Senior Manager, Financial Planning and Estate Services

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
  • 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
Requirements
  • 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
What We Offer
  • 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

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