Senior Financial Planning Strategist

1 week ago

Toronto, Ontario, Canada Sun Life Full time

Sun Life Financial is a top provider of life, health and wealth products in the Canadian marketplace.

This role represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.

As a Senior Financial Planning Strategist, you will partner with Advisors and other experts to provide advanced planning strategies to clients. You will support Advisors with solutions that drive sale and utilization of the full range of SL solutions.

You will also provide education to Advisors and sales team as subject matter expert.

Key Responsibilities:

  • Promote and deliver effective advanced tax, legal, estate and financial planning expertise and advice to the sales and advisor teams,
  • Participation in joint field work with advisors working with clients and their own allied professional (accountants and lawyers) to identify potential tax planning opportunities related to their estate planning, wealth planning and business succession and continuation planning
  • Actively participates in and resolves cases identified and advanced from Advisors, applying expertise in devising sound client solutions, working directly with Advisors as needed - including case research and direct client interaction,
  • Builds Advisor capability through seminars/workshops on advanced financial planning topics,
  • Delivers and promotes sales tools that support Sun Life Financial's products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues,
  • Delivers client seminars and associated materials,
  • Keeps current through research and participation in industry profile building activities,
  • Participate as an active member of the Financial Planning Centre of Expertise, sharing knowledge and insight with others, and contributing to the ongoing development of effective processes and tools.

Requirements:

  • Strong knowledge of personal and corporate financial planning, including taxation, Compensation Arrangements, charitable wills and trusts, and the dynamics of business and succession planning,
  • Excellent understanding of industry trends and their implication on achieving business objectives,
  • Strong analytical skills,
  • Strong communication skills, including facilitation, training, influencing, presentation,
  • Strong verbal and written communication skills,
  • CPA, LL.B, M. Tax or FCIA designation,
  • CFP, CLU, FEA or TEP is an asset,
  • University degree or equivalent business experience,
  • 5 years financial services experience.

What We Offer:

  • Estimated Salary: $120,000 - $180,000 per year, depending on experience and qualifications
  • Flexible Benefits package to meet your needs and those of your family
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • Work-life balance by scheduling your day around your priorities and having more time to spend on the important things

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