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CFP Financial Planner – Holistic Planning & Growth

Job in Montreal, Montréal, Province de Québec, G4F, Canada
Listing for: Sun Life
Full Time position
Listed on 2026-08-31
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Montreal

Sun Life is seeking a Senior Financial Planner to grow comprehensive financial planning capabilities for mass affluent and high-net-worth clients. You will prepare and deliver holistic financial plans, partnering with Sun Life Advisors and Field Leaders through virtual and on-site trainings, and help raise client outcomes with service excellence.

Mandatory CFP certification and strong communication skills are required.

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