Financial Planner

Position: Financial Planner at Sun Life Financial
Elevate your career with Sun Life Financial as a Financial Planner. Drive holistic financial planning for affluent clients while delivering training to advisors in a hybrid model.

This position in the Estate and Financial Planning Services team requires expertise in financial strategies for mass affluent and high-net-worth individuals. You will develop comprehensive plans, train Sun Life Advisors, and collaborate with insurance specialists. Strong relationship management and the ability to convey complex concepts simply will be key to your success.

Key Responsibilities:

• Develop tailored financial plans for clients’ goals

• Deliver training sessions for Sun Life Advisors

• Collaborate on comprehensive insurance solutions

• Maintain knowledge of wealth management best practices

• Cultivate strong relationships within the field

Requirements:

• Certified Financial Planner (CFP) certification

• Minimum 5 years' experience in financial planning

• Proficient in Conquest software

• Strong communication and networking skills

• Familiar with digital tools for virtual meetings

Become a trusted partner in financial planning at Sun Life Financial to foster client growth and advisor success.
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