Regional Director, Estate and Financial Planning Services Leader

3 weeks ago

Halifax, Nova Scotia, Canada Sun Life Full time
Job Title: Regional Director, Estate and Financial Planning Services

At 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 Regional Financial Planning Service team, ensuring a consistent and professional delivery of the Estate and Financial Planning Service (EFPS) to clients and advisors.
  • Contribute to the Financial Planning Centre of Excellence, providing a unique lens on the work the Service delivery team is doing with clients and advisors.
  • Partner with the Leader of Financial Planning Support to identify opportunities for that team to engage advisors in further developing their financial planning capabilities.
  • Develop and implement strategies to drive the culture of holistic planning within the SLFD environment.
  • Maintain a current and thorough knowledge of estate and financial planning through research, industry-related functions, etc.
  • 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.
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.
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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