Senior Planning Director, Estate and Financial Strategies

6 days ago


Kitchener, Canada Sun Life Full time

A leading financial services firm is seeking a Planning Director for Estate and Financial Planning Services in Kitchener, Canada. The role focuses on delivering comprehensive financial plans to high-net-worth clients and includes collaboration with Sun Life Advisors. The ideal candidate will possess a CFP certification and extensive experience in financial planning. The position offers a hybrid work environment, promising growth opportunities, diverse support, and competitive compensation, ensuring an inclusive workplace for all employees.#J-18808-Ljbffr



  • Kitchener, Canada Sun Life Full time

    A leading financial services firm is seeking a Planning Director for Estate and Financial Planning Services in Kitchener, Canada. The role focuses on delivering comprehensive financial plans to high-net-worth clients and includes collaboration with Sun Life Advisors. The ideal candidate will possess a CFP certification and extensive experience in financial...


  • Kitchener, Canada Sun Life Full time

    Planning Director, Estate and Financial Planning Services Join to apply for the Planning Director, Estate and Financial Planning Services role at Sun Life . 2 days ago – Be among the first 25 applicants You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll...


  • Kitchener, Canada Sun Life Full time

    Planning Director, Estate and Financial Planning Services Join to apply for the Planning Director, Estate and Financial Planning Services role at Sun Life. 2 days ago – Be among the first 25 applicants You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work...


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