in the Canadian marketplace. We're seeking a highly skilled and experienced Regional Director to lead our Estate and Financial Planning Services team.Key Responsibilities:Provide day-to-day leadership to the...
-
Financial Services Specialist
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeFinancial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at Markham Centre Financial Services Inc. 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.Key Responsibilities:Advise clients on...
-
Estate Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAre you a seasoned professional looking to leverage your expertise in estate planning and wealth management?In this role, you will be responsible for delivering high-quality estate planning services and solutions to our High Net Worth (HNW) clients. This will involve partnering with our advisors to meet with clients and prospects, creating a positive...
-
Financial Advisor
3 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial ConsultantJoin Markham Centre Financial Services Inc. as a Financial Consultant and take on a challenging role that requires expertise in financial planning, investment management, and estate administration.Key Responsibilities:Advise clients on trust account investments and identify their financial goals and objectives.Analyze clients'...
-
Estate Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAs an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will also be responsible for developing...
-
Estate Planning Specialist
2 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeAre you a skilled professional looking for a challenging role in estate planning and wealth management?In this position, you will be responsible for delivering Scotiabank's estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key responsibilities include:Partnering with Scotiabank & Scotia...
-
Estate Planning Specialist
1 month ago
Halifax, Nova Scotia, Canada Scotiabank Full timeRole OverviewAs an Estate and Trust Consultant at Scotiabank, you will play a key role in delivering high-quality estate planning services and solutions to our High Net Worth (HNW) Scotia Wealth Management clients.Key ResponsibilitiesPartner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive...
-
Estate Planning Specialist
1 month ago
Halifax, Nova Scotia, Canada Scotiabank Full timeRole OverviewAs an Estate and Trust Consultant at Scotiabank, you will play a key role in delivering high-quality estate planning services and solutions to our High Net Worth (HNW) Scotia Wealth Management clients.Key ResponsibilitiesPartner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive...
-
Estate Planning Specialist
3 weeks ago
Halifax, Nova Scotia, Canada Scotiabank Full timeJob Title: Estate and Trust ConsultantAre you a skilled professional looking for a challenging role in estate and trust consulting? We are seeking a highly motivated and experienced individual to join our team at Scotia Wealth Management.Key Responsibilities:Deliver exceptional estate planning services and solutions to High Net Worth (HNW) clients,...
Senior Manager, Financial Planning and Estate Services
2 months ago
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- Leadership and Management
- Hire, retain, and manage a regional team of professional financial planners
- Ensure the planning team has a high level of technical competence and expertise
- Provide professional development opportunities for planning staff
- Manage performance planning and evaluation
- Administer compensation and budget
- Drive the culture of holistic planning within the SLFD environment
- Service Delivery
- Contribute to SLFD sales results by ensuring appropriate estate and financial planning services are delivered to advisors within their region
- Maintain a current and thorough knowledge of estate and financial planning through research, industry-related functions, etc.
- Collaboration and Communication
- Act as the voice of the Financial Planning service delivery team within the EFPS organization, through active participation at the leadership table
- Collaborate effectively with the Insurance Sales Directors and Advanced Case Managers to ensure a smooth Case Consultation process is followed for advisors and clients
- Deliver seminars/presentations on advanced planning topics as needed, in collaboration with the Financial Planning Support team and Directors of Advanced Planning
- 10+ years in a financial planning or related role
- One or more of the following: CFP, CLU, TEP, CPA, LLB, FEA
- Expert knowledge of estate and financial planning
- Expert knowledge of industry-related issues in the estate and financial planning
- Previous leadership experience and demonstrated ability to provide strong leadership
- Excellent verbal and written communication skills
- Strong relationship management skills
- Proven record of high achievement and result orientation
- Experience working with a variety of financial planning software
- Experience working with Conquest Planning would be an asset
- Flexible benefits from the day you join to meet the needs of you and your family
- We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
- Join one of our many Inclusion Networks, dedicated to creating connection, fostering inclusivity, and building community
- Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we'll match your contributions
