Expert Financial Planning Professional
3 days ago
We are seeking a highly skilled and experienced Financial Planner, Estate & Financial Planning Services (EFPS) to join our dynamic team at Sun Life. This is an excellent opportunity for a motivated individual to leverage their expertise in estate and financial planning to make a meaningful impact on the lives of individuals, families, and communities worldwide.
About the Role
- Provide comprehensive estate and financial planning services to qualified clients through collaboration with experienced advisors.
- Contribute significantly to sales results by delivering personalized financial planning services to EFPS qualified clients.
- Serve as a trusted resource for advisors and Financial Centres, offering expert guidance on advanced planning topics.
- Deliver engaging seminars and presentations on cutting-edge estate and financial planning strategies.
- Maintain a deep understanding of industry developments through ongoing research, attendance at relevant functions, and commitment to ongoing education.
About You
- You have a strong background in financial planning, ideally with 5+ years of experience in a related role.
- You possess excellent knowledge of estate and financial planning principles, including tax implications and regulatory requirements.
- You are proficient in using Sun Life's financial planning support tool, Conquest Planning, and other relevant software.
- You are a collaborative team player with exceptional communication skills, able to build strong relationships with advisors, clients, and colleagues.
About Us
Sun Life is a leading Canadian insurer, committed to helping clients achieve lifetime financial security and live healthier lives. As a member of our team, you will be part of a diverse and inclusive workforce that values creativity, innovation, and collaboration.
Your Compensation
We offer a competitive Base Pay range, along with opportunities to participate in various incentive plans based on individual and company performance. Our compensation package includes a comprehensive benefits program, flexible work arrangements, and opportunities for professional growth and development.
-
Senior Financial Planning Expert
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeCompany OverviewScotiabank is a forward-thinking organization that fosters an inclusive and high-performing culture. We are committed to making a difference in our communities, for both our customers and employees.Estimated Salary$85,000 - $110,000 per year, depending on experience.Job DescriptionWe are seeking a Senior Financial Advisor to join our Canadian...
-
Senior Financial Planning Specialist
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout the OpportunityWe are seeking a Senior Financial Planning Specialist to join our team in Saskatoon, Canada.As a key member of our team, you will be responsible for providing expert financial advice and guidance to our customers. Your primary objective will be to build strong relationships with our clients and help them achieve their financial goals...
-
Financial Planning Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.We are seeking a Financial Planning Professional to join our team in Saskatoon, Canada. This role involves developing and deepening client...
-
Senior Financial Planning Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeWe are seeking a Senior Financial Planning Consultant to join our team at Scotiabank. This is an exciting opportunity to help customers achieve their financial goals and build strong relationships.About the RoleAs a Senior Financial Planning Consultant, you will be responsible for:Providing expert advice to customers on personal and commercial banking,...
-
Financial Planning Expert
4 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeCompany OverviewAviso Wealth is a leading financial services provider dedicated to helping individuals and communities achieve their financial goals.
-
Financial Leadership Manager
2 weeks ago
Saskatoon, Saskatchewan, Canada Osborne Financial Search Full timeJob SummaryWe are seeking a seasoned Financial Leadership Manager to join our team at Osborne Financial Search. As a key member of our organization, you will be responsible for leading the finance and administration function, providing strategic financial guidance, and ensuring compliance with regulatory requirements.About the RoleLead the development and...
-
Senior Accounting Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Executrade – Your Recruitment Specialists Full timeAt Executrade – Your Recruitment Specialists, we are seeking a highly skilled Senior Accounting Professional - Financial Reporting Expert to join our team in Saskatoon. This is an exciting opportunity for a dynamic and dedicated individual to take on a key role in our organization.About the RoleThis Senior Accounting Professional will be responsible for...
-
Professional Financial Services Representative
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full timeExciting Career Opportunity in Financial ServicesWe are seeking a highly motivated and results-driven Professional Financial Services Representative to join our team at the Royal Bank of Canada. This is an excellent opportunity for individuals who want to build a successful career in financial services.About the RoleThe ideal candidate will have a strong...
-
Retail Financial Expert
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a forward-thinking organization dedicated to making a positive impact in our communities.Compensation and BenefitsThe estimated annual salary for this role is $60,000 - $80,000 CAD. Our comprehensive benefits package includes recognition and rewards for high-performance employees.Job DescriptionWe're looking for a skilled Retail...
-
Financial Planning Expert
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Planning ExpertIn this highly rewarding role, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive financial planning advice and services that help them achieve their long-term goals. As an RBC Financial Planner, you will be part of a dynamic team that is...
-
Expert Financial Strategist, Investment Growth
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeUnlock Your Potential as an Expert Financial StrategistAt Royal Bank of Canada, we're seeking a skilled Financial Planner, Investment Growth to join our team. This is an exciting opportunity to create custom investment solutions for prospective and existing clients within the Saskatoon Market.You'll work alongside internal partners who send client referrals...
-
Financial Planning Consultant
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWe are seeking a highly skilled Financial Planning Consultant to join our team at Aviso Wealth. This is a permanent full-time position that offers a competitive salary and benefits package.About the Role:Wealth Advisor and/or Insurance AdvisorPromote Synergy Credit Union's investment through the AVI program in the communityProvide advice to credit union...
-
Accounting Professional
3 weeks ago
Saskatoon, Saskatchewan, Canada ENGINEERINGUK Full timeJob SummaryWe are seeking a highly skilled Accounting Professional to join our team as a Cloud Bookkeeping Expert. As a trusted advisor, you will use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial reporting, and payroll administration.
-
Saskatoon, Saskatchewan, Canada Health Careers in Sask Full timeWe are seeking a highly skilled Workforce Planning and Employment Strategies Expert to join our team at Health Careers in Sask. In this critical role, you will play a key part in shaping the future of our organization by driving strategic workforce planning and employment strategies that align with our goals and objectives.About the RoleThis is a full-time...
-
Wealth Management Expert
2 weeks ago
Saskatoon, Saskatchewan, Canada Harbourfrontwealth Full timeWe are seeking a highly skilled Financial Planner to join our team at Harbourfrontwealth. This is an exceptional opportunity for an experienced professional to leverage their expertise in financial planning and contribute to the growth of our firm.About UsAt Harbourfrontwealth, we pride ourselves on providing innovative financial solutions to our clients....
-
Strategic Financial Director
2 weeks ago
Saskatoon, Saskatchewan, Canada Osborne Financial Search Full time**Osborne Financial Search**We are excited to offer a highly rewarding career opportunity for an experienced Strategic Financial Director.The ideal candidate will possess a deep understanding of finance and accounting principles, with a strong background in financial analysis, planning, and management. A CPA accounting designation is required.This is a...
-
Financial Services Professional
1 month ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeAbout This RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in providing exceptional service to our customers. Our focus is on building strong, long-standing relationships by taking a proactive approach to discovering customer needs, listening to understand what they are asking for, and educating our customers on relevant...
-
Senior Financial Operations Specialist
4 weeks ago
Saskatoon, Saskatchewan, Canada Mokx Professional services Ltd. Full timeAbout Mokx Professional Services Ltd.Mokx Professional Services Ltd. is a reputable organization that offers top-notch financial management solutions. We are currently seeking a highly skilled Senior Financial Operations Specialist to join our team.Job DescriptionCompany Overview: Our company provides exceptional financial services, ensuring the best results...
-
Financial Services Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWealth and Insurance Advisor OpportunityAviso Wealth is seeking an experienced Financial Services Professional to join our team as a Wealth and/or Insurance Advisor. This role offers unlimited potential for career growth and advancement in a fulfilling profession.Through our strategic partnership with Synergy Credit Union, this position provides the ideal...
-
Financial Transformation Expert
1 week ago
Saskatoon, Saskatchewan, Canada This is an IT support group Full timeJob OverviewWe are seeking a seasoned financial transformation expert to join our team in Toronto, ON. As a key member of our Finance and Performance group, you will play a critical role in delivering innovative solutions to our clients.About the RoleThe ideal candidate will possess a strong background in finance management disciplines, including experience...